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Currently the Doorways app allows for two different types of bulk actions. The first is bulk letters. With bulk letters you can select a template to send to all the members of a group. The second option is to post a bulk transaction. The transaction will be posted to all households that are members of the group, and have an account selected. If no account has been selected, then the member will be excluded for that specific action.

Step-by-Step Guide to Creating a Bulk Letter

  1. Click on "Groups" in the header navigational bar.
  2. Select the group you wish to generate a letter for. (If you have not created a group yet, see Guide to Creating Groups)
  3. From the Group Overview page, click the action select dropdown.
  4. Click "Letter from Template.
  5. The bulk letter wizard will then run.
  6. Step one, find the appropriate letter from the list of templates, and then click the "Choose" button to the right of the template.
  7. From here, you can choose to edit the template.
    1. Click inside the text box to edit the letter. The text editor allow you to change the text within the template, and edit/remove/add any merge fields.
    2. The merge field legend offers a list of merge codes and their correlating meanings. Each merge field will be automatically filled for each individual household within the group.
    3. Clicking this button returns you to the first step of the letter wizard, the template list. From there you can select a new letter template.
    4. Click this button to preview the bulk letters, and move on the the next step of the bulk letter wizard. It may take a few moments for the preview to generate.
  8. Step three allows the user to view the examples of each individual bulk letter that will be printed. When finished, click "Edit Letter" to return to the editor, or "Generate Letter" to move on the the last step of the bulk letter wizard.

    1. Edit Template Button: Returns to the previous step of the bulk letter wizard. 
    2. Generate Letters: Move to the next step of the bulk letter wizard.
  9. After selecting "Generate Letter" a new tab will open. Within this tab is a pdf document of all the letters for each individual in the group. Download or print the pdf document.
  10. Returning to the Doorways tab in your browser, a success message should appear. 
  11. Success! Click "OK" and you're all done. Each individuals Letter History will reflect the new letter created from the bulk action.


Step-by-Step Guide to Performing a Bulk Transaction

  1. Click on "Groups" in the header navigational bar.
  2. Select the group you wish to generate a letter for. (If you have not created a group yet, see the Guide to Creating Groups)
  3. From the Groups Overview page, click the action select dropdown.
  4. Click "One Time Accounting Transaction".
  5. The bulk transaction wizard will then open.
  6. Step one, 
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