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Batch printing

Batch Printing

From the
Main Menu
, select
Batch/PO Log
.
  1. In the
    Job Options
     section enter the following items:
    1. Enter a
      Batch Description
      . This is a descriptor that allows you to discriminate between the particular Batch/PO Log requests you create. This example is for a Daily Batch Print.
    2. Select a
      Date Range
      . In this example the date range is from Today to Today. This searches the data base and finds every notice that has a mail date of today.
    3. Generate
       - Select the type of batch print for this request. For this example select
      Batch Print
      .
    4. Select the
      Batch Display Date
      , if applicable. This applies only to a Post Office Log.
  2. Limiting Conditions
    . You can limit what is printed by limiting your selections.
  3. Select
    Show Limits
    .
    1. Applicable State
       – Will print only those notices that have a particular state chosen.
    2. Branch
       – Only those notices produced for a particular branch.
    3. Carrier
       – Only those notices produced for a particular insurance company.
    4. Copy Type
       – Only those notices going to a particular recipient.
    5. Insurance Type
       – Personal or Commercial.
    6. Mail Type
       – Only those notices that have been selected to be mailed in a particular manner. (Standard, Mail Certificate, Certified, etc.)
    7. Mailing State
       – Only those notices where the mailing addresses include particular state(s).
    8. Notice Type
       – Only specified notice types. (Cancellations or Nonrenewals, etc.)
    9. Operator Name
       – Only those notices created by a particular operator.
    10. Policy Type
       – Only those notices done for a particular policy type such as Auto or Package.
    11. Producer Number
       – Only those notices with a particular producer number.
    12. Underwriter Name
       – Only those notices assigned to a particular underwriter.
  4. When you are done select
    Clear/Hide Limits
    .
  5. Continue to the next section
    Copy/Type
    .

This article applies to:

  • Product: oden