Efficiently Send Contract Financial Documents with 'Send All' Feature

  • Updated

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

  1. [side menu] Financial Documents.
  2. Select either the Documents or Contracts tab.
  3. Use filters to display the list of documents you wish to send.

Cont2.png

Using the 'Send All' Button

Once you have filtered the documents:

  • Select the 'Send All' button to start the process.

Cont3.png

Creating or Selecting a Template

A new popup window will appear, providing options to:

  1. Create a new email suitable for the type of document you are sending by using the email editor.
  2. Select a pre-existing template you have already created by slecting from the drop down list.

Cont4.png

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.

Cont4.png

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.
Cont6.png
You can select to send the email to:
Persons:
  • 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.

Cont8.png

  • 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.

Cont7.png

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.

Cont5.png

 

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.

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.