Batch Send

Related Pages

Training 5: Email, Diary, Activity, Client Notes & Memo Writer Attachment Integration Email Integration MyInsuranceDashboard.com Integration

Related Categories

Attachment Email ACORD Forms Memo Writer Policy Tasks MyInsuranceDashboard

Batch Send is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together. The selected items can be 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 screen below if for retail agencies only.

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.

Batch Send From Client Basic Tab

1. Load the Client on one of the four Client Tabs.
2. Right-Click on the Policy Number under Active Policies and select Batch Send.

   

Batch Send From Policy Express

1. Load the Client on one of the Client Tabs.
2. Left-Click the Policy Number under Policies.
3. Select Batch Send. (See: Policy Express for more information.)

For legacy instructions, see: Batch Print (legacy)

Batch Send From an ACORD Form

1. Load the Client on one of the four Client Tabs.
2. Left-Click the Policy Number under Active Policies.
3. Select View Existing Items -> Forms.
4. Open the desired ACORD form.
5. Select Other -> Batch Send.

Batch Send From a Submission

1. Load the Client on one of the four Client Tabs.
2. Left-Click the Submission Description under Active Submissions.
3. Select Print.

Selecting Items

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

• Policy Memos
• Client Memos
• Library Memos
• ACORD Forms
• Attachments
• Other (Invoice)

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.

Selecting ACORD Forms

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

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

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

Selecting Form Bundles

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

Batch Send Actions

Action Button	Result
Print	Sends the selected documents to the printer and automatically creates an activity record with a .PDF copy of the package.
Create and Preview 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 MyInsuranceDashboard	See below.
Fax	See below.
Email	Opens the compose email window with all selected items combined as a single .PDF package, other than attachments, which are listed individually.
Choose Printer	Edits the currently selected printer.
Exit	Closes the window.

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

Publish to MyInsuranceDashboard

MyInsuranceDashboard and Batch Send

Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.

For more information regarding MyInsuranceDashboard, see: MyInsuranceDashboard.com Integration.

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 Memo Writer.

Create Fax Cover Page

1. Download the Fax Cover template provided here and save it to your Desktop.
2. Select Marketing -> Memo Writer.
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.

   

6. Select File -> Save As.
7. Select Library and enter a Title e.g. FAX COVER. The fax cover page cannot be saved to a Category. Select OK.

   

8. Exit Memo Writer.

Create Fax Package

1. Load the Client on one of the four client tabs.
2. Right-Click on the Policy Number listed under Active Policies and select Batch Send.
3. Select the desired ACORD Forms or Memo Writer documents. Select the Fax action button.

   

4. Select Cover Sheet -> FAX COVER.
5. 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.)
6. Enter any additional details and select OK.

   

7. The User Defined Field will display, prompting for the number of pages. Enter the total if desired, and select Accept.

   

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.

   

9. A PDF file will automatically be saved in Newton showing both the cover sheet and the selected package.