From ba97ab198772983cc9efe6e03684554940b08a06 Mon Sep 17 00:00:00 2001
From: Zan Makarov <z.makarov@codat.io>
Date: Thu, 22 Oct 2026 17:30:56 +0100
Subject: [PATCH 1/5] EXP-2618 Document supportContactEmail Link SDK option

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
---
 .../auth-flow/customize/sdk-customize-code.md | 31 ++++++++++++-------
 1 file changed, 20 insertions(+), 11 deletions(-)

diff --git a/docs/auth-flow/customize/sdk-customize-code.md b/docs/auth-flow/customize/sdk-customize-code.md
index 24a766a7f9..4615ec2e9a 100644
--- a/docs/auth-flow/customize/sdk-customize-code.md
+++ b/docs/auth-flow/customize/sdk-customize-code.md
@@ -30,6 +30,7 @@ function AuthFlow() {
       //text: {...},
       enableAdditionalConsent: true,
       enableMultiEntityLinking: true,
+      supportContactEmail: "support@example.com",
       //nonce: "r4nd0mB4se64Val==",
     },
   };
@@ -72,6 +73,7 @@ As the `options` object overrides the Link settings set in the Portal, this may
     text: {...},
     enableAdditionalConsent: true,
     enableMultiEntityLinking: true,
+    supportContactEmail: "support@example.com",
     nonce: "r4nd0mB4se64Val==",
   }}
 />
@@ -79,17 +81,18 @@ As the `options` object overrides the Link settings set in the Portal, this may
 
 The `options` prop is optional and accepts an object containing the following optional properties:
 
-| Property                   | Description                                                                                                                                                          |
-| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `nonModal`                 | Determines whether Link uses non-modal styling, removing the border and close button.                                                                                |
-| `showLandingPage`          | Determines whether the user sees an extra landing page at the start of Link.                                                                                         |
-| `showSandboxIntegrations`  | Controls whether integrations that only connect Sandbox data appear for selection.                                                                                   |
-| `theme`                    | Contains options that control the visual appearance of the Link flow.                                                                                                |
-| `sourceTypes`              | Controls which data source types (Accounting, Commerce, Banking, and Business Documents) the user can connect or upload files for.                                   |
-| `text`                     | Contains options that control what text the user sees. Supports Markdown.                                                                                            |
-| `enableAdditionalConsent`  | Determines whether the user sees an additional consent journey for further use cases.                                                                                |
-| `enableMultiEntityLinking` | Allows users to authorize to multiple companies within a single accounting platform in one go for compatible integrations.                                           |
-| `nonce`                    | A CSP nonce to apply to all `<style>` tags injected by the SDK so that styles aren't blocked by a strict Content Security Policy. See [CSP nonce](#csp-nonce) below. |
+| Property                   | Description                                                                                                                                                                                        |
+| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| `nonModal`                 | Determines whether Link uses non-modal styling, removing the border and close button.                                                                                                              |
+| `showLandingPage`          | Determines whether the user sees an extra landing page at the start of Link.                                                                                                                       |
+| `showSandboxIntegrations`  | Controls whether integrations that only connect Sandbox data appear for selection.                                                                                                                 |
+| `theme`                    | Contains options that control the visual appearance of the Link flow.                                                                                                                              |
+| `sourceTypes`              | Controls which data source types (Accounting, Commerce, Banking, and Business Documents) the user can connect or upload files for.                                                                 |
+| `text`                     | Contains options that control what text the user sees. Supports Markdown.                                                                                                                          |
+| `enableAdditionalConsent`  | Determines whether the user sees an additional consent journey for further use cases.                                                                                                              |
+| `enableMultiEntityLinking` | Allows users to authorize to multiple companies within a single accounting platform in one go for compatible integrations.                                                                         |
+| `supportContactEmail`      | The email address users can contact for help when uploading files fails. Overrides the support contact email set for you in the Portal. See [Support contact email](#support-contact-email) below. |
+| `nonce`                    | A CSP nonce to apply to all `<style>` tags injected by the SDK so that styles aren't blocked by a strict Content Security Policy. See [CSP nonce](#csp-nonce) below.                               |
 
 The object is applied **as the `CodatLink` component is mounted**, so doesn't support hot reloading. Modify the options and refresh the page to see the options reflected.
 
