How to set-up an Action to print Documents
Open the Action Library
1: Click Admin in the menu.
2: Select Action Library from the drop-down list - the Action Library will open.
Select the required Action
1: Select the required Action.
2: Click Edit - the Action's window will open.
OR Create a new Action.
Add documents
1: Click the Documents tab - the Document list will open.
2: Click New - the Document to Run window will pop up.
Choose the document, which claim to apply it to and under what circumstances
1: Select the required Document from the drop-down list.
2: Select for which Claim the Document should run. See below for available options.
3: Tick to Auto-Print the Document.
4: Select whether this Document should run for all Statuses or whether it should be status specific.
5: Click OK to Save and close the window.
Available options
When a template is applied to the Client, there is no option to run it dependent on a Claim Status
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