Emailing a report to colleagues
Send the PDF to up to 3 people at once, with an optional note. Replies come straight back to you.
1 min read · Updated 22 October 2026
- 1On a completed report or check, choose Email.
- 2Under Send to, enter up to 3 addresses, separated by commas.
- 3Optionally Add a note (up to 500 characters).
- 4Choose Send PDF.
The email comes from PollyX with your name in it and the PDF attached, and replies go straight to your own address. You can send up to 20 of these a day.
If the report or check has a share link turned on, the email also has a View it online button that opens it. A private one is sent as the PDF only.
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