@@ -219,6 +222,12 @@ You may want to enable your customers to authorize access to multiple companies
 
 To provide your customers with this option, set the `enableMultiEntityLinking` option to `true`. This will display additional subsidiary selection steps in the auth flow for the integrations that provide multi-entity support. By default, this option is set to `false`.
 
+## Support contact email
+
+When a user's file upload fails to submit, Link shows a message suggesting they contact you for support. If a support contact email is set, Link also displays a **Contact bank** button that opens a new email to that address.
+
+Codat sets the support contact email for you in your Link settings. To override it for a session, set the `supportContactEmail` option to a single valid email address. If no support contact email is set, Link only displays the support message.
+
 ## CSP nonce
 
 If your app sets [Content Security Policy](https://developer.mozilla.org/en-US/docs/Web/HTTP/CSP) headers, you can pass a `nonce` through the `options` prop so that every `<style>` tag the SDK injects carries that nonce. This lets you use a strict `style-src` directive instead of `unsafe-inline`.

From 920972008c6acf46e7465afdcf8817575033f87b Mon Sep 17 00:00:00 2001
From: Zan Makarov <z.makarov@codat.io>
Date: Fri, 23 Oct 2026 16:47:33 +0100
Subject: [PATCH 2/5] EXP-2618 Document the support contact email Link setting

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
---
 docs/auth-flow/customize/customize-link.md     | 4 ++++
 docs/auth-flow/customize/sdk-customize-code.md | 4 ++--
 2 files changed, 6 insertions(+), 2 deletions(-)

diff --git a/docs/auth-flow/customize/customize-link.md b/docs/auth-flow/customize/customize-link.md
index a077108bb7..fd59d0f773 100644
--- a/docs/auth-flow/customize/customize-link.md
+++ b/docs/auth-flow/customize/customize-link.md
@@ -121,6 +121,10 @@ Once you provide your customers with a Link URL, they reach a page where they pr
 
 Customize your help and support messages that are displayed throughout the Link flow.
 
+#### Support contact email
+
+Provide the email address your customers can contact when a file upload fails to submit. Link then displays a **Contact bank** button that opens a new email to that address. Use a single valid email address, or leave the field empty to show only the support message.
+
 #### Data security
 
 Provide a link to your data security policy.
diff --git a/docs/auth-flow/customize/sdk-customize-code.md b/docs/auth-flow/customize/sdk-customize-code.md
index 4615ec2e9a..17fe8e9e71 100644
--- a/docs/auth-flow/customize/sdk-customize-code.md
+++ b/docs/auth-flow/customize/sdk-customize-code.md
@@ -91,7 +91,7 @@ The `options` prop is optional and accepts an object containing the following op
 | `text`                     | Contains options that control what text the user sees. Supports Markdown.                                                                                                                          |
 | `enableAdditionalConsent`  | Determines whether the user sees an additional consent journey for further use cases.                                                                                                              |
 | `enableMultiEntityLinking` | Allows users to authorize to multiple companies within a single accounting platform in one go for compatible integrations.                                                                         |
-| `supportContactEmail`      | The email address users can contact for help when uploading files fails. Overrides the support contact email set for you in the Portal. See [Support contact email](#support-contact-email) below. |
+| `supportContactEmail`      | The email address users can contact for help when uploading files fails. Overrides the support contact email set in your Link settings. See [Support contact email](#support-contact-email) below. |
 | `nonce`                    | A CSP nonce to apply to all `<style>` tags injected by the SDK so that styles aren't blocked by a strict Content Security Policy. See [CSP nonce](#csp-nonce) below.                               |
 
 The object is applied **as the `CodatLink` component is mounted**, so doesn't support hot reloading. Modify the options and refresh the page to see the options reflected.
@@ -226,7 +226,7 @@ To provide your customers with this option, set the `enableMultiEntityLinking` o
 
 When a user's file upload fails to submit, Link shows a message suggesting they contact you for support. If a support contact email is set, Link also displays a **Contact bank** button that opens a new email to that address.
 
-Codat sets the support contact email for you in your Link settings. To override it for a session, set the `supportContactEmail` option to a single valid email address. If no support contact email is set, Link only displays the support message.
+You can set the support contact email in your [Link settings](/auth-flow/customize/customize-link#support-contact-email). To override it for a session, set the `supportContactEmail` option to a single valid email address. If no support contact email is set, Link only displays the support message.
 
