The Admin user has the ability to click Restore Defaults to restore the wording on email templates to the default content. Access Document Hub emails that are sent to Hub users may need to be restored to the default content when there are updates to Document Hub functionality.
To restore Document Hub email templates to the default content:
Log into the Access Document Hub via the web browser Document Hub documenthub.handisoft.com.au
In the Accountant's Practice ID enter your reference code.
In the User name and Password fields, enter 'Admin' and the Admin password.
Click Login to access the Document Hub Admin page.
Click Email Templates to view the list.
Emails sent from your practice have a Name prefixed with DocSentByWebservice.
Emails sent from the client to your practice have a Name prefixed with DocSentByWebapp.
8. To restore a Client Portal email template, click on the Anticlockwise Open Circle Arrow on the required email message template to restore defaults.
Tip: Restore Defaults will remove ALL custom wording. Prior to restoring the default content you may wish to copy and paste the existing custom content to a Notepad or Word document to have available for use after restoring the default content.
9. On the Restore Defaults Alert window, click on Yes to confirm the change.
