The client will not receive the output automatically. The output will only be sent to the adviser that was in the meeting. The adviser can then review and edit any of the output (for example, the client email summary) before sending it to the client if appropriate.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article