 ## CSP nonce
 

From 6ea41536b6ab90af31607be9f18a3a801a5545d6 Mon Sep 17 00:00:00 2001
From: Zan Makarov <z.makarov@codat.io>
Date: Fri, 30 Oct 2026 14:12:11 +0000
Subject: [PATCH 3/5] EXP-2618 Match the Portal's Link settings and document
 the scheduling link

Move the support email entry from Client information to Onboarding, after
Multi-entity support, under the Portal's "File upload support email" label,
and scope both pages to the intelligent file upload journey. Add the
EXP-2522 "File upload scheduling link" setting and its codatSupportBookingUrl
SDK option (sdk-link-types 1.16.0).

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---
 docs/auth-flow/customize/customize-link.md    | 16 ++++--
 .../auth-flow/customize/sdk-customize-code.md | 53 +++++++++++++------
 2 files changed, 49 insertions(+), 20 deletions(-)

diff --git a/docs/auth-flow/customize/customize-link.md b/docs/auth-flow/customize/customize-link.md
index fd59d0f773..2d4da72d13 100644
--- a/docs/auth-flow/customize/customize-link.md
+++ b/docs/auth-flow/customize/customize-link.md
@@ -56,6 +56,18 @@ This setting is only relevant for integrations that allow their users to operate
   alt="A comparison screenshot that shows the difference of the connection flow with the multi-entity setting toggled off and on. Without the setting, the screen displays a dropdown list of multiple entities found in a NetSuite account, and it's only possible to select one entity. With the setting toggled on, the screen displays a checklist of multiple entities found in a NetSuite account and all entities are selected."
 />
 
+#### File upload support email
+
+Provide the email address your customers can contact when their files fail to submit in the intelligent file upload journey. Link always shows a message suggesting they contact you for support. If you set an email address, Link also displays a **Contact bank** button that opens a new email to that address. Use a single valid email address, or leave the field empty to show only the message.
+
+#### File upload scheduling link
+
+Provide a scheduling link, such as a Calendly page, that your customers can use to book a call for help exporting files from their software. When set, the intelligent file upload steps display a **Need assistance? Contact us** footer, and **Contact us** opens the link in a new tab. Use an `http` or `https` URL, or leave the field empty to hide the footer.
+
+#### Manage connections
+
+Let your customers review and manage their existing connections within Link. When enabled, companies that have already connected at least one platform see the manage connections screen when they open Link. This screen is only shown to authenticated users, for example when you pass an `accessToken` to the SDK. You can also customize the title and subtitle of this screen.
+
 #### Mobile support warning
 
 Let your users know that some integrations are not optimized or will not connect via mobile when accessing the connection journey on mobile.
@@ -121,10 +133,6 @@ Once you provide your customers with a Link URL, they reach a page where they pr
 
 Customize your help and support messages that are displayed throughout the Link flow.
 
-#### Support contact email
-
-Provide the email address your customers can contact when a file upload fails to submit. Link then displays a **Contact bank** button that opens a new email to that address. Use a single valid email address, or leave the field empty to show only the support message.
-
 #### Data security
 
 Provide a link to your data security policy.
diff --git a/docs/auth-flow/customize/sdk-customize-code.md b/docs/auth-flow/customize/sdk-customize-code.md
index 17fe8e9e71..31ddb8bb72 100644
--- a/docs/auth-flow/customize/sdk-customize-code.md
+++ b/docs/auth-flow/customize/sdk-customize-code.md
@@ -30,7 +30,9 @@ function AuthFlow() {
       //text: {...},
       enableAdditionalConsent: true,
       enableMultiEntityLinking: true,
+      enableManageConnections: true,
       supportContactEmail: "support@example.com",
+      codatSupportBookingUrl: "https://calendly.com/your-team/support",
       //nonce: "r4nd0mB4se64Val==",
     },
   };
@@ -73,7 +75,9 @@ As the `options` object overrides the Link settings set in the Portal, this may
     text: {...},
     enableAdditionalConsent: true,
     enableMultiEntityLinking: true,
+    enableManageConnections: true,
     supportContactEmail: "support@example.com",
+    codatSupportBookingUrl: "https://calendly.com/your-team/support",
     nonce: "r4nd0mB4se64Val==",
   }}
 />
@@ -81,24 +85,29 @@ As the `options` object overrides the Link settings set in the Portal, this may
 
 The `options` prop is optional and accepts an object containing the following optional properties:
 
