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How to find and edit your Extract by Email address

Find your Extract by Email address and learn how to edit your own or another user's address.

Written by Alexander

Each user and account has a unique Extract by Email address for sending documents to Dext. You can find and edit your own address in Profile > User settings. Admin users can also edit another user's address from the Users page, or the account's address in Business settings.


Find and edit your own Extract by Email address

To find your Extract by Email address, go to Profile > User settings and open the Extract by Email section.

  1. Go to Profile > User settings.

  2. In Extract by Email, select the Business if you're in multiple accounts.

  3. Your Single and Multiple addresses for Costs and Sales appear in this section.

  4. To edit your address, update the field under Your email address for Extract by Email begins with. Dext automatically adds the correct domain.

  5. Click outside the field to save your changes. If the name you choose is already taken, choose a different one.

User settings page showing the Extract by Email section with a Business selector

Edit another user's Extract by Email address

Admin users can edit the Extract by Email address for other users they manage.

  1. Go to Users in the sidebar.

  2. Select Manage > Edit user details.

  3. Update the Extract by Email field.

  4. Move your cursor away from the field to save your changes.

Users list with the Manage menu open showing the Edit user details option

Note: You need to be an Admin user to edit another user's Extract by Email address. Accountants and bookkeepers accessing a client account act as admins by default. For more on access levels, go to Roles and permissions


Edit an account's Extract by Email address

To edit the account-level Extract by Email address, go to Business settings > Extraction > Extract by email.

  1. Go to Business settings in the sidebar.

  2. Select Extraction, then open the Extract by email tab.

  3. Update the field under Your email address for Extract by Email begins with. Dext automatically adds the correct domain.

  4. Select outside the field to save your changes. If the name you choose is already taken, choose a different one.

Business settings Extraction page showing the Extract by email address field and Costs and Sales address lists

Note: You need to be an Admin user to edit an account's Extract by Email address. Accountants and bookkeepers accessing a client account act as admins by default. For more on access levels, go to Roles and permissions


What's next

Once you have your Extract by Email address, you can start sending documents or manage who can send to it.

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