When you are happy with your finished report return to the [Main] section and at the bottom of the page, select [Add to Library]. This will add your completed document to the [Documents] tab of that job



You can then return to the [Details] tab of your job, and from the bottom of the page, you can select [Send Paperwork] and you will be taken to a screen where you can select what paperwork and which client contact to send it to.