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.
From now on, this client will receive a PDF copy of the available CODA / SODA
at the email address that you indicated in the Company info (on the tab Company).
Check that the address is registered correctly.
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