My client wants to receive a PDF of CODA/SODA by e-mail
Modified on: Thu, 3 Feb, 2022 at 2:39 PM
The CODA/SODA files you receive daily can also be sent to your client by e-mail in PDF format
- Check if the global option is enabled in your MyCodabox platform settings:
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, you only need to activate the option at the client level:
in the "CLIENTS - Client List" menu, select the client for whom the PDF reception option should be enabled - CODA tab - Settings - Edit
- Check 'This client receives PDF of CODA and SODA by email' and 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
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