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Bulk Email Notification

Learn how to bulk send emails within ATO SmartDocs

Updated today

Sending emails in bulk within SmartDocs Processing is ONLY available if your practice is using the Office 365 API for email sending.

The Bulk Send Notifications button will be available on the ATO SmartDoc processing screen where the Office365 API has been configured for email sending. Refer to Configuring Office 365.

To use the Bulk Send Notification feature, follow the steps below:

  1. Click the Bulk Send Notifications button to send emails from the ATO SmartDocs processing screen in bulk.

  2. The Bulk Send Notifications screen will list documents (up to 50) with the status of Not Notified where a valid email address and mobile phone number exist against the client.

  3. Tick the checkbox for the documents to which you would like to send the email notifications and SMS and then click the Send XX notification(s) button.

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