TIP OF THE WEEK



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September 7, 2015
Avionté wishes you a safe and fun-filled Labor Day!
The Avionté US office will be closed on Monday, September 7th in observance of Labor Day. 
Happy Labor Day - Enjoy your holiday!
Your Statement of Work (SOW) just got easier!
We are excited to announce that Avionté will begin using DocuSign! 
DocuSign enables Avionté clients to electronically sign documents with ease and security. When a billable request is made you will be emailed an electronic copy of the document requiring your signature. Just follow the prompts to work through the process.


For step by step instructions click here. This link has been updated.
Avionté Training Bootcamp
Need additional training for your team?  
Have new hires that you would like to get trained on Avionté? We are excited to announce that we are now offering a monthly Avionté Training Bootcamp; the training is held the second week of each month. The sessions will cover basic Avionté functionality, getting your employees better prepared for their day to day responsibilities. Contact your Client Manager for details!

Bootcamp Pricing per Avionté Client:
Front Office: $650
Back Office: $500
Admin Tools: $350
Full Portals: $200

Sign Up for Avionté Training Bootcamp using the following links -
Valid September, 2015 through March, 2016:
2nd Wednesday of each month - Front Office - 9:00am - 4:00pm CDT  -   Front Office
2nd Thursday of each month - Back Office - 9:00am - 3:00pm CDT   -   Back Office
2nd Friday of each month - Admin Tools - 9:00am - 1:00pm   -   Admin Tools
2nd Friday of each month - Portals - 1:30pm - 3:30pm CDT   -   Portals
Tip of the Week
Mass Mail
A Favorite Group must be available in order to use Mass Mail. A new Favorite Group can be created from the Shortcut or Actions menu.

Create a New Mass Mail
From the Start Page select the Email Main Tree, the Mass Mail sub tree and the Search option. Click the New Mass Mail button and the New Mass Mail Wizard opens.
  1. Add a Mass Mail Description.
  2. Select an existing Email Profile or click New and create a profile.
  3. Select the Type from the drop-down list. The Type of the Mass Mail is dependent on who the email will be sent to. For example, if the Description is Job Opportunity, you will probably want to send this Mass Mail to employees.
  4. From the drop-down list, select your Favorite Group. The employees in the group will populate in the lower section. 
  5. Attach any documents, such as a job description.
  6. Click Next to move to the Template tab.
Template
In this tab you will add your template. Select a previously created template from the Template drop-down list.
Note: If you intend to use the Scheduler, you must select a System standard template. 
  1. If you do not have a template created, you may simply fill in the Subject line and add your message in the Message section using the Sender and Recipient information icons to populate specifics.
  2. Click Next to move to the Preview tab.
Preview
In the Preview tab you can view the email populated with the information selected from the employee and user lists. You are able to navigate through all of the recipients from the Favorite Group using the arrows

Send
Click Next to move into the Send tab. You can see who has an email account set up and who doesn't. Without an email they cannot receive a Mass Mail. Select those you wish to send this email to and click Finish. When a Mass Mail is sent a message is attached to the employee record.

Mass Mail Scheduler
The Mass Mail scheduler allows for each mass mail to be given a date and time to be automatically processed and sent. It is based off of the system time displayed within Avionté, and can be repeated at certain intervals. Navigate to the Email Main Tree, Mass Mail sub tree and the Schedule option. 
  1. Open a template. You must select a System standard template when using the Scheduler.
  2. Select Add Schedule. The Schedule tab opens.
  3. Enter the required information into the provided fields.
  • Schedule Types: Daily Weekly
  • Schedule Start Date: Select the date on which the schedule will begin. The time selected will be used for each iteration. The system date and time displayed within Avionté is used.
  • Email Profile: Select the Email Profile that this mass mail should be sent from.
Upgrade: If you do not have 14.2.2 or higher, you may enter an upgrade ticket to move forward.