How to Use the Auto Send Feature in Docnote

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. Make sure your final document is uploaded and created before the patient makes payment.