Difference between revisions of "Category:Electronic Correspondence"
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=='''Overview'''== | =='''Overview'''== | ||
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| + | If your organization utilizes DDI's [[:Category:Online CEF|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. | ||
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| + | Once your electronic correspondence is set up, you would want to proceed in this order: | ||
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| + | * [[PDF Batch Approval|Approve the PDF Batches]] | ||
| + | * [[PDF Generation Processing|Process the PDFs]] | ||
| + | * [[Email Generation Processing|Send the Emails]] | ||
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| + | NOTE: DDI can configure your system to automatically generate PDFs and send emails during daily job processing, once you have approved the PDF batches. Contact DDI Client Support for information on how to have this configured. | ||
[[Category:CEF]] | [[Category:CEF]] | ||
| + | [[Category:Connect FR]] | ||
Latest revision as of 20:55, 27 March 2012
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:
NOTE: DDI can configure your system to automatically generate PDFs and send emails during daily job processing, once you have approved the PDF batches. Contact DDI Client Support for information on how to have this configured.
Pages in category "Electronic Correspondence"
The following 8 pages are in this category, out of 8 total.
