To make the notes viewable:

  1. go into the case notes of the file
  2. select the note you want to make viewable to the client
  3. click on the edit icon and change the visibility to client.

save image


To make the video viewable to the client you will need to go to the video section located in the "Files" tab of a file, then click the "Visible to Client" slider to change it to "Yes"