Pick which of a client's addresses receives a document

Short answer

Open the document and press send — the confirmation window opens. Full steps below.

Where: Settings > Communications, and the send confirmation window on any document

Plans: All paid plans

Steps

  1. Open the document and press send — the confirmation window opens.
  2. Choose the recipient from the addresses saved on that client, or type another.
  3. Check the attached PDF is the branded one, then send.

Nothing is sent until you press the send button in that window.

Rules and limits

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.

Last verified 2026-10-07.