Does your client wish to receive a copy of the available CODA/SODA files? This is possible in PDF format, via email.
☆ This option can be selected individually for each company ☆
- In MyCodabox, find the company via Mandates & Services > CODA.
- Click Manage in the rightmost column next to the company.
- Go to 'Settings' at the bottom of the page, and click Edit.
- Select 'This company receives PDF of CODA and SODA by email' and click Save Changes.
What happens next? Email verification
We send the company representative an email asking him/her to verify his/her email address (if this hasn't already been done). For this purpose, we use the email address you set up in the Company info (on the Company tab).
After that, your client will always receive a PDF copy of the available CODA / SODA.
Is your client not receiving the emails?
➟ Check in MyCodabox if the 'Company email address' is correctly registered on the Company tab, and check if your client has done the verification: the email address will in that case be green.
★ Ask your client to follow the instructions in the email from Codabox. If necessary, you can resend the email from Codabox.
More info about email verification
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