The Send Financial Statements workflow streamlines the process of printing financial statements to SmartVault and notifying clients that they are available for download. The Sent Financial Statements Dashboard gives you the ability to see at a glance
There are two parts to the Send Financial Statements workflow:
Once you have created the client in SmartVault, you can easily print a financial statement via the SmartVault PDF Printer and upload it to the appropriate client's folder using the Auto-Filer feature.
To tag a document as a Financial Statement in the Auto-Filer, you must select the following options:
If you haven't created an Accounting Services folder for your client, the Auto-Filer will automatically create the needed folders for you and will grant your client access to those folders based on the Accounting Services folder template.
Once the financial statement has been tagged and sorted by the Auto-Filer, the Send Financial Statements console in the Dashboard will show which clients' financial statements been printed to SmartVault. If the financial statement has been properly tagged and printed to SmartVault, you can quickly notify selected clients that their statements are ready for downloading.
The Send Financial Statements filter will also show which clients have downloaded their financial statement and track which clients have been sent notification emails and reminder emails.
Not only does the Send Financial Statements workflow save a lot of time, but it also keeps the documents secure at all times and allows you to oversee the process of sharing financial statements with (potentially) thousands of clients from one simple to use console. Easily do the following: