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 platform settings:
    In ACCOUNT > Settings, the option "Clients receive PDF of CODA and SODA" must be checked:
  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
  3. Check 'This client receives PDF of CODA and SODA by email' > click Save Changes

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

See also our Related Articles