Weekly Follow-Up Email

Table to Contents:

1. Roles of Sending and Receiving

2. How to Send Follow-Up mails

3. How to Control Follow-Up mails

Roles

Recipients: Full Bookkeeping Business Team users (Business Admins and Employees).

Senders: Accounting Team users (Account Managers and Staff)

How to send Weekly Follow-Up Emails

Steps: To Send Weekly Follow-Up:

1. Log in to your Docyt account and go to the Dashboard.

2. Move your cursor to the top right corner and click on the three dots (...) below your profile icon.

3. From the menu, click on Send Follow-Up.

d. A small window will open — select the Business Name.

e. Click Send to trigger the email.

f. A confirmation message will appear

g. Below is an image representation of the mail sent to the recipient

How to Control Follow-Up Emails

1. Business team users can enable or disable receiving the weekly follow-up email through:

   1. Notification Settings.

   2. Permissions.

2. The Accounting Team decides when to send the email.

3. Teams can see when the last email was sent.

4. Once the email is sent, the selected Management Group will be disabled for 7 days to prevent resending.