3539 views Overview
The Email Preferences feature allows you to update your company’s email address used for communication and document sharing. After adding and verifying a new email address, you can set it as the primary company email, which will appear in transaction print templates.
Benefits
- Update your company’s official email address
- Verify email ownership before use
- Set a primary email for company communication
- Display the updated email in printed documents and reports
Steps to Change Company Email
Step 1: Open Email Preferences
- Go to Settings from the left-side menu.
- Click Email Preferences.
Step 2: Add a New Email Address
- Click Add Email.
- Enter the following details:
- Person Name
- Email Address
- Click Save.
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Step 3: Verify the Email Address
- Locate the newly added email.
- Click Send Verification Link from the Actions menu.
- Open the verification email and complete the verification process.
+−⟲
Step 4: Set the Email as Primary
- After successful verification, click Set as Primary from the Actions menu.
- The selected email will become the company’s primary email address.
+−⟲
Important Notes
- Only verified email addresses can be set as the primary email.
- The primary email is used for company communications and transaction print templates.
- You can manage multiple email addresses from the Email Preferences page.
Result
Your company email is successfully updated and will be used as the primary email for communication and printed documents.
Need Assistance?
If you need help updating or verifying your company email, please contact the Munim Support Team.
