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mariyam
Level 1

Company id [removed] Why my boss also receive email if i upload some documents for my client under shared documents?

 
1 REPLY 1
RaymondJayO
Moderator

Company id [removed] Why my boss also receive email if i upload some documents for my client under shared documents?

Glad to have you here in the Community, mariyam

It could be the Email me a copy at box is selected. This might be the reason your boss also received an email when sending documents to your client.

To help fix this, let’s uncheck the Email me a copy at box in the settings. This way, your boss won’t receive an email when uploading forms on the Shared documents tab from the Clients menu. Let me guide you how. 

  1. Go to the Settings (Gear) icon at the upper right.
  2. Choose Company Settings under Settings
  3. Go to Sales from the left menu.
  4. Select the Messages section.
  5. Uncheck the Email me a copy at box.
  6. Choose Save.
  7. Click Done.

The two screenshots below will show you the steps.

You can always go to your client’s My Accountant menu to view all your shared documents with him. You can also customise your client’s sales forms to personalise each document to match their business. For more information about this, go through this article: Email and Customise Sales Form

I’ll be right here to help if you need anything else. Have a great day.

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