-| Property                   | Description                                                                                                                                                                                        |
-| -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `nonModal`                 | Determines whether Link uses non-modal styling, removing the border and close button.                                                                                                              |
-| `showLandingPage`          | Determines whether the user sees an extra landing page at the start of Link.                                                                                                                       |
-| `showSandboxIntegrations`  | Controls whether integrations that only connect Sandbox data appear for selection.                                                                                                                 |
-| `theme`                    | Contains options that control the visual appearance of the Link flow.                                                                                                                              |
-| `sourceTypes`              | Controls which data source types (Accounting, Commerce, Banking, and Business Documents) the user can connect or upload files for.                                                                 |
-| `text`                     | Contains options that control what text the user sees. Supports Markdown.                                                                                                                          |
-| `enableAdditionalConsent`  | Determines whether the user sees an additional consent journey for further use cases.                                                                                                              |
-| `enableMultiEntityLinking` | Allows users to authorize to multiple companies within a single accounting platform in one go for compatible integrations.                                                                         |
-| `supportContactEmail`      | The email address users can contact for help when uploading files fails. Overrides the support contact email set in your Link settings. See [Support contact email](#support-contact-email) below. |
-| `nonce`                    | A CSP nonce to apply to all `<style>` tags injected by the SDK so that styles aren't blocked by a strict Content Security Policy. See [CSP nonce](#csp-nonce) below.                               |
+| Property                   | Description                                                                                                                                                                                                           |
+| -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+| `nonModal`                 | ⚠️ **Deprecated**: Use `hideBorder` and omit `onClose` instead. <br/><br/> Determines whether Link uses non-modal styling, removing the border and close button.                                                      |
+| `hideBorder`               | Removes the modal-styled border and padding. See [Non-modal styling](#non-modal-styling) below.                                                                                                                       |
+| `showLandingPage`          | Determines whether the user sees an extra landing page at the start of Link.                                                                                                                                          |
+| `showSandboxIntegrations`  | Controls whether integrations that only connect Sandbox data appear for selection.                                                                                                                                    |
+| `theme`                    | Contains options that control the visual appearance of the Link flow.                                                                                                                                                 |
+| `sourceTypes`              | Controls which data source types (Accounting, Commerce, Banking, and Business Documents) the user can connect or upload files for.                                                                                    |
+| `text`                     | Contains options that control what text the user sees. Supports Markdown.                                                                                                                                             |
+| `enableAdditionalConsent`  | Determines whether the user sees an additional consent journey for further use cases.                                                                                                                                 |
+| `enableMultiEntityLinking` | Allows users to authorize to multiple companies within a single accounting platform in one go for compatible integrations.                                                                                            |
+| `enableManageConnections`  | Lets authenticated users who return with existing connections view and manage those connections within Link. See [Manage connections](#manage-connections) below.                                                     |
+| `supportContactEmail`      | The email address users can contact for help when their files fail to submit. Overrides the file upload support email set in your Link settings. See [File upload support email](#file-upload-support-email) below.   |
+| `codatSupportBookingUrl`   | A scheduling link users can open to book a call for help exporting files. Overrides the file upload scheduling link set in your Link settings. See [File upload scheduling link](#file-upload-scheduling-link) below. |
+| `nonce`                    | A CSP nonce to apply to all `<style>` tags injected by the SDK so that styles aren't blocked by a strict Content Security Policy. See [CSP nonce](#csp-nonce) below.                                                  |
 
 The object is applied **as the `CodatLink` component is mounted**, so doesn't support hot reloading. Modify the options and refresh the page to see the options reflected.
 
 ### Non-modal styling
 
-By default, the Link component is designed to be presented in a modal. To override this, you can use the `nonModal` options setting. When set to `true`, it will:
+By default, the Link component is designed to be presented in a modal. To override this, set the `hideBorder` option to `true` to remove the modal-styled border and padding, and omit the `onClose` callback to hide the close icon.
+
+The `nonModal` option is deprecated. When set to `true`, it will:
 
 - Hide the close icon.
 - Remove the modal-styled border and padding.
@@ -222,11 +231,23 @@ You may want to enable your customers to authorize access to multiple companies
 
 To provide your customers with this option, set the `enableMultiEntityLinking` option to `true`. This will display additional subsidiary selection steps in the auth flow for the integrations that provide multi-entity support. By default, this option is set to `false`.
 
