Difference between revisions of "Batch Send"

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(updated for 2017)
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[[Category:Email]][[Category:Attachment]][[Category:Forms]][[Category:Policy Tasks]][[Category:Memo Writer]][[Category:MyInsuranceDashboard]]
+
[[Category:Attachment]][[Category:Email]][[Category:Forms]][[Category:Memo Writer]][[Category:MyInsuranceDashboard]][[Category: Training Guides]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<tr>
 
<tr>
     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
+
     <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
     <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Batch_Send&oldid=2842 Click Here]</td>
+
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
 +
</tr>
 +
<tr>
 +
     <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Batch_Send&oldid=5007 Click Here]</td>
 
</tr>
 
</tr>
  
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<td>
 
<td>
 
<ul>
 
<ul>
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
 
 
<li>[[Attachments]]</li>
 
<li>[[Attachments]]</li>
 
<li>[[Email]]</li>
 
<li>[[Email]]</li>
 
<li>[[Fax Integration]]</li>
 
<li>[[Fax Integration]]</li>
<li>[[MyInsuranceDashboard.com Integration]]</li>
+
<li>[[Forms]]</li>
 +
<li>[[Memo Writer]]</li>
 +
<li>[[My Insurance Dashboard]]</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
 
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
<tr style="background-color: #d3d3d3; text-align: center; ">
 
     <td>Related Categories</td>
 
     <td>Related Categories</td>
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<li>[[:Category:Forms|Forms]]</li>
 
<li>[[:Category:Forms|Forms]]</li>
 
<li>[[:Category:Memo Writer|Memo Writer]]</li>
 
<li>[[:Category:Memo Writer|Memo Writer]]</li>
<li>[[:Category:Policy Tasks|Policy Tasks]]</li>
+
<li>[[:Category:MyInsuranceDashboard|My Insurance Dashboard]]</li>
<li>[[:Category:MyInsuranceDashboard|MyInsuranceDashboard]]</li>
+
<li>[[:Category:Training Guides|Training Guides]]</li>
 
</ul>
 
</ul>
 
</td>
 
</td>
 
</tr>
 
</tr>
 
</table>
 
</table>
Batch Send is a powerful feature that allows you to group [[:Category:Memo Writer|Memos]], [[:Category:Forms|ACORD Forms]], and other [[Attachments]] together.  The selected items can be [[#Batch Send Actions|sent in batch to the printer, fax printer, output as a .PDF, published to MyInsuranceDashboard, or sent as an attachment in an email message]].
+
Batch Send is a powerful feature that allows you to group [[Memo Writer|Memos]], [[Forms]], and other [[Attachments]] together.  The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to My Insurance Dashboard, or sent as an attachment in an email message.  
 
 
[[File:Batchsend-topmenu.png]]
 
 
 
''Batch Send screens below are for [[Agency_Profile#Basic_Info|retail agencies only]]''.
 
  
 
== Accessing Batch Send ==
 
== Accessing Batch Send ==
 
Batch Send can be opened from a number of locations and will always be associated with the selected [[Policy: Create A Policy|Policy or Quote number]].
 
Batch Send can be opened from a number of locations and will always be associated with the selected [[Policy: Create A Policy|Policy or Quote number]].
  
==== Batch Send From the Client Tab ====
+
[[File:Batchsend-topmenu.png]]
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
 
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
 
#'''Right-Click''' on the '''Policy Number''' and select '''Batch Send'''.
 
#:[[File:clienttab-policies-rclick-batchsend.png]]
 
#See [[#Selecting Items|Selecting Items below]].
 
  
==== Batch Send From Policy Express ====
+
==== Batch send from a policy or quote  ====
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
+
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''  
+
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.  
+
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].  (Optionally, '''Right-Click''' on the policy number and select '''Batch Send''' to jump directly to [[#Selecting items|the selection window]].)
 +
#:[[File:Clientdash-policies-selectpolicy.png]]
 
#Select '''Batch Send''' within the top toolbar.
 
