Open the client and use Edit Client. Full steps below.
Where: Clients in the left sidebar
Plans: All plans
Steps
Open the client and use Edit Client.
Add the extra addresses in the emails area — for example one for the homeowner and one for the insurer or property manager.
When you send a document, the confirmation window lists those addresses so you choose which one receives it.
The main address stays the primary one; the others are additional.
Rules and limits
The extra fields sit behind the More details switch so the normal form stays short.
Only the addresses saved on that client appear in the send confirmation window.
Still stuck?
If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.