Weekly Follow Up Email

Overview: The Weekly Follow-Up Email feature streamlines communication between the Accounting Team and Business Team by replacing multiple daily emails with a single, actionable weekly email. This reduces email clutter and automates manual follow-ups.

Table of Contents:

1. Roles for sending and receiving

2. How to Send Weekly Follow-Up Emails

3. How to Control the Follow-Up Email

1. Roles for sending and receiving :

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

   2. Senders: Accounting Team users (Account Managers and Staff)

2. Steps: How to Send Weekly Follow-Up Emails:

   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.

      

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

      

   5. Click Send to trigger the email.

   6. A confirmation message will appear
      
      
   7. Below is an image representation of the mail sent to the recipient
      
      

3. How to Control the Follow-Up Email:

   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.