The Admin user has the ability to customise email templates for emails sent to their users. If any of the templates have previously been customised, the custom content will need to be saved in an external document as the update will restore the templates to default. The content can then be restored after the update has gone through.
Requirements for storing custom email templates after the Client Portal update on 16th December 2021:
Log into Document Hub via the web browser.
In the Accountant's Practice ID enter your reference code e.g. XXXX1234
In the User name and Password fields, enter 'Admin' and the admin password.
Click Login to access the Document Hub Admin page.
5. Click Content and highlight one of the templates with type Email.
6. Click Edit to view the current content.
7. Copy the Message Body and save it to a Word document on your PC.
8. Once the update has gone through on the 16th December, return to the Content page.
9. Edit the templates you had copied your custom content out of and remove the new default text.
10. Then copy your custom content from the saved Word document and into the template.
11. Click Save.