-## Support contact email
+## Manage connections
+
+Authenticated users who return to Link with existing connections can review and manage those connections within Link. Companies that have already connected at least one platform see the manage connections screen when they open Link.
+
+To provide your customers with this option, set the `enableManageConnections` option to `true`. This screen is only shown to authenticated users, for example when you pass an `accessToken` to the SDK. By default, this option is set to `false`. You can also enable it and customize the screen's title and subtitle in your [Link settings](/auth-flow/customize/customize-link#manage-connections).
+
+## File upload support email
+
+When a user's files fail to submit in the intelligent file upload journey, Link shows a message suggesting they contact you for support. If a support email is set, Link also displays a **Contact bank** button that opens a new email to that address.
+
+You can set the email in your [Link settings](/auth-flow/customize/customize-link#file-upload-support-email). To override it for a session, set the `supportContactEmail` option to a single valid email address. An invalid address fails validation when the component mounts and is reported through `onError`. If no email is set, Link only displays the message.
+
+## File upload scheduling link
 
-When a user's file upload fails to submit, Link shows a message suggesting they contact you for support. If a support contact email is set, Link also displays a **Contact bank** button that opens a new email to that address.
+You can let your customers book a call for help exporting files from their software. If a scheduling link is set, the intelligent file upload steps display a **Need assistance? Contact us** footer, and **Contact us** opens the link in a new tab.
 
-You can set the support contact email in your [Link settings](/auth-flow/customize/customize-link#support-contact-email). To override it for a session, set the `supportContactEmail` option to a single valid email address. If no support contact email is set, Link only displays the support message.
+You can set the link in your [Link settings](/auth-flow/customize/customize-link#file-upload-scheduling-link). To override it for a session, set the `codatSupportBookingUrl` option to an `http` or `https` URL. An invalid URL fails validation when the component mounts and is reported through `onError`. If no link is set, Link does not display the footer.
 
 ## CSP nonce
 

From 621854b33083c13c7d5c6edffb224e4327519ad5 Mon Sep 17 00:00:00 2001
From: Zan Makarov <z.makarov@codat.io>
Date: Fri, 30 Oct 2026 14:12:11 +0000
Subject: [PATCH 4/5] EXP-2618 Document enableManageConnections, hideBorder and
 isReconnection

Add the Link SDK options that shipped without docs: enableManageConnections
(1.14.0) with its Portal toggle, hideBorder as the replacement for the
deprecated nonModal, and isReconnection on the connection callback
arguments (1.13.0), including onConnectionStarted firing on reconnection.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---
 docs/auth-flow/authorize-embedded-link.md | 16 ++++++++--------
 1 file changed, 8 insertions(+), 8 deletions(-)

diff --git a/docs/auth-flow/authorize-embedded-link.md b/docs/auth-flow/authorize-embedded-link.md
index 0166741a30..0b4e5b53f0 100644
--- a/docs/auth-flow/authorize-embedded-link.md
+++ b/docs/auth-flow/authorize-embedded-link.md
@@ -74,14 +74,14 @@ To display the origins you previously registered for your instance, use the [Get
 
 You can add custom logic into our SDK by using callback functions to complete an action. Use the properties below to pass the callback functions into the SDK component:
 
