Skip to main content

Attaché: Link Alex Sender Accounts

Link sender accounts for Document Management and Centralised Billing

Updated over 3 months ago

If you have more than one sending account, you may wish to link them. You can link any number of accounts, and these links can be added and removed at any time.

  • Attaché sender's accounts can be linked in two ways:

    • For document management: which allows you to manage accounts and track and view documents for all linked accounts.

    • For centralised billing: which means you receive only one monthly invoice for all linked accounts. (If you have more than one Attaché sender account and you do not link them for centralised billing, you will receive separate invoices for each account.)

  • For example, you may have used one sender email address for customer documents and a different one for supplier documents, thus establishing two sender's accounts. In this case, you would want to link these accounts for combined billing (so you are not charged for two accounts).

  • You may also want to link the accounts so that you can use the document management features of the website for both accounts at the same time. Alternatively, you might want to link only for billing purposes and keep the accounts separate for document management.

  • If you wish to link accounts for both document management and centralised, billing you must carry out both linking procedures.

  • The best time to link accounts is when you are carrying out the registration process for additional sender's addresses. At this time, you are prompted to link the new account to your existing account.

  • By linking accounts during registration, you avoid receiving invoices for each of your sender's addresses. However, if you have not linked accounts during registration, you can link them via the secure Bizdocs website. See: Setup and use BizDocs.

To link accounts (Sender Email Addresses) for document management:

  1. In Attaché, go to Tools, Company, Document Management, Alex Senders Website. This will launch the Alex Senders sign in to page.

  2. Sign in using the email address you want to establish as the main or head office account.

  3. Click Document Management Link.

  4. Type the registered address and password in the Email Address and Password fields and click Link Addresses.

To link accounts (Sender Email Addresses) for Centralised billing:

  1. In Attaché, go to Tools, Company, Document Management, Alex Senders Website. This will launch the Alex Senders sign in to page.

  2. Sign in using the email address you want to establish as the main or head office account.

  3. Click the Centralised Billing link.

  4. Type the registered address and password in the Email Address and Password fields and click Link Addresses.

Did this answer your question?