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 client ☆
- In MyCodaBox, find your client via Mandates & Services OR via Clients > Client List.
- Click the tab CODA.
- Go to Settings at the bottom of the page, and click Edit.
- Select 'This client receives PDF of CODA and SODA by email' and click Save Changes.
From now on, this client will receive a PDF copy of the available CODA / SODA
at the email address that you indicated in the Client info (on the tab Client).
Check that the address is registered correctly.
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