Application Principle
Future Principle
Eventually, once the integration with fulll PDP is ready, clients will be able to be registered for fulll PDP. If a client is registered for fulll PDP, then the integration between fulll and fulll PDP is activated for that client, and:
Electronic invoices generated in the Fact application are automatically sent to their recipient via fulll PDP.
While electronic invoices sent to that client are automatically sent by fulll PDP to the Purchase application for accounting.
This will simplify your work and your client's work for invoice management (see the article: Why Encourage Your Clients to Choose fulll PDP?).
Current Principle
Currently, the integration is still under development, and therefore we offer clients the option to pre-register for fulll PDP. Pre-registration consists of obtaining the client's authorization to register them for fulll PDP once things are finalized. We will, of course, inform you once the registration feature is ready.
What can the application do?
The application allows you to:
Check which clients are pre-registered for fulll PDP.
Suggest PDP
Via the mass feature 'Suggest PDP'.
Or by sending targeted invitations.
Pre-register your clients who have delegated their PDP selection to you.
Your options:
Has your client delegated their PDP selection to you? Pre-register them for fulll PDP!
Has your client NOT delegated their PDP selection to you? Suggest they pre-register for fulll PDP!
What makes up the application?
The application consists of 2 pages:
The PDP Dashboard.
The PDP Invitations Template.
PDP Dashboard
You access the page via the 'PDP' menu in the 'Cabinet management' section in Admin:
This page consists of the following elements:
Four tabs, each providing access to a list:
Tab Name | Purpose |
All my files / entities | Understand where my clients stand in terms of PDP. Pre-register clients who have delegated their PDP selection to you. |
Add or correct SIRET | Make more clients 'eligible for suggestion' by adding or correcting their SIRET. |
Add users | Make more clients 'eligible for suggestion' by adding users to them. |
Send invitations | Send PDP invitations to company users. |
2 options outside the tabs:
Option Name | Purpose |
Suggest PDP | Activating this option displays a window to all eligible clients of the firm, suggesting they pre-register for the PDP. |
Customize invitation template | View the template for PDP invitation emails. |
1st Tab: 'All my files / entities'
Purposes:
Understand where my clients stand in terms of PDP.
Pre-register clients who have delegated their PDP selection to me.
Items displayed: List of clients in your favorites.
Key information:
PDP status
PDP Status - Values | Interpretation |
Inactive - not suggested | The PDP is not suggested for this client, which means: And no invitation has been sent to any of this client's company users. |
Inactive - suggested | The PDP has been suggested for this client, which means: And at least one company user of this client has not yet responded in the suggestion window. |
Pre-registered | The PDP has been suggested for this client, which means: And one of the company users has confirmed the pre-registration for the client, so the client's status changes to pre-registered. |
Inactive - rejected | The PDP has been suggested for this client, which means: And all company users who were prompted have rejected the pre-registration. |
Owner of PDP Selection
Owner of PDP Selection - Values | Interpretation |
Accounting firm | This means that the PDP selection for this client has been delegated to you, that you have confirmed this in the tool, and that you have therefore pre-registered the client for the PDP. |
Client | This means that PDP selection has not been delegated to you and therefore the client must pre-register themselves. |
Pre-registering your clients who have delegated their PDP selection to you
Has your client delegated their PDP selection to you? Pre-register them for fulll PDP!
In this tab, you can pre-register your clients for the PDP.
!! Important !!
You can only pre-register clients for fulll PDP who have delegated their PDP selection to you. To pre-register a client, you must certify that you have the authority to select the PDP for that client.
To do this, use the icon at the far right of the row corresponding to the client you want. This triggers the display of the pre-registration window – in this window:
You must certify that the client in question has indeed delegated the PDP selection authority to you.
You have the option to upload the delegation mandate (this remains optional).
You can then confirm.
You will have thus:
Confirmed in the tool that the client has delegated their PDP selection to you.
Pre-registered this client for fulll PDP – which results in a PDP status = "pre-registered".
For more details on this functionality, refer to the help page "How to pre-register your clients for fulll PDP?".
2nd Tab: 'Add or correct SIRET'
Reminder: What makes a client 'eligible for suggestion'?
Based in France
Has a valid SIRET
Has at least one user
Is not yet pre-registered for the PDP
Purpose: Make more clients 'eligible for suggestion' by adding or correcting their SIRET.
Items displayed: List of clients in your favorites who do not have a correctly entered SIRET.
Key information: The SIRET column
Column Status | Interpretation |
Displays 'Missing SIRET' | The SIRET is not entered for this file. |
Displays a warning icon | The SIRET could not be verified against a public database. |
Displays a copy icon | The SIRET is a duplicate: it is entered for at least 2 files of the accounting firm. |
You are invited to click in the SIRET column to add or correct the SIRET.
The SIRET can only be saved:
If we have been able to verify that the SIRET exists on a public database.
If the SIRET is not a duplicate, i.e. not already entered for another file of the accounting firm.
Once the SIRET is saved, a green check icon is displayed, and on the next visit to the tab, the row is no longer displayed.
3rd Tab: 'Add users'
Reminder: What makes a client 'eligible for suggestion'?
Based in France
Has a valid SIRET
Has at least one user
Is not yet pre-registered for fulll PDP
Purpose: Make more clients 'eligible for suggestion' by creating users.
Items displayed: List of clients in your favorites who do not have any company users.
Key action: 'Add client users'
You are invited to create a user for the clients listed here by clicking the 'Add' button for the desired client's row.
Upon clicking, you will be redirected to the company user creation page, with the company already pre-filled:
Once at least one company user is added, the row will no longer be displayed in this tab.
Encouraging your clients to pre-register for fulll PDP
Has your client NOT delegated their PDP selection to you? Suggest they pre-register for fulll PDP!
More information can be found in the article: "How to Encourage Your Clients to Join fulll PDP?"
We provide you with 2 tools to encourage clients to pre-register for fulll PDP:
Mass suggestion.
Invitations.
Mass suggestion
This action is located at the top right of the screen and is reserved for administrators.
Suggesting 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 firm, a window will appear on their next connection to fulll, suggesting they pre-register for fulll PDP.
Sending invitations
This is triggered via the 4th tab: 'Send invitations'.
Purpose: Send invitations for fulll PDP to company users.
Items displayed: List of eligible clients in your favorites - and a list of their users.
This is the second tool available to collaborators to encourage clients to pre-register for fulll PDP. This functionality can be used in several ways:
As a complement to mass suggestion: to follow up with clients.
For precise targeting: it is possible to send invitations to an individual company user.
If a personalized approach is preferred: it is possible to customize the invitation email template.
Sending an invitation to a company user:
Triggers the sending of an invitation email.
Triggers the display of the fulll PDP suggestion window on their next login (same effect as the suggestion).
Key information: PDP suggestion status
PDP Suggestion Status | Interpretation |
Not suggested |
|
Suggested - no response |
|
Rejected |
|
Postponed |
|
Invitation sending process:
Use the 'prepare sending' action at the end of the row to send to one user.
Or select multiple users and use the 'Prepare PDP invitation sending' button to send to multiple users.
The sending preparation window is displayed.
PDP Invitations Template
To control your communication style, 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 sending preparation window.
This page allows you to view the fulll PDP invitation email template.
Administrators can modify the content of this template on the left side of the page, while a preview is available on the right side of the page.
