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Document Hub - Set the default email address for email replies in Document Hub

Updated over a month ago
  1. Log in to Document Manager, then go to the Options menu and select Client Portal. The settings here are where email notifications will be sent to.

  2. If the email address configured field below is selected, this window is where emails will be sent to.

    Document Hub email account configuration
  3. If staff member assigned... is selected, the email will go to the staff member assigned to the client.

  4. The staff member assigned to the client is shown on the Document Hub Configuration for... window for each client.

    Configuration window
  5. The email address of the staff member can be seen in Practice Manager from the View menu, Users, highlight the user and click View. (or by pressing F9 if you're using HandiSoft).

  6. This can also be seen in HandiTax from the Client menu, go to Users, highlight the user and click View.

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