#Select '''Batch Send''' within the top toolbar.
#See [[#Selecting Items|Selecting Items below]].  
+
#See [[#Selecting items|Selecting items]] below.  
  
==== Batch Send From an ACORD Form ====
+
The [[Policy Dashboard]] can also be loaded using the [[Policy Keyword Search]].
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
+
 
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
+
==== Batch send from a form ====
#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.  
+
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select the '''Forms Tab'''.  
+
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''.  
#Open the desired [[:Category: Forms|ACORD form]].
+
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].
 +
#Select the '''Policy Forms''' tab.  
 +
#Open the desired [[Forms|form]].
 
#Select '''Batch Send''' within the top toolbar.  
 
#Select '''Batch Send''' within the top toolbar.  
#See [[#Selecting Items|Selecting Items below]].  
+
#See [[#Selecting items|Selecting items]] below.  
  
==== Batch Send From a Form Bundle ====
+
[[File:Ic_info_black_24dp.png]]  See: [[Forms]] for more information.
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
+
 
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
+
==== Batch send from a form bundle ====
#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.
+
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select '''View Current Form Bundle (Risk)'''. ''(If unavailable, see [[Forms: Form Bundle]].)''
+
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''.  
#:[[File:Policyexpress-viewformbundle.png]]
+
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].
 +
#Select '''View Current Form Bundle (Risk)'''.
 
#Select '''Batch Send''' within the top toolbar.  
 
#Select '''Batch Send''' within the top toolbar.  
#See [[#Selecting Items|Selecting Items below]].  
+
#See [[#Selecting items|Selecting items]] below.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Forms: Form Bundle]] for more information.
  
==== Batch Send From a Submission ====
+
==== Batch send from a submission ====
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
+
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select the (+) next to '''Submissions'''. ''(To expand the band by default, see: [[Preferences]])''  
+
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Submissions'''. ''(To expand the band by default, see: [[Preferences]])''  
 
#'''Left-Click''' the '''Submission Description'''.  
 
#'''Left-Click''' the '''Submission Description'''.  
 
#Select '''Batch Send''' within the top toolbar.  
 
#Select '''Batch Send''' within the top toolbar.  
#See [[#Selecting Items|Selecting Items below]].  
+
#See [[#Selecting items|Selecting items]] below.
 +
 
 +
A submission can also be opened from the assigned [[User Dashboard Tab]].  
  
== Selecting Items ==
+
[[File:Ic_info_black_24dp.png]]  See: [[Submission]] for more information.
 +
 
 +
== Selecting items ==
 
The Batch Send window can contain the following sections. ''(Sections without records are automatically hidden.)''
 
The Batch Send window can contain the following sections. ''(Sections without records are automatically hidden.)''
*[[Policy_Express#Policy_Express:_Dashboard|Policy Memos]]
+
*[[Policy Dashboard|Policy Memos]]
*[[Client_Tab#Memos|Client Memos]]
+
*[[Client_Tab:_Client_Dashboard|Client Memos]]
*[[Memo Writer: Create a Form Letter Template|Library Memos]]
+
*[[Memo Writer: Create a Form Letter Template|Library Memo Templates]]
*[[:Category:Forms|ACORD Forms]]
+
*[[#Selecting forms|Forms]]
 
*[[Attachments]]
 
*[[Attachments]]
 
*[[Invoice: Create An Invoice|Other (Invoice)]]
 
*[[Invoice: Create An Invoice|Other (Invoice)]]
 +
*Other (Client Statement)
  
To select an item, expand the category and '''Check''' the desired item(s).  Items from multiple categories can be selected, but attachments can [[#Batch Send Actions|only be emailed or uploaded to MyInsuranceDashboard]].  
+
To select an item, expand the category and '''Check''' the desired item(s).  Items from multiple categories can be selected, but attachments can [[#Batch send actions|only be emailed or uploaded to My Insurance Dashboard]].  
==== Selecting ACORD Forms ====
+
 
 +
==== Selecting forms ====
  
 
The forms list includes categories, the form date, and the form description.  All forms are also listed, regardless of their sequence.
 
