The 'Send All' feature in BigChange is a powerful tool designed to save you time by allowing you to issue multiple financial documents simultaneously. This guide will walk you through the steps to effectively use this feature.
For a more indepth article on the Send All function, please refer to the separate article Using the Send All Function in BigChange.
Accessing Financial Documents
Navigate to [Top menu] CRM
- [side menu] Financial Documents.
- Select either the Documents or Contracts tab.
- Use filters to display the list of documents you wish to send.
Using the 'Send All' Button
Once you have filtered the documents:
- Select the 'Send All' button to start the process.
Creating or Selecting a Template
A new popup window will appear, providing options to:
- Create a new email suitable for the type of document you are sending by using the email editor.
- Select a pre-existing template you have already created by slecting from the drop down list.
Adding Attachments
- If needed, you can include additional attachments or images by clicking on the attachments link. The invoice PDF has already been automatically attached.
Finalising the Process
Before you finalise sending the email you also have the following options to include other people into the email. By default the Persons who receives financial documents will be auto selected. This can be changed by using the Persons check box.- Primary person - The Primary person can be found and set on each contacts Persons tab in the CRM and highlighted with a blue tick. Please refer to the article on Selecting a Contact's Primary Person.
- All persons - This option will add every person at the contact the invoice email is going to, that you have an email address in the CRM.
- Persons who Receives financial documents - This is a tickbox on the contacts record under the persons tab in the CRM.
- Persons with a flag - This option allows you to utilise Person Flags. Please refer to the article on Creating and Using Person Flags
Person at parent - You can also 'Send to parent's persons' instead (if contact has parent)
CC - This allows you to cc the email to anyone by adding a email address.
- Complete the process by selecting 'Send'.
- Note that documents marked as ‘pending’, ‘rejected’, or ‘cancelled’ will not be included in the sent documents.
Additional Applications of 'Send All'
The 'Send All' function is not limited to financial documents. It can also be used in other areas, such as sales opportunities, to streamline communication and document distribution.
Conclusion
The 'Send All' feature in BigChange is an efficient way to manage and distribute multiple financial documents quickly. By following the steps outlined, you can ensure that your document distribution process is both effective and time-saving. Explore other areas where the 'Send All' function can be applied to further enhance your workflow.
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