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Error when sending documents

Troubleshooting for error when sending documents like proposals, purchase orders, and invoices

Bobbie Combs avatar
Written by Bobbie Combs
Updated over 10 months ago

If you receive an error when sending a document (Proposal, Purchase Order, Invoice) make sure you have set a correspondence email under User Settings. If this field is blank, you will not be able to send documents.

1. Go to User Settings​.

2. Enter your email address next to Correspondence Email​.

3. Click Save​.

4. Go back to your Project and Proposal and try re-sending​.

5. If you still receive an error, let us know here or send us a message through the Help Center.

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