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Document Hub - Unable to edit email address for a client in Document Hub

Updated over a month ago

To change the email address for a client, follow the steps below:

  1. In your database, click Edit on your client to open the client detail window.

  2. Click Email, New, then enter the new email address, Save.

  3. Click the ellipsis on the Document Hub field.

  4. Select the new email address by using the down arrow in the email address column.

  5. Click Save and Agree to the prompt.

  6. An Activation email will be sent to the new email address. Your client must click the activation link in their email. If previously activated, this will re-activate their Document Hub under their new email address.

  7. From the client detail window, click Email.

  8. Select the old email address, click Delete from within the Email Addresses section. This will remove the old email address from the system.

Note: If the original email address had not been activated for Document Hub, you will need to delete it before attempting to activate a new email address.

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