The CODA/SODA files you receive daily can also be sent to your client by e-mail in PDF format


  1. Check if the global option is enabled in your MyCodabox settings:
    In Environment > Settings, the option "Clients receive PDF of CODA and SODA" must be checked:
    Activating the global option in MyCodaBox so that my clients receive PDFs of CODAs and SODAs
  2. Once this option is enabled for YOUR account, you only need to activate the option at the client level:
    in CLIENTS > Client List, select the client for whom the PDF reception option should be enabled > CODA tab > Settings > Edit
    Activating the option per client in MyCodaBox so that this client receives its CODA and SODA in PDF format
  3. Check 'This client receives PDF of CODA and SODA by email' > click Save Changes
    Saving the option to receive CODA and SODA in PDF in MyCodaBox for my client

The client will now receive a PDF of CODA and/or SODA at the email address you have provided in his Client Information


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