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  • Product: oden

Group Options - General Information, Print Defaults, Print Actions

Use this screen to define default values and options for this group.
  1. In
    General Information
    :
    1. Group Code – The Group Code assigned to the account by ODEN or your System Group Administrator.
    2. Group Name – The Group Name assigned to the account by ODEN or your System Group Administrator.
    3. User-Defined Fields – Fields that can be added and used to track information not captured in the existing Policy Terminator program.
  2. In the
    Notice Print Defaults Print Copy For
     - The following options set the print defaults for all users in the group.
    1. Producer – Print a copy of the notice to send to a producer or agent.
    2. Home Office – Print a copy for Home Office files.
    3. Branch Office – Print a copy for Branch Office files.
  3. Include CC List with Copy For
     - Select the parties who will receive a list of notice recipients.
  4. In the
    Print Actions
     section:
    1. Allow Users to Define Personal Print Options – Allows the user to ignore the Group defaults and set their own defaults.
    2. Suspend Printing – Sets the default to print all notices done in a given period of time to print in one batch.
    3. Print to Local PDF File – Sets the default to print each notice as it is generated.
  5. Continue to the next section Mailing Defaults.