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How to publish data to a client

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How to publish data to a client

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Publishing Data to a Client
For "Share Information with Client" tasks, your agents need to trigger the task first before a client will be able to see it within their Onboarding Hub. 

To do this, the agent needs to: 
1. navigate to the specific task within their Client page & complete the task
2. Click on the "Publish" button at the bottom of the page
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