--- title: How to Use the Auto Send Feature in Docnote description: Learn how the Auto Send feature works in Docnote — automatically releasing final documents to patients and third parties upon payment. image: https://www.docnote.com/hubfs/Website%20Photos/docnote-og-default.png --- [Skip to content](https://www.docnote.com/help/how-to-use-the-auto-send-feature-in-docnote#main-content) [![logo-blue-hour-svg](https://www.docnote.com/hubfs/Logos/logo-blue-hour-svg.svg)](https://www.docnote.com/?hsLang=en-ca) Open main navigation Close main navigation - [Contact Support](https://www.docnote.com/customer-support) [Contact Support](https://www.docnote.com/customer-support?hsLang=en-ca) How can we help you? - There are no suggestions because the search field is empty. 1. [Docnote Knowledge Hub](https://www.docnote.com/help?hsLang=en-ca) 2. [Physician](https://www.docnote.com/help/physician?hsLang=en-ca) 3. [Requests](https://www.docnote.com/help/physician?hsLang=en-ca#requests) # How to Use the Auto Send Feature in Docnote ## Learn how the Auto Send feature works in Docnote — automatically releasing final documents to patients and third parties upon payment. The Auto Send feature in Docnote allows final documents to be automatically released to the patient and/or third party once payment has been received — without any manual action required from the office. --- **How Auto Send works by request type:** **Quick Forms** Auto Send is automatically applied to all Quick Form requests. Once the patient makes payment, the completed document is instantly released to their Docnote account, or to the recipient if a third party was provided. **Standard Requests** Auto Send is not enabled by default on Standard Requests. To use it, you must manually check the box in the **Final Documents** section of the request: - ☐ **"Send all final documents to patient and 3rd party (if provided) upon payment"** Once this box is checked, the final document will be automatically released to the patient and/or third party as soon as payment is received. If this box is left unchecked, the office retains control over when and to whom the document is sent. --- **How to create and send a final document:** 1. In the **Files** section of the request, upload the completed document using the **"Upload Files Here"** box or select **"+ Add File"**. 2. Under **Final Documents**, select the document(s) you wish to send and select **"Create Final"**. If multiple documents are selected they will be merged into a single file. 3. Check the **Auto Send** checkbox if you would like the document released automatically upon payment. ⚠️ **Please note:** The maximum file size for sending to third parties is **50MB**. Files larger than 50MB cannot be delivered. If your file exceeds this limit, divide it into smaller parts before sending. ⚠️ **Important:** If no final document has been created at the time of payment, nothing will be sent automatically — even if the Auto Send checkbox is checked. 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