CodaBox verifies your client's email address |
Just like when you register on a web shop, CodaBox asks your client to confirm his email address.
Why?
CodaBox wants to deliver documents to your client in a secure way.
When does the client have to confirm his e-mail address?
When CodaBox wants to send him/her documents (CODA/SODA or purchase invoices):
- Because you activated the option to send the client CODA/SODA in PDF
- Because you have subscribed the company to VOILA
How?
Which email addresses need to be confirmed?
- The contact email address for this company
- The additional VOILA e-mail address
How to monitor this process?
Via MyCodaBox you can check if the email address of your client has already been verified.
See below 'Check the status of the email verification'.
Your client confirms his email address |
Your client receives an email from CodaBox
Subject: Please confirm your email address
Email content: Information about his company and two links
- He/she is the legal representative of the company? He/she clicks the corresponding link and the verification form starts.
- He/she is not the legal representative? He/she can contact us.
The verification form
The client must select the name of the accounting office he is working with.
When the first letters of the accounting office's name are entered in the field, the auto-completion process starts and proposes a list of names.
Once the name of the Accounting Office has been correctly selected, the choice must be validated by clicking on 'Confirm'.
A final screen displays the verification of the email address.
The validation process fails?
The link is no longer valid?
The links are valid for 2 weeks. After this period, the client can reactivate the verification process of his email address via 'Link expired, request a new link here.' (link in the verification e-mail).
Unsuccessful attempts?
If an error is made when selecting the Accounting Office, a message is displayed 'This information is not correct. You still have X more attempt(s)'.
After 3 unsuccessful attempts, the client is invited to contact our Support via helpdesk@codabox.com to request a new invitation to verify their email address.
Check the status of the email verification |
In MyCodaBox > Companies > Company list > in the column 'Email Address', the color of the email address indicates the verification status.
You can obtain more information on the status by clicking on (i) next to the email address
- Email address in red >Verification failed
This email address is yet to be verified by your client. Codabox cannot send the available documents to this email address. When the client uses the expired link, they will automatically receive a new link. If the client is not able to complete the validation, they must contact us. - Email address in orange Awaiting verification
This email address is yet to be verified by your client. Codabox cannot send the available documents to this email address. The client still has the necessary and valid link to be able to verify his email address. - Email address in green Verified
This email address has been verified by your client. CodaBox sends documents to this email address. - Email address in black = No verification required
- CodaBox has no documents to send to your client (no files available).
or - The option * 'This company receives PDF files from CODA and SODA by email' has not been selected for this company. Files may be available, but since this option is not selected, they will not be sent to the client.
- CodaBox has no documents to send to your client (no files available).
Manage the sending or resending of the e-mail verification via MyCodaBox |
You have created a new company via MyCodaBox and :
- You prefer to manage the sending of the email verification request yourself without waiting for CodaBox to send it automatically.
- You allow CodaBox to send the email verification request but the client has not yet confirmed his/her e-mail and you want to speed up the process?
➟ Use the functionality to 'send' or 'resend' the verification request! MyCodaBox offers you the possibility to manage the sending or resending of the verification email yourself. Once your client has confirmed his/her email address, CodaBox will be able to send him/her, the PDF of his/her CODA/SODA and or Purchase Invoices! |
SEND the email verification request
| Look for the company in MyCodaBox > Companies > Company list, click on the company code. Under 'Company email address', click 'Send verification' and confirm in the next screen. | |
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RE-SEND the email verification request
Look for the company in MyCodaBox > Companies > Company list. The email verification request can be resent for email addresses whose status is not yet verified
Click on the company code and under 'Company email address', click Resend and confirm in the next screen. | |
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Note: The sending was not successful ? You receive this message: 'Something happened while resending the verification email. Please try again or contact Support if the problem persists.'
➜ Contact helpdesk@codabox.com if necessary.
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