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Documents - Batch Emailing/Printing
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Documents - Batch Emailing/Printing
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Documents - Batch Emailing /
Printing
Enables unsent documents to be merged
and sent all together. A mix of print, email and fax can be handled by the
system. A wide range of selection options is available. Find Selection Criteria Method User Matching
Documents Process After confirming all documents listed
(without errors in critical fields) are merged and sent to their output
destination (printer, fax or email) Owner Excel Edit Those fields that do not apply to
that type of document are disabled, eg. host and course bookings only apply to
enrolments.
Click this button to find all matching
merged documents
Close
Click
this button to exit the program
Select from one of the
following categories:
All
Accommodation
Agents
Enrolments (all -
including Groups)
Enrolments (Non Group)
Enrolments (Group
Only)
Groups
Groups (Including Enrolment)
Schools
Students
Select document output
from:
All
Printer
Email
Fax
Select "All" or name of user who created
the document
Created From/To
Enter the range of document
creation dates to select on.
One or both of these may be left blank (no check
performed)
Force Replies To
This only applies to emails. Use
this to attach a different email address to replies.
Document
Schools
Select "All to include all documents or "Selection" to choose
from one or more specific documents.
Enrolment Analysis Filter
This filter is only available
when "Enrolment" types are selected.
Select Analysis Field to be used, then
tick items to be included.
The number
of matching documents is shown at the base of the grid.
(Documents shown in red have an error on a critical field. For details of this error, view
the last column).
Before proceeding
confirm that there are no copies of Word open
This shows the main
details behind this document eg. for an agent document it will show the agent
details, and for an enrolment it will show the enrolment details.
This sends this list
of matching documents to Excel
Delete
A confirmation box is
displayed before the selected document is removed
This allows certain fields
relating to this document to be changed