When transferring your client to your office or to another of your platforms, you often ask us to resend CODAs for that client.
We can resend the CODAs for a certain period of time (between date X and date Y) and for a maximum of two years in the past.
During a platform transfer
During a Platform Transfer request via MyCodaBox, you can directly request a resend of CODA via the Free note field.
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During a transfer to your Office
When you request the transfer of a client to your Office via MyCodaBox, you can also send us a request for the resending of CODAs via Support@codabox.com