Application overview

Future principle

Once the integration with fulll PDP is complete, clients will be able to register to it. If a client is registered to fulll PDP, the integration between fulll and fulll PDP will be activated for that client, meaning:

Electronic invoices generated in the Fact application will be automatically sent to their recipients via fulll PDP.
Electronic invoices addressed to that client will be automatically transferred by fulll PDP to the Invoicing application for accounting purposes.

This will simplify invoice management for both you and your clients (see the article Why encourage your clients to choose fulll PDP?).

Current Principle

Currently, the integration is still under development. Therefore, we're offering clients the option to pre-register to fulll PDP. Pre-registration consists of obtaining the client's authorization to register them to fulll PDP once everything is finalized. We will, of course, inform you once the registration feature is ready.

What the Application Does

The application allows you to:

Check which clients have pre-registered to fulll PDP.
Encourage eligible clients to pre-registered to fulll PDP.
Make more clients eligible (to reach a wider audience).

Application Components

The application consists of two main pages:

The PDP Dashboard.
The PDP Invitations Template.

PDP Dashboard

You can access this page via the 'PDP' menu within Admin:

This page includes the following elements:

Four tabs, each providing access to a list:

Tab name	Purpose
All my clients / establishments	Understand your clients' PDP status.
Add or Correct Establishment ID	Make more clients eligible by adding or correcting their establishment ID.
Add users	Make more clients eligible by adding users for them.
Send invitations	Send fulll PDP invitations to client users.

The page also includes the following two options outside of the tabs:

Option name	Purpose
Suggest fulll PDP	Activating this option displays a pop-up to all accounting firm clients suggesting they pre-register to fulll PDP.
Customize Invitation Template	View the template for fulll PDP invitation emails.

1st Tab: 'All My Files / Establishments'

Purpose: Understand your clients' PDP status.

Displayed Items: List of clients in your favorites.

Key Information: The PDP status.

PDP status	Interpretation
Inactive - Not Suggested	fulll PDP is not suggested for this client, meaning: Mass suggestion is not applied to the client: Either because mass suggestion is not activated for the accounting firm. Or because it is activated for the accounting firm, but the client is not eligible. And no invitation has been sent to any of this client's client users.
Inactive - Suggested	fulll PDP has been suggested for this client, meaning: Either the suggestion is activated, and the client is eligible. And/or at least one invitation has been sent to a client user for this client. And at least one client user for this client has not yet responded in the suggestion pop-up.
Pre-registered	fulll PDP has been suggested for this client, meaning: Either the suggestion is activated, and the client is eligible. And/or at least one invitation has been sent to a client user for this client. And one of the client users has validated the pre-registration for the client.
Inactive - Rejected	fulll PDP has been suggested for this client, meaning: Either the suggestion is activated, and the client is eligible. And/or at least one invitation has been sent to a client user for this client. And all solicited client users have rejected pre-registration.

2nd Tab: 'Add or Correct Establishment ID'

Reminder: What makes a client 'eligible'?

Based in France
Has a valid Establishment ID
Has at least one user
Is not yet pre-registered to fulll PDP

Purpose: Make more clients eligible by adding or correcting their Establishment ID.

Displayed Items: List of clients in your favorites who do not have a correctly entered Establishment ID.

Key Information: The Establishment ID column.

Establishment ID state	Interpretation
Displays 'Establishment ID missing'	The Establishment ID is not entered for this file.
Displays a warning icon	The Establishment ID could not be verified against a public database.
Displays a copy icon	The Establishment ID is duplicated: it is entered for at least two clients of the accounting firm.

You are invited to click in the Establishment ID column to add or correct the Establishment ID.

The Establishment ID can only be saved if:

We have been able to verify that the Establishment ID exists in a public database.
The Establishment ID is not a duplicate (i.e., not already entered for another file of the accounting firm).

Once the Establishment ID is saved, a green check icon is displayed, and the row will no longer be shown on your next visit to the tab.

3rd Tab: 'Add Users'

Reminder: What makes a client 'eligible'?

Based in France
Has a valid Establishment ID
Has at least one user
Is not yet pre-registered to fulll PDP

Purpose: Make more clients eligible by creating users.

Displayed Items: List of clients in your favorites who do not have any client users.

Key Action: 'Add Client Users'

You are invited to create a user for the clients listed, by clicking the 'Add' button for the desired client's row.

Upon clicking, you will be redirected to the client user creation page, with the company pre-filled.

Once at least one client user is added, the row will no longer be displayed in this tab.

Encourage Your Clients to Pre-register in fulll PDP

More information can be found in the article How to encourage your clients to join fulll PDP?.

We provide collaborators with two tools to encourage clients to pre-register to fulll PDP:

Mass Suggestion.
Invitations.

Mass Suggestion

This action is located at the top right of the screen and is reserved for administrators.

Mass suggestion for fulll PDP is the preferred action to reach the largest number of clients with minimal effort.

Once the suggestion is activated, for all eligible clients of the accounting firm, a pop-up will appear on their next connection to fulll, suggesting they pre-register to fulll PDP.

Send Invitations

This is triggered via the 4th tab: 'Send Invitations'.

Purpose: Send fulll PDP invitations to client users.

Displayed Items: List of clients in your favorites who are eligible - and a list of their users.

This is the second tool available to collaborators for encouraging clients to pre-register to fulll PDP. This feature can be used in several ways:

As a complement to mass suggestion: To follow up with clients.
For precise targeting: It's possible to send invitations to an individual client user.
If you prefer a personalized approach: It's possible to customize the invitation email template.

Sending an invitation to a client user:

Triggers the sending of an invitation email.
Triggers the display of the fulll PDP suggestion pop-up on their next login (same behavior as mass suggestion).

Key Information: PDP suggestion status.

PDP suggestion status	Interpretation
Not suggested	fulll PDP is not suggested to this user. And no invitation has been sent to this client user.
Suggested - no response	fulll PDP has been suggested to this user. And the user has not yet selected a response.
Rejected	fulll PDP has been suggested to this user. And the user has selected 'reject' as their response.
Postponed	fulll PDP has been suggested to this user. And the user has selected 'remind me later' as their response.

Invitation Sending Process:

Use the 'Prepare Send' action at the end of the row to send to a single user.
Or select multiple users and use the 'Prepare PDP Invitations Send' button to send to multiple users.
The send preparation window will be displayed.

PDP Invitation Template

To control your communication, you can customize the invitation email template. Do this by clicking the button at the top right of the 'PDP Dashboard' page, or by following the link displayed in the send preparation window.

This page allows you to view the fulll PDP invitation email template.

Administrators can modify the content of this template in the left part of the page, while a preview is available in the right part of the page.

What Does the PDP App Do?