While in a file, access the print screen through the Navigation Menu. Choose Dashboard, then select Print under Actions. You can also access the Print screen when statusing a supplement request to Done and click the Save & Print button.
The Print screen will reflect available Outputs and any Existing Outputs that file may have. Through this screen, users can view available outputs that can be sent back to the client, any existing outputs that have already been sent, and to preview and send outputs back to the client mailbox. You can also use the Print to Destination Override feature here to send the output back to a different user than who placed the order.
Outputs List
The Outputs list shows you all available outputs that can be sent to the client. Click the down arrow at right to expand an output listed here for detail.
Click the Report Header drop down to add a header note to the report to help your client identify the type of report you are delivering.
Enable or disable any output addons that you would like to see or remove from the report.
Check the corresponding checkbox to send an email notification of a new report delivery to the email address on file for the Client company, the User that placed the order, and any Processors that are involved.
- Preview: You can Preview the output at any time by clicking the Paper icon.
- Send to Client Mailbox: To send the report back to the originating user's mailbox, click the Paper-Arrow icon.
- Print to Destination Override: To send the report back to a user that is different than the originating user at the client company, click the Paper-Lines icon. This opens a list of active client company users to select from. Add an Attention note to notify the new user by name (or other phrase) that a new report is available to them.
- Hover over each icon to see what each option does.
When you click the Paper-Arrow icon or the Print to Destination Override button to send to the client mailbox, any selected email addresses for Client/User/Processor(s) notifications will be sent as well.
Existing Outputs
Below the Outputs list is the Existing Outputs section. This lets you keep track of any files that were delivered and sent to the client mailbox already.
Click the down-arrow on an output to view the delivered output detail, including which output addons were enable, and the output destinations (where the file was sent) when that output was sent to the client mailbox.