Attaching shares to a card

You can attach shares directly to a Grow card, so the paperwork you’ve sent a family is always one click away from their pipeline entry.

Add a share to a card

1. Open the card’s detail dialog.
2. Scroll to the Card Shares section.
3. Click Add Share to Card.
4. Choose one of:
   • Create new share — fill out a new share; it’s created and attached in one step.
   • Link existing share — search your team’s existing shares and attach one.

Removing a share

Click Detach on the attached share. The share itself is not deleted — only its link to the card.

Jumping to the share admin

Click View share admin on an attached share to jump to the Share detail page.