The forms list includes categories, the form date, and the form description.  All forms are also listed, regardless of their sequence.
:[[File:releasenotes-batchprint-formspriorforms.png]]
+
 
 +
[[File:releasenotes-batchprint-formspriorforms.png]]
 +
 
  
 
Certificates also have their own category, similar to the forms tab.  
 
Certificates also have their own category, similar to the forms tab.  
:[[File:releasenotes-batchprint-forms-certificate.png]]
+
 
 +
[[File:releasenotes-batchprint-forms-certificate.png]]
 +
 
  
 
Combine both the certificate tree and the availability of prior forms, and you gain access to older certificates for that policy.
 
Combine both the certificate tree and the availability of prior forms, and you gain access to older certificates for that policy.
:[[File:releasenotes-batchprint-forms-certificate-older.png]]
 
  
==== Selecting Form Bundles ====
+
[[File:releasenotes-batchprint-forms-certificate-older.png]]
 +
 
 +
==== Selecting form bundles ====
 
The Batch Send screen also automatically incorporates [[Forms: Form Bundle|Form Bundles]] into the form selection process.
 
The Batch Send screen also automatically incorporates [[Forms: Form Bundle|Form Bundles]] into the form selection process.
:[[File:Batchsend-formswithbundles.png]]
 
  
== Batch Send Actions ==
+
[[File:Batchsend-formswithbundles.png]]
 +
 
 +
== Batch send actions ==
 
[[File:Batchsend-topmenu.png]]
 
[[File:Batchsend-topmenu.png]]
 
{| class="wikitable"
 
{| class="wikitable"
Line 120: Line 132:
 
|-
 
|-
 
|Print
 
|Print
|Sends the selected documents to the printer and automatically creates an activity record with a .PDF copy of the package.
+
|Sends the selected documents to the printer and automatically [[Activity|creates an activity record]] with a .PDF copy of the package.
 
|-
 
|-
 
|PDF
 
|PDF
 
|Generates and opens a combined .PDF package of the selected items. ''(The .PDF can then be saved to an external file folder, outside of Newton.)''
 
|Generates and opens a combined .PDF package of the selected items. ''(The .PDF can then be saved to an external file folder, outside of Newton.)''
 
|-
 
|-
|Publish to MyInsuranceDashboard (MID)
+
|Publish to My Insurance Dashboard (MID)
|[[#Publish to MyInsuranceDashboard|See below]].
+
|[[#Publish to My Insurance Dashboard|See below]].
 
|-
 
|-
 
|Fax
 
|Fax
|[[#Batch Send Memos and ACORD forms to Fax|See below]].
+
|[[#Batch send memos and forms to fax|See below]].
 
|-
 
|-
 
|Email
 
|Email
|Opens the [[Email|compose email window]] with all selected items combined as a single .PDF package, other than [[Attachments|attachments]], which are listed individually.
+
|Opens the [[Email|compose email window]] with all selected items combined as a single .PDF package. Existing [[Attachments]] are listed individually.
 
|-
 
|-
 
|Setup
 
|Setup
Line 146: Line 158:
 
''(If [[Attachments]] are selected, the Print, Preview, and FAX options will be disabled)''
 
''(If [[Attachments]] are selected, the Print, Preview, and FAX options will be disabled)''
  
=== Publish to MyInsuranceDashboard ===
+
=== Publish to My Insurance Dashboard ===
{{#ev:youtube|6kxT7c2MYP0|300|right|MyInsuranceDashboard and Batch Send}}
+
{{#ev:youtube|6kxT7c2MYP0|300|right|My Insurance Dashboard and Batch Send}}
Selecting the '''Publish to MyInsuranceDashboard''' option will upload the documents to [[MyInsuranceDashboard.com Integration|MyInsuranceDashboard]] as a .PDF package.  If attachments are included in the selection, the items are published individually from the combined .PDF package.
+
Selecting the '''MID - Publish to MyInsuranceDashboard''' option will upload the documents to [[My Insurance Dashboard]] as a new .PDF package or as individual attachments.  
  
