4.04 Managing and sending meeting invitations

Please make sure that your teamsettings for sending communications is updated. Please decide on the following topics: do you want to send emails automatically? Do you wish to use our integration with EasyPost for automatically sending letters? 1.05 Manage correspondence settings

When you first create a new meeting you will see that all the owners who are also trustee of the unit that is linked to the division key will be displayed in the card « Invitations ». This serves as an indication to our customers to know who needs to be invited or who will get an invite. At first all the invitations will be pending, after sending the meeting invitations with the agenda and procuration document attached everyone will be updated to status « Meeting invite sent ». 

To send the meeting invitation following these steps : 

1. Click on the action button on the top right hand of your screen
2. Choose the option « Send invitations » 
3. Now you will see a new screen open up, please follow the next steps to complete sending meeting invitations.
   1. Select a template from inside your teamsettings. This template will be used to introduce the automatically created agenda of the meeting to the recipients
   2. Select an e-mailaccount: from which e-mailaccount should the e-mails be sent?

After completing the above steps, Vera will load all the attendees for you that are linked to the division key. After everything has loaded you can manually adjust the communication for each attendee by clicking inside the selector "Select attendee". Depending on the communication preferences of the co-owner, some will receive an e-mail and some will receive a letter. 

Vera automatically creates the agenda of the meeting because we believe that our customers should not spend doing this. The meeting agenda can't be edited. After everything has been validated you can click on the blue button "Send all invitations". This action will create a batch of communication that can be found underneath the menu item "Mailings". Depending on if you have chosen in the teamsettings to send e-mails and letters automatically, all the communication will be automatically sent. If you have chosen manual you will have to manually send all the emails and print all the letters.