Overview
Follow this guide from top to bottom for a complete workflow, or choose a specific topic from the list.
Brand colour
Choose the available brand colour in Settings and check its readability in client-facing documents.
Numbering and prefixes
Review the document numbering and prefix controls in Settings before creating live documents.
PDFs and public links
Generated PDFs and secure public document links are included in Free.
Email attachments
Before sending, select supported additional files. The document PDF and selected files keep their filenames and supported file types.
Attachment failed
Remove the affected file, confirm it is an accepted type and within storage limits, then upload it again. Contact Support if preparation still fails.
Step-by-step
- 1
Configure document defaults
Open Settings and review brand colour, footer, numbering, and payment information.
- 2
Preview a document
Check its PDF and public page before delivery.
- 3
Select attachments
Choose supported files in the send area and confirm each filename appears once.
- 4
Send the document
Use the document send action and resolve any attachment-preparation error instead of ignoring it.
Helpful tips
- Review the details before saving or sending.
- Use Contact Support if the expected result does not appear.
Common mistakes
- • Using incomplete client or business information.
- • Closing the page before an action finishes.
Frequently asked questions
What are the storage limits?
Free includes 25 MB storage. Pro includes 1 GB storage.
Still need help? Contact Support with the affected page, document number, browser, date and time, and exact message.
Related guides
Invoices
Create, edit, send, resend, attach files, share links, and record invoice payments.
Quotations
Create, edit, send, attach files, and share quotations for customer review.
Proposals
Build proposal sections, send and resend proposals, receive responses, and continue approved work.