 
[[File:Batchsend-publishtomid.png]]
 
[[File:Batchsend-publishtomid.png]]
  
For more information regarding '''MyInsuranceDashboard''', see: [[MyInsuranceDashboard.com Integration]].
+
[[File:Ic_info_black_24dp.png]]  See: [[My Insurance Dashboard]] for more information.
 +
 
 +
=== Batch send memos and forms to fax ===
 +
The fax action within batch send can include a fax cover page with the document package.  The cover page template can be customized using [[:Category:Memo Writer|Memo Writer]].
 +
 
 +
====Create fax cover page====
 +
The fax cover page template only needs to be created once. After the template is saved, it can be [[#Create fax package|selected for any fax package]].  
  
=== Batch Send Memos and ACORD forms to Fax ===
 
The fax action within batch send can include a fax cover page with the document package.  The cover page is created through [[:Category:Memo Writer|Memo Writer]].
 
====Create Fax Cover Page====
 
 
#[[Memo Writer: Sample Memo Templates|Download the Fax Cover template provided here]] and save it to your Desktop.
 
#[[Memo Writer: Sample Memo Templates|Download the Fax Cover template provided here]] and save it to your Desktop.
#Select '''Marketing -> Memo Writer'''.
+
#Select '''Setup''' -> '''Memo Writer Letter Library'''.
#Select '''File -> Import'''.
+
#Select '''File''' -> '''Import'''.
 
#Browse to your desktop and select the downloaded file '''FAX_COVER.rtf'''.  
 
#Browse to your desktop and select the downloaded file '''FAX_COVER.rtf'''.  
 
#Select '''Open'''.  The memo writer screen should now display the cover page.
 
#Select '''Open'''.  The memo writer screen should now display the cover page.
 
#:[[File:Mw-import.PNG]]
 
#:[[File:Mw-import.PNG]]
#Select '''File -> Save As'''.  
+
#Make any desired changes to the template. Select '''File''' -> '''Save As'''.  
#Select '''Library''' and enter a Title e.g. FAX COVER. '''The fax cover page cannot be saved to a Category'''. Select '''OK'''.
+
#Select '''Library''' and enter a Title e.g. FAX COVER. Leave the '''Category''' empty (blank). Select '''OK'''.
#:[[File:Mw-saveas.png]]
+
#:[[File:Fax-memotemp-saveas.png]]
 
#Exit Memo Writer.
 
#Exit Memo Writer.
==== Create Fax Package ====
+
 
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
+
[[File:Ic_info_black_24dp.png]]  See: [[Memo Writer: Sample Memo Templates]] for more information.
#Select the (+) next to '''Policies'''. ''(To expand the band by default, see: [[Preferences]])''
+
 
#'''Left-Click''' the desired policy number to open '''[[Policy Express]]'''.  
+
==== Create fax package ====
#Select '''Batch Send''' from within the top toolbar. ''(Optionally right-click on the policy number from the client dashboard and select '''Batch Send'''.)''
+
#[[Client_Keyword_Search#Find_a_Client|Load a Client]] on a [[Client Tab|client tab]].
#Select the desired [[:Category:Forms|ACORD Forms]] or [[Memo Writer]] documents. Select the '''Fax''' action button.
+
#On the [[Client Tab: Client Dashboard|Client Dashboard tab]] select the (+) next to '''Policies'''.
#:[[File:Batchsend-fax.png]]
+
#'''Left-Click''' the desired policy number to open the [[Policy Dashboard]].
#Select '''Cover Sheet -> FAX COVER''' created in the [[#Create Fax Cover Page|section above]].  
+
#Select '''Batch Send''' within the top toolbar.
#Select the installed '''Fax Printer'''. ''(Every third-party fax printer is designed differently. Some fax printers will open a separate software window when a document is submitted prompting the user to enter the fax to number.)''
+
#Select the desired [[Forms]] or [[Memo Writer]] documents. Do not try to select the cover page. Select the '''Fax''' action button.
#Enter any additional details and select '''OK'''.
+
#:[[File:Fax-batchsendfax.png]]
#:[[File:Batchsend-fax-faxpackage.png]]
+
#:<br>
 +
#Confirm the fax package details:
 +
#*Select the recipient and confirm the sender details.
 +
#*Optionally select the '''Cover Sheet''' -> '''FAX COVER''' created in the [[#Create fax cover page|section above]]. ''(Select '''Omit Cover Page''' to ignore the template.)''
 +
#*Select the installed '''Fax Printer'''. ''(Every third-party fax printer is designed differently. Some fax printers will open a separate software window when a document is submitted prompting the user to enter the fax to number.)''
 +
#*Enter any additional details and select '''OK'''.
 +
#:[[File:Fax-faxpackage.png]]
 +
#:<br>
 
