Difference between revisions of "Category:Electronic Correspondence"

Overview

If your organization utilizes DDI's Online CEF , you can set up electronic correspondence so that your donors, investors and borrowers receive certain documents via email rather than paper copies. Eligible documents include donation receipts, investment notes, statements, deposit receipts, loan payment receipts and more. The documents below will provide information on how to set up the electronic correspondence in your system. However, you will first want to contact DDI Client Support for assistance in adding the necessary screens to your DDI Connect menu.

Once your electronic correspondence is set up, you would want to proceed in this order:

Approve the PDF Batches Process the PDFs Send the Emails