# Download, share and revoke a quotation or invoice

Check the PDF, private link and WhatsApp delivery state before sending a financial document twice.

Source: https://sisiona.com/docs/document-sharing
Audience: Studio owner or permitted finance member
App route: https://sisiona.com/quotations

## Inspect and prepare the document

A private link can be opened by anyone who has it until it expires or is revoked. Quotation links close when agreed content is edited; review the new quotation and create a fresh link. Invoice links show the latest invoice and recorded receipts.

1. Open the intended quotation or invoice and verify its client, version, amount and recipient.
2. Choose Download PDF to inspect the exact document.
3. Choose Create link to make a private document URL; use Copy link or Share to give that URL to the client.

## Send on WhatsApp without duplicates

A queued or uncertain message is not proof of delivery, and repeating a send can create duplicates. The Send button remains unavailable while a send is in progress or already sent.

1. Check Sending from and any blocked reason in Send and share document.
2. Choose Send on WhatsApp only when the sender is ready and the document and recipient are correct.
3. Read Queued, Preparing, Sending, Sent, Delivered or Read status. If the state is Awaiting delivery confirmation, choose Refresh sending status before trying another send.
4. If the send is blocked, fix the sender, template or recipient problem first.

## Stop an old private link

Revoking a private link does not cancel an invoice, reverse a payment or recall a PDF already downloaded by the recipient.

1. Open Private link options on the document.
2. Choose Revoke existing links and wait for confirmation.
3. Create and send a new link only after reviewing the document again.