1
Finish the work you mean to send
Complete the run. Put findings in a state you are willing to show. Empty runs make an empty package.
2
Connect the client first
They must already have approved you. If they are still waiting to approve, the snapshot cannot go to them. Connect a client.
3
Build the snapshot
On Deliver UAT, choose the client, the project, and a title. Click Build delivery snapshot. That copy will not pick up a later retest.
4
Check the preview, then send
Review the counts (passed, failed, findings, evidence). Then send the package. If send fails: Can’t deliver.
How delivery works
Connect, freeze, send, they review.
Exports
Reports built from this recorded work.

