Sending documents by email

Short answer

When sending an estimate, invoice, change order or work order the user chooses to send through WinkScope or through their own connected email provider. Team members can use the company's connected provider. Footers always show the company's details, not the individual sender's.

Choose who a document is sent from

1. Open the estimate, invoice, change order or work order and click send.
2. In the confirmation dialog choose Send via WinkScope or your own connected email provider.
3. Connect or change a provider in Settings → Communications.

The footer always shows the company's details, not the individual sender's.

Rules and limits

• If the user's own provider key is wrong, the send fails with a clear provider error — it is not silently reported as sent.
• Account emails such as sign-in, invitations and notifications always come from WinkScope.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.