Email Generation Processing
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Overview of NA48
When you have approved and generated the PDF batches for electronic correspondence, the final step is to generate the emails that notify your donors, investors and borrowers that they have documentation available for viewing.
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Utilities
- Double-click Email Generation Processing. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Master ID | If you wish to generate emails for just a particular master account, you can enter that number here or click the search icon to locate the account. Leave this field blank to send emails for all generated PDFs |
| Generate emails | If left unselected, the report will generate in preview mode only and no emails will be sent. If this box is selected, the emails will be sent |
| Send emails to secondary recipients even if primary recipient has no email address | If checkbox is selected, emails can be sent to secondary recipients (linked names on constituent or account record), even if the primary recipient (primary tax ID on an investment or loan) has no email address. Otherwise, the standard behavior is to flag these as unsendable |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
When you have made your selections, click Start. If you opted to generate emails, the emails will now be sent. The system will display a report showing the total number of emails sent. Click below to view a sample of this report.
