I don't want the system to automatically send documents to clients, how can I accomplish this?
Easily, there are two settings involved.
Firstly, go to Settings -> Interface -> Send documents to new clients by default? and turn this off. This sets the default state of the next setting when adding new clients.
Secondly, edit existing clients and turn off the Receive email preference setting. This setting specifies the default state of the Email To Client option when creating a new document for this client. Editing a document keeps the setting that was previously used when creating the document or when it was last edited.
If you then want to email a document to a client after it has been created, use the Actions -> Email option on that documents' Actions button.
Updated: Tue, 10 April 2018
