AI & document tools · 2 min read
Send, share, preview, and download documents
Choose the right way to get a finished document to its recipient.
Before you start
Confirm the document is saved, the correct recipient is selected, and the content is ready to share.
Document toolbar, shown on a new estimate. Preview becomes available once the document is ready.
- Actions contains document-specific operations.
- Download a copy or copy the live document link.
- Review Preview before using Send.
Step by step
Preview first
Select Preview and check the public-facing document, including visible sections and payment or approval options.
Send an email
Choose Send, review the To and any additional recipient fields provided, and check the message before confirming. Sending is an explicit action.
Share a link when appropriate
Use Copy Link where available and give it to the intended recipient. Anyone with access to a share link may be able to view its document, so treat the link carefully.
Download a copy
Use Download PDF where available to keep or provide a static copy. Return to the live document to follow current status and payment updates.
What happens next
An email or copied link opens the shared document. A downloaded PDF is a static snapshot and does not update when the live document changes.
Good to know
On smaller screens, download and link controls may be inside Actions. Viewing a document is different from approving or paying it.
Sign in to use this feature. Available actions depend on your workspace access.