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This page guides you through the Provider bulk email notifications process within the Brevity Lite version.

These are the topics on this page:

  • Accessing the Bulk Email Notification screen

  • Additional Information

  • Navigating the Bulk Email screen

  • Sending a Provider Bulk Email

Accessing the Bulk Email notifications

The Provider Bulk Email Notification page within the lite version is accessed from the Employees >Provider Bulk Email menu. This Notification page allows for the organisation to email out to their providers general email communications with or without attachments.

Additional Information

For information on the registering of audit records for the email transaction refer to the provider topic.

Navigating the Bulk Email screen

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Expand
titleClick and preview the fields and objects mainatined within the Provider Bulk Email page

The following is an outline of the fields and objects that comprise the Provider Bulk Email form:

  1. SMTP Alert: If your custom SMTP setting within the Organisation record have not been established Brevity will provide an alert. This alert will list the default sender email address.

  2. Send: Selecting this button will send the report or email to the selected service providers.

  3. Preview: Selecting this button will create a data grid listing of the service providers who can be selected to receive the email.

  4. Email Template: This is a drop down field is not applicable.

  5. Report: This is a drop down field will list by default GENERAL EMAIL.

  6. From: This is a drop down field that lists the name of the sender of the email. 

  7. Subject: This field is used to specify the text that will appear within the Subject Line of the email

  8. Email Group: This is a drop down field is not applicable.

  9. Email Body tools menu: The tools listed allow the user to modify the formatting, alignment and indentation of the text presented within the email body.

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  10. Email Body: This is the message that you will reflected within the email that is sent to your service providers.

  11. Search field: This field is used to search for individual or groups of matching service provider, using full or partial text strings.

  12. Recipient list: This data grid lists the service providers that can receive email. This grid is created from the action of selecting the preview button. Data listed within the grid includes recipient name, email address and view link to review the report information that is relevant to the recipient.

    Recipients without a valid email address will be marked with the (error) icon opposite their name

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  13. Attachments: Selecting the (plus) Add Documents button allows the user to access to a file upload screen from where they can search for and select the documents that are to be attached to the email.

Sending a Provider Bulk Email

To undertake a Provider Bulk Email observe the following steps:

  1. Select the Employee >Provider Bulk Email menu option to open the Provider Bulk Email page.

  2. Within the Report field select the GENERAL EMAIL option .

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  3. Within the From field either accept the default login name that has been listed, or position your cursor in the field , clear the results and search for alternate user name.

  4. Within the subject field input the purpose of the email.

  5. Input the structure of your email within the Email Body field, make any adjustments to text formatting, indentation and alignment.

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  6. To add attachments to a general email, select the (plus) Add Documents button to present the file upload screen, search for and select the documents that are to be attached to the email.

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  7. Select the PREVIEW button from the ribbon bar to display a list of the service provider's that can the recipient of the email that you send. Either Individually select the service provider records or select all.

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  8. Click on the send email to send the email to the selected recipients. An icon will be presented to alert you as to whether the email has been successfully sent or failed.

    Green checkbox means the email was sent successfully
    Red X icon means the email failed to send