Client reports

Send a report again

The client did not get the report, or got it at the wrong address? See what was sent, fix the address and send it again.

Help center › Client reports

Sooner or later a client says the report never arrived. Here is how to find out what happened and send it again.

See what was sent

Open the evaluation and tap “Mail history”. It shows what was sent and when.

Ask the client to look in their spam folder first. That is the most common answer.

Wrong or missing address

The report goes to the client’s email address. If it is wrong, open the client, tap “Edit”, correct the address under “Email” and tap “Save”. Then send again as below. The send dialog shows the address under “Send to”, so you can check it before you tap “Send”.

Send again

Open the evaluation and tap “Send again”. The same dialog as the first time opens: check the address, choose what to include and tap “Send”.

While a send is waiting

  • “Cancel send” stops an email that has not started sending yet. The report stays completed, and you can send it later.
  • “Email is being sent” means the email has already left the phone. It cannot be cancelled, and the status updates once the server replies.

When sending failed

If a send failed, the button says “Try again”. If the email may already have arrived, the app says so first. Check with the client before sending again, so they do not get it twice.

Two phones

If another of your devices has the report waiting to go out, this one offers “Send from this device instead”. The client still only gets one email for the same signed version.

Changing a sent report

“Reopen evaluation” turns a sent evaluation back into a draft. The email already sent is not affected. After your changes, the client signs again and you send the new version.

Last updated 2026-10-04