How to Send a Document to a Counselor

1. Navigate to the Documents Page

The URL is

2. Select a Document

  1. View your documents and find the one you would like to be reviewed. 
  2. Open the document by clicking the Edit button. The button is located at the bottom of the document card on the left side. 

3. Request a Review

  1. After your document has opened, click the Send to Counselor button located at top right of the document toolbar. 
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