GreatSoft | e-Docs Deliverables & Pre Requisites

PLEASE NOTE THAT THE STATEMENTS/INVOICES CANNOT BE SENT IN HTML FORMAT THEY WILL BE SENT IN SNAPSHOT FORMAT AS AN ATTACHMENT.

Deliverables

• .
• Training for maintenance and process of mailing and printing.
• Training for Approvers of Statements.
• A test run will be executed on site using clients internal email addresses for a test batch of no
  more than 10 Statements/Invoices.
• An introductory email sent to all clients with email addresses for the specific contact type,
  explaining the change in delivery of Statements or Invoices.
• The clients will be advised of where and how to obtain Snapshot reader in order to read the
  attachments. Snapshot reader is a standard feature in Microsoft Office 2000 or higher, if the option
  had been selected on installation. It will be available on Our Website:
  http://www.greatsoft.co.za/Services/SViewer/snpvw.exe
• The body of the email will read Client Name and Outstanding Balance.
• Advise IT Department on additional email address needed for return mail and BCC mail.

Prerequisites

• An additional Contact Type must be added and all clients that will potentially receive
  Statements/Invoices by email must have the correct email addresses attached. (Suggested
  Contact Type “eDocs” or “Statements”
• SMTP Server and port addresses. This is needed for automatic sending of emails.
• An additional email address (e.g. This e-mail address is being protected from spambots. You need JavaScript enabled to view it ) which will be the reply to address
  as well as receive a copy of the Statement/Invoice.
• Mail Subject, i.e. a subject line that will identify to the clients what the email relates to.
• Username & Password where applicable. For Authentication on the SMTP Server.