-| Property              | Description                                                                                                                                                                                                                                               | Arguments                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
-| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `onConnectionStarted` | Called when the user selects their integration. A connection is successfully created in a `pending` state.                                                                                                                                                | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li></ul> |
-| `onConnection`        | Called when a connection is successfully authorized and moved out of a `pending` state or files are uploaded.                                                                                                                                             | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li></ul> |
-| `onConsent`           | Called when the user consents to the terms of use of their data.                                                                                                                                                                                          | A `text` object containing a Markdown representation of all text on the consent screen.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
-| `onFinish`            | Called when the user completes all required steps of the connection flow and clicks the "Complete" button.<br/> We recommend unmounting the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this. |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
-| `onClose`             | Called when the user clicks the "X" ("Close") button of the connection flow. <br/> We recommend removing the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this.                                |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
-| `onError`             | Called when an error occurs in the connection flow, returning the error information. <br/><br/> **Log these errors.** We also recommend unmounting the `CodatLink` component in production if the `userRecoverable` parameter is `false`.                 | An `error` object containing the following properties: <ul><li>`correlationId` - internal identifier used to track errors within Codat</li><li>`message` - descriptive error response</li><li>`errorCode` - numerical code of the error</li><li>`userRecoverable` - boolean value indicating whether the error can be resolved by the user.</li></ul> `correlationId`, `message`, and `errorCode` are optional and may not be available in all errors.                                                                                                                      |
+| Property              | Description                                                                                                                                                                                                                                               | Arguments                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
+| --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
+| `onConnectionStarted` | Called when the user selects their integration and a connection is created in a `pending` state, or when the user starts reconnecting an existing connection.                                                                                             | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection or a file upload</li></ul> |
+| `onConnection`        | Called when a connection is successfully authorized and moved out of a `pending` state or files are uploaded.                                                                                                                                             | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection or a file upload</li></ul> |
+| `onConsent`           | Called when the user consents to the terms of use of their data.                                                                                                                                                                                          | A `text` object containing a Markdown representation of all text on the consent screen.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
+| `onFinish`            | Called when the user completes all required steps of the connection flow and clicks the "Complete" button.<br/> We recommend unmounting the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this. |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
+| `onClose`             | Called when the user clicks the "X" ("Close") button of the connection flow. <br/> We recommend removing the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this.                                |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
+| `onError`             | Called when an error occurs in the connection flow, returning the error information. <br/><br/> **Log these errors.** We also recommend unmounting the `CodatLink` component in production if the `userRecoverable` parameter is `false`.                 | An `error` object containing the following properties: <ul><li>`correlationId` - internal identifier used to track errors within Codat</li><li>`message` - descriptive error response</li><li>`errorCode` - numerical code of the error</li><li>`userRecoverable` - boolean value indicating whether the error can be resolved by the user.</li></ul> `correlationId`, `message`, and `errorCode` are optional and may not be available in all errors.                                                                                                                                                                                                                                                                   |
 
 ## Customize Link
 

From 61f85c54db3c80c8b3c7f4e25727f9e87f632946 Mon Sep 17 00:00:00 2001
From: Zan Makarov <z.makarov@codat.io>
Date: Fri, 30 Oct 2026 14:30:33 +0000
Subject: [PATCH 5/5] EXP-2618 Correct nonModal, onConnectionStarted and manage
 connections details

nonModal only removes the border; the close icon is hidden by omitting
onClose. onConnectionStarted is not called on the file upload path. The
manage connections screen needs an accessToken, and the option falls back
to the Portal setting rather than defaulting to false. Invalid support
values block the component with a non-recoverable onError.

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
---
 docs/auth-flow/authorize-embedded-link.md     |  4 +--
 docs/auth-flow/customize/customize-link.md    |  4 +--
 .../auth-flow/customize/sdk-customize-code.md | 26 +++++++++----------
 3 files changed, 17 insertions(+), 17 deletions(-)

diff --git a/docs/auth-flow/authorize-embedded-link.md b/docs/auth-flow/authorize-embedded-link.md
index 0b4e5b53f0..a85e19c921 100644
--- a/docs/auth-flow/authorize-embedded-link.md
+++ b/docs/auth-flow/authorize-embedded-link.md
@@ -76,8 +76,8 @@ You can add custom logic into our SDK by using callback functions to complete an
 
 | Property              | Description                                                                                                                                                                                                                                               | Arguments                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
 | --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
-| `onConnectionStarted` | Called when the user selects their integration and a connection is created in a `pending` state, or when the user starts reconnecting an existing connection.                                                                                             | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection or a file upload</li></ul> |
-| `onConnection`        | Called when a connection is successfully authorized and moved out of a `pending` state or files are uploaded.                                                                                                                                             | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection or a file upload</li></ul> |
+| `onConnectionStarted` | Called when a connection is created in a `pending` state after the user consents, or when the user starts reconnecting an existing connection. Not called for file uploads.                                                                               | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection</li></ul>                  |
+| `onConnection`        | Called when a connection is successfully authorized or reconnected and moved out of a `pending` state, or when files are uploaded.                                                                                                                        | A `connection` object containing the following properties: <ul><li>`connectionId` - unique identifier of the connection</li><li>`integrationId` - unique identifier of the integration</li><li>`sourceId` - unique identifier of the source type</li><li>`sourceType` - value indicating the information source type (`Unknown`, `Accounting`, `Banking`, `BankFeed`, `Commerce`, `Expense`, or `Other`)</li><li>`integrationKey` - 4-character value that identifies the integration software in Codat</li><li>`platformName` - name of the integration software</li><li>`isReconnection` - `true` when the user is reconnecting an existing connection, `false` for a first-time connection or a file upload</li></ul> |
 | `onConsent`           | Called when the user consents to the terms of use of their data.                                                                                                                                                                                          | A `text` object containing a Markdown representation of all text on the consent screen.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
 | `onFinish`            | Called when the user completes all required steps of the connection flow and clicks the "Complete" button.<br/> We recommend unmounting the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this. |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
 | `onClose`             | Called when the user clicks the "X" ("Close") button of the connection flow. <br/> We recommend removing the `CodatLink` component in this callback. In the React example above, we call `setModalOpen(false)` to do this.                                |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
diff --git a/docs/auth-flow/customize/customize-link.md b/docs/auth-flow/customize/customize-link.md
index 2d4da72d13..264f94b239 100644
--- a/docs/auth-flow/customize/customize-link.md
+++ b/docs/auth-flow/customize/customize-link.md
@@ -58,7 +58,7 @@ This setting is only relevant for integrations that allow their users to operate
 
