Hi @Dusty2 

These are the steps for sanitizing a client file. Apologies for not including this in the previous post.

1. Go to your HomeBase.
2. Click on the client you need to sanitize. Hold down the Ctrl key on your keyboard if you need to select multiple clients.
3. Select the File menu, click on Client File Maintenance, then select Sanitize...
4. A new window will open when your sanitization is complete. Take note of the Location for sanitized data files displayed here.
5. Attach the sanitized client file to the email message.