Sending multiple quotes, job cards, or invoices at once can streamline your workflow. Follow these steps to bulk send documents from your system:
Steps to Bulk Send:
Navigate to List View:
Go to the Schedule menu in your system.
Click on the quote, job card, or invoice menu tab at the top to access the list view of the respective documents.
Select Documents to Send:
In the list view, you will see a list of all quotes, job cards, or invoices.
On the left-hand side of each document entry, there should be tick boxes.
Mark Documents for Bulk Send:
Select the tick boxes next to the quotes, job cards, or invoices that you want to send in bulk.
Initiate Bulk Send:
After selecting the documents, look for the "Send" button on the right-hand side of the page.
Click on the "Send" button to initiate the bulk sending process.
Confirmation:
The system will send all the marked quotes, job cards, or invoices to their respective recipients.
Additional Notes:
Ensure you have the necessary permissions to send documents.
This method helps save time when sending multiple documents to clients or stakeholders.