 #### File upload support email
 
-Provide the email address your customers can contact when their files fail to submit in the intelligent file upload journey. Link always shows a message suggesting they contact you for support. If you set an email address, Link also displays a **Contact bank** button that opens a new email to that address. Use a single valid email address, or leave the field empty to show only the message.
+Provide the email address your customers can contact when their files fail to submit in the [intelligent file upload](/spend-insights/resources/link-file) journey. Link always shows a message suggesting they contact you for support. If you set an email address, Link also displays a **Contact bank** button that opens a new email to that address. Use a single valid email address, or leave the field empty to show only the message.
 
 #### File upload scheduling link
 
@@ -66,7 +66,7 @@ Provide a scheduling link, such as a Calendly page, that your customers can use
 
 #### Manage connections
 
-Let your customers review and manage their existing connections within Link. When enabled, companies that have already connected at least one platform see the manage connections screen when they open Link. This screen is only shown to authenticated users, for example when you pass an `accessToken` to the SDK. You can also customize the title and subtitle of this screen.
+Let your customers review and manage their existing connections within Link. When enabled, companies that have already connected at least one platform see the manage connections screen when they open Link. The screen is only shown when Link is initialized with an `accessToken` for the company. You can also customize the title and subtitle of this screen.
 
 #### Mobile support warning
 
diff --git a/docs/auth-flow/customize/sdk-customize-code.md b/docs/auth-flow/customize/sdk-customize-code.md
index 31ddb8bb72..f17c599d4b 100644
--- a/docs/auth-flow/customize/sdk-customize-code.md
+++ b/docs/auth-flow/customize/sdk-customize-code.md
@@ -20,7 +20,7 @@ function AuthFlow() {
   const config = {
     companyId: "e0e0462f-d7f3-456f-b3e9-0b40afe0245e",
     options: {
-      nonModal: false,
+      hideBorder: false,
       showLandingPage: true,
       showSandboxIntegrations: true,
       //theme: {...},
@@ -63,7 +63,7 @@ As the `options` object overrides the Link settings set in the Portal, this may
   onClose={onClose}
   onFinish={onFinish}
   options={{
-    nonModal: true,
+    hideBorder: true,
     showLandingPage: true,
     showSandboxIntegrations: true,
     theme: {...},
@@ -87,8 +87,8 @@ The `options` prop is optional and accepts an object containing the following op
 
 | Property                   | Description                                                                                                                                                                                                           |
 | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
-| `nonModal`                 | ⚠️ **Deprecated**: Use `hideBorder` and omit `onClose` instead. <br/><br/> Determines whether Link uses non-modal styling, removing the border and close button.                                                      |
-| `hideBorder`               | Removes the modal-styled border and padding. See [Non-modal styling](#non-modal-styling) below.                                                                                                                       |
+| `nonModal`                 | ⚠️ **Deprecated**: Use `hideBorder` instead. <br/><br/> Behaves the same as `hideBorder`: removes the modal-styled border.                                                                                            |
+| `hideBorder`               | Removes the modal-styled border. See [Non-modal styling](#non-modal-styling) below.                                                                                                                                   |
 | `showLandingPage`          | Determines whether the user sees an extra landing page at the start of Link.                                                                                                                                          |
 | `showSandboxIntegrations`  | Controls whether integrations that only connect Sandbox data appear for selection.                                                                                                                                    |
 | `theme`                    | Contains options that control the visual appearance of the Link flow.                                                                                                                                                 |
@@ -105,12 +105,12 @@ The object is applied **as the `CodatLink` component is mounted**, so doesn't su
 
