Individually sending & downloading financial documents

2 minute read

Once a financial document has been created in Found—whether manually or automatically—you can issue it to a fee payer directly from the document view within the product. Documents can be sent via email or downloaded as a PDF.

Sending & Downloading a Financial Document

Every fee payer has a preferred delivery method saved in their profile, which is also visible on the financial document page within the fee payer tile. This preference can be overridden when needed.

Send via Email

To email a financial document:

1. Navigate to the financial document 
2. Select Send Email.
3. Follow the on-screen instructions.
   1. You must either select a template or compose a new email.
4. If the fee payer does not have an email address associated with their profile, you will not be able to send the document via email until one is added.
   1. Any fee payer with the preferred delivery method set to "Email" must have the email field populated.

Download as PDF

To download a financial document for posting:

1. Navigate to the financial document.
2. Select Download PDF.
3. If appropriate, untick the “Draft” option to remove the watermark across the document.
   1. By default, documents display a Draft watermark to prevent accidental sharing before official issuance.

Best Practice

While financial documents can be sent individually, we recommend using the bulk sending feature for most workflows to streamline operations and reduce manual effort.

A common use case for individual sending is when you need to resend a document to a fee payer due to delivery failure or updated information.