When a client changes their email address, you need to update it in the database to reflect the change. However, if the existing email address was linked to their Document Hub (previously Client Portal), you are also required to update their Document Hub-configured email address.
To update an email address for an existing Document Hub user:
Log in to any HandiSoft program, highlight the client, then click Edit.
Go to the Email Addresses section within the Client Details window, click New to add a new email address, then enter Y in the Def column to set as the default email.
Click the Document Hub ellipsis.
In the Document Hub Configuration window, click the Email Address drop-down arrow, then select the new email address from the list.
Click Save, OK.
An email will be sent to the new email address for the user to Activate.
The old email address can now be deleted from the Clients Detail window as it is no longer attached to a Document Hub user.
Note: The Document Hub User Name remains the same and will not affect the documents attached to the account. All existing documents from the old email address will be accessible when the new email address has been activated.
Tip: If the user has never activated their Document Hub, i.e. the Status = Not Active, you will need to remove the user from the Document Hub Configuration window, as you will not be able to update inactive email addresses.