 ### Non-modal styling
 
-By default, the Link component is designed to be presented in a modal. To override this, set the `hideBorder` option to `true` to remove the modal-styled border and padding, and omit the `onClose` callback to hide the close icon.
+By default, the Link component is designed to be presented in a modal. To override this:
 
-The `nonModal` option is deprecated. When set to `true`, it will:
+- Set the `hideBorder` option to `true` to remove the modal-styled border.
+- Omit the `onClose` callback to hide the close icon.
 
-- Hide the close icon.
-- Remove the modal-styled border and padding.
+The `nonModal` option is deprecated and behaves the same as `hideBorder`. It does not hide the close icon.
 
 You can see an [example of this on GitHub](https://github.com/codatio/sdk-link/tree/main/examples/non-modal).
 
@@ -235,19 +235,19 @@ To provide your customers with this option, set the `enableMultiEntityLinking` o
 
 Authenticated users who return to Link with existing connections can review and manage those connections within Link. Companies that have already connected at least one platform see the manage connections screen when they open Link.
 
-To provide your customers with this option, set the `enableManageConnections` option to `true`. This screen is only shown to authenticated users, for example when you pass an `accessToken` to the SDK. By default, this option is set to `false`. You can also enable it and customize the screen's title and subtitle in your [Link settings](/auth-flow/customize/customize-link#manage-connections).
+To provide your customers with this option, set the `enableManageConnections` option to `true`. The screen is only shown when you initialize the SDK with an `accessToken` for the company, as described in [Authorize user](/auth-flow/authorize-embedded-link#authorize-user). If you don't set this option, Link uses the **Manage connections** setting from your [Link settings](/auth-flow/customize/customize-link#manage-connections), where you can also customize the screen's title and subtitle.
 
 ## File upload support email
 
-When a user's files fail to submit in the intelligent file upload journey, Link shows a message suggesting they contact you for support. If a support email is set, Link also displays a **Contact bank** button that opens a new email to that address.
+When a user's files fail to submit in the [intelligent file upload](/spend-insights/resources/link-file) journey, Link shows a message suggesting they contact you for support. If a support email is set, Link also displays a **Contact bank** button that opens a new email to that address.
 
-You can set the email in your [Link settings](/auth-flow/customize/customize-link#file-upload-support-email). To override it for a session, set the `supportContactEmail` option to a single valid email address. An invalid address fails validation when the component mounts and is reported through `onError`. If no email is set, Link only displays the message.
+You can set the email in your [Link settings](/auth-flow/customize/customize-link#file-upload-support-email). To override it for a session, set the `supportContactEmail` option to a single valid email address. An invalid address fails validation when the component mounts: Link shows an error screen instead of the flow and calls `onError` with `userRecoverable` set to `false`. If no email is set, Link only displays the message.
 
 ## File upload scheduling link
 
 You can let your customers book a call for help exporting files from their software. If a scheduling link is set, the intelligent file upload steps display a **Need assistance? Contact us** footer, and **Contact us** opens the link in a new tab.
 
-You can set the link in your [Link settings](/auth-flow/customize/customize-link#file-upload-scheduling-link). To override it for a session, set the `codatSupportBookingUrl` option to an `http` or `https` URL. An invalid URL fails validation when the component mounts and is reported through `onError`. If no link is set, Link does not display the footer.
+You can set the link in your [Link settings](/auth-flow/customize/customize-link#file-upload-scheduling-link). To override it for a session, set the `codatSupportBookingUrl` option to an `http` or `https` URL. An invalid URL fails validation when the component mounts: Link shows an error screen instead of the flow and calls `onError` with `userRecoverable` set to `false`. If no link is set, Link does not display the footer.
 
 ## CSP nonce
 
@@ -315,4 +315,4 @@ If you currently allow `style-src 'unsafe-inline'` for the SDK, follow these ste
 
 - [Manage Link settings in Portal](/auth-flow/customize/customize-link)
 - [Manage branding settings in Portal](/auth-flow/customize/branding)
-- [Enable your customer to manage connections](/auth-flow/optimize/connection-management)
+- [Use the Connections SDK in your app](/auth-flow/optimize/connection-management)