The documents can be either single “pro-forma” documents or personalised merge documents. Send files as hyperlinks / Send files as attachments When creating messages to recipients, the user can determine whether “additional documents” are sent as attachments to the email or hyperlinks to a portal location. The additional documents are posted on the portal regardless, so creditors can logon to the portal to retrieve the documents. The text of the email content needs to be reviewed to reflect the practice policy to suit the publishing workflow. There is new document template content available in the application for communications to creditors. The screen shot shows the document production wizard for portal and email messages. A letter pack example is shown where the header document text appears as the text of the email message and the additional documents appear as attachments. By selecting the default option “Send files as hyperlinks” the software will post attached documents to the creditor portal when uploading the message. When selecting the option “Send files as attachments” documents will be converted to PDF documents and sent as attachments to email messages. The documents will also be posted on the creditors’ portal. Message Output Once the document production wizard is complete, the screen shot shows the portal message output. The output shows: A hard copy MS Word version of the message (This may be sent to hard copy recipients) A record of the recipients in a PDF document The portal message or email The header message containing the email text The document attachments A portal message or email will only be created if there are portal or email nominated recipients. The hard copy This document may be mailed to each hard copy recipients. The hard copy recipients are recipients that haven’t registered on the portal or haven’t nominated to receive communications via an email address. A data source of a hard copy mail merge can contain all creditors, provided you select the option for creating a hard copy for all recipients. See the tick box “create hard copy for all recipients” below: The message The message is a container for communications to creditors either via email or on the portal. The message provides a way to consolidate communications to creditors.
The documents can be either single “pro-forma” documents or personalised merge documents. Send files as hyperlinks / Send files as attachments When creating messages to recipients, the user can determine whether “additional documents” are sent as attachments to the email or hyperlinks to a portal location. The additional documents are posted on the portal regardless, so creditors can logon to the portal to retrieve the documents. The text of the email content needs to be reviewed to reflect the practice policy to suit the publishing workflow. There is new document template content available in the application for communications to creditors. The screen shot shows the document production wizard for portal and email messages. A letter pack example is shown where the header document text appears as the text of the email message and the additional documents appear as attachments. By selecting the default option “Send files as hyperlinks” the software will post attached documents to the creditor portal when uploading the message. When selecting the option “Send files as attachments” documents will be converted to PDF documents and sent as attachments to email messages. The documents will also be posted on the creditors’ portal. Message Output Once the document production wizard is complete, the screen shot shows the portal message output. The output shows: A hard copy MS Word version of the message (This may be sent to hard copy recipients) A record of the recipients in a PDF document The portal message or email The header message containing the email text The document attachments A portal message or email will only be created if there are portal or email nominated recipients. The hard copy This document may be mailed to each hard copy recipients. The hard copy recipients are recipients that haven’t registered on the portal or haven’t nominated to receive communications via an email address. A data source of a hard copy mail merge can contain all creditors, provided you select the option for creating a hard copy for all recipients. See the tick box “create hard copy for all recipients” below: The message The message is a container for communications to creditors either via email or on the portal. The message provides a way to consolidate communications to creditors.