#The '''User Defined Field''' will display, prompting for the number of pages.  Enter the total if desired, and select '''Accept'''.  
 
#The '''User Defined Field''' will display, prompting for the number of pages.  Enter the total if desired, and select '''Accept'''.  
 
#:[[File:Batchprint-fax-faxpackge-user-defined.png]]
 
#:[[File:Batchprint-fax-faxpackge-user-defined.png]]
#The fax cover sheet’s merge fields will automatically be processed and the document sent.  When prompted, include any additional details for the policy log, and select '''Save'''.  
+
#:<br>
#:[[File:Batchsend-fax-faxpackage-policylog.png]]
+
#The fax cover sheet’s merge fields will automatically be processed and the document sent.  When prompted, include any additional details for the [[Activity|policy log]], and select '''Save'''.  
 +
#:[[File:Fax-faxpackage-pollog.png]]
 +
#:<br>
 
#A PDF file will automatically be saved in Newton showing both the cover sheet and the selected package.
 
#A PDF file will automatically be saved in Newton showing both the cover sheet and the selected package.
#:[[File:Batchsend-fax-faxpackage-policylog-logdetails.png]]
+
#:[[File:Fax-faxpackage-pollog-details.png]]
 +
 
 +
[[File:Ic_info_black_24dp.png]] See: [[Attachments]] for more information.

Revision as of 16:10, 21 May 2018

Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Batch Send is a powerful feature that allows you to group Memos, Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to My Insurance Dashboard, or sent as an attachment in an email message.

Accessing Batch Send

Batch Send can be opened from a number of locations and will always be associated with the selected Policy or Quote number.

Batchsend-topmenu.png

Batch send from a policy or quote

  1. Load a Client on a client tab.
  2. On the Client Dashboard tab select the (+) next to Policies. (To expand the band by default, see: Preferences)
  3. Left-Click the desired policy number to open the Policy Dashboard. (Optionally, Right-Click on the policy number and select Batch Send to jump directly to the selection window.)
    Clientdash-policies-selectpolicy.png
  4. Select Batch Send within the top toolbar.
  5. See Selecting items below.

The Policy Dashboard can also be loaded using the Policy Keyword Search.

Batch send from a form

  1. Load a Client on a client tab.
  2. On the Client Dashboard tab select the (+) next to Policies.
  3. Left-Click the desired policy number to open the Policy Dashboard.
  4. Select the Policy Forms tab.
  5. Open the desired form.
  6. Select Batch Send within the top toolbar.
  7. See Selecting items below.

Ic info black 24dp.png See: Forms for more information.

Batch send from a form bundle

  1. Load a Client on a client tab.
  2. On the Client Dashboard tab select the (+) next to Policies.
  3. Left-Click the desired policy number to open the Policy Dashboard.
  4. Select View Current Form Bundle (Risk).
  5. Select Batch Send within the top toolbar.
  6. See Selecting items below.

Ic info black 24dp.png See: Forms: Form Bundle for more information.

Batch send from a submission

  1. Load a Client on a client tab.
  2. On the Client Dashboard tab select the (+) next to Submissions. (To expand the band by default, see: Preferences)
  3. Left-Click the Submission Description.
  4. Select Batch Send within the top toolbar.
  5. See Selecting items below.

A submission can also be opened from the assigned User Dashboard Tab.

