Sending Auction Results (Presettlement)

The place to send the auction results from is the Settlements datagrid.

Select the desired auction by clicking on the auction name.

Click Settlements on the cashiers submenu.

Pro tip: There is a quick link directly to the settlements on the Cashiers auction - click on the blue settlements number.

To generate one individual pre-settlement email, click Send PSM in the Action column.

To send multiple pre-settlement emails at once, select the desired client using the tick boxes, click Send Presettlements from the dropdown and click Execute.

Clicking the top left tick box will select all clients on that page.

To send every pre-settlement email at once, click the grey Send all Presettlements button at the top of the screen.

So there you have it, the pre-settlements have been sent! To keep track of which pre-settlements you have sent, use the info bubbles on the PSM column.

It is possible to tailor the content of the pre-settlement emails to convey the exact message you’d like to give to your clients.

Select Presettlement from the options

Make any desired changes to the text. Any text in brackets will populate with the relevant information when sent. E.g. e.g. {client_name} will show the relevant client’s name and {unsold_lots_list} will show a list of the client's unsold lots.