My client wants to receive a PDF of CODA/SODA by e-mail
Modified on: Thu, 17 Oct, 2019 at 10:24 PM
The CODA/SODA files you receive daily can also be sent to your customer by e-mail in PDF format.
- Check if the option is enabled by connecting to your MyCodabox platform.
In the "ACCOUNT " menu, under "Settings", the option "Clients receive PDF of CODA and SODA" must be checked:
- Once this option is enabled for your account, in the "CLIENTS/Client List" menu, select the customer for whom the PDF reception option should be enabled:
- In the Client "Settings", check "This client receives PDF of CODA and SODA by email":
→ The customer will now receive a PDF of CODA and/or SODA at the email address you have provided.
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.