Ic info black 24dp.png See: Submission for more information.

Selecting items

The Batch Send window can contain the following sections. (Sections without records are automatically hidden.)

To select an item, expand the category and Check the desired item(s). Items from multiple categories can be selected, but attachments can only be emailed or uploaded to My Insurance Dashboard.

Selecting forms

The forms list includes categories, the form date, and the form description. All forms are also listed, regardless of their sequence.

Releasenotes-batchprint-formspriorforms.png


Certificates also have their own category, similar to the forms tab.

Releasenotes-batchprint-forms-certificate.png


Combine both the certificate tree and the availability of prior forms, and you gain access to older certificates for that policy.

Releasenotes-batchprint-forms-certificate-older.png

Selecting form bundles

The Batch Send screen also automatically incorporates Form Bundles into the form selection process.

Batchsend-formswithbundles.png

Batch send actions

Batchsend-topmenu.png

Action Button Result
Print Sends the selected documents to the printer and automatically creates an activity record with a .PDF copy of the package.
PDF Generates and opens a combined .PDF package of the selected items. (The .PDF can then be saved to an external file folder, outside of Newton.)
Publish to My Insurance Dashboard (MID) See below.
Fax See below.
Email Opens the compose email window with all selected items combined as a single .PDF package. Existing Attachments are listed individually.
Setup Edits the currently selected printer.
Wiki Opens the Newton Wiki help documentation.
Exit Closes the window.

(If Attachments are selected, the Print, Preview, and FAX options will be disabled)

Publish to My Insurance Dashboard

My Insurance Dashboard and Batch Send

Selecting the MID - Publish to MyInsuranceDashboard option will upload the documents to My Insurance Dashboard as a new .PDF package or as individual attachments.

Batchsend-publishtomid.png

Ic info black 24dp.png See: My Insurance Dashboard for more information.

Batch send memos and forms to fax

The fax action within batch send can include a fax cover page with the document package. The cover page template can be customized using Memo Writer.

Create fax cover page

The fax cover page template only needs to be created once. After the template is saved, it can be selected for any fax package.

  1. Download the Fax Cover template provided here and save it to your Desktop.
  2. Select Setup -> Memo Writer Letter Library.
  3. Select File -> Import.
  4. Browse to your desktop and select the downloaded file FAX_COVER.rtf.
  5. Select Open. The memo writer screen should now display the cover page.
    Mw-import.PNG
  6. Make any desired changes to the template. Select File -> Save As.
  7. Select Library and enter a Title e.g. FAX COVER. Leave the Category empty (blank). Select OK.
    Fax-memotemp-saveas.png
  8. Exit Memo Writer.

Ic info black 24dp.png See: Memo Writer: Sample Memo Templates for more information.

Create fax package

  1. Load a Client on a client tab.
  2. On the Client Dashboard tab select the (+) next to Policies.
  3. Left-Click the desired policy number to open the Policy Dashboard.
  4. Select Batch Send within the top toolbar.
  5. Select the desired Forms or Memo Writer documents. Do not try to select the cover page. Select the Fax action button.
    Fax-batchsendfax.png

  6. Confirm the fax package details:
    • Select the recipient and confirm the sender details.
    • Optionally select the Cover Sheet -> FAX COVER created in the section above. (Select Omit Cover Page to ignore the template.)
    • Select the installed Fax Printer. (Every third-party fax printer is designed differently. Some fax printers will open a separate software window when a document is submitted prompting the user to enter the fax to number.)
    • Enter any additional details and select OK.
    Fax-faxpackage.png

  7. The User Defined Field will display, prompting for the number of pages. Enter the total if desired, and select Accept.
    Batchprint-fax-faxpackge-user-defined.png

  8. The fax cover sheet’s merge fields will automatically be processed and the document sent. When prompted, include any additional details for the policy log, and select Save.
    Fax-faxpackage-pollog.png

  9. A PDF file will automatically be saved in Newton showing both the cover sheet and the selected package.
    Fax-faxpackage-pollog-details.png

Ic info black 24dp.png See: Attachments for more information.