In Cosmolex, you can see if an item has been shared via client portal by locating the symbol.This allows you to see what items (invoices, tasks, notes, events, and documents) have been shared with your client.

To see if invoices have been shared, you will see via tool bar as shown below:



To see if notes, tasks, events have been shared you will "Share via Client Portal" box checked: tasks, events have been shared you will "Share via Client Portal" box checked:


To see documents that have been shared you will seevia tool bar as shown below: