Certificate Batch Printing
Use certificate batch printing to print multiple certificates
at once. There are two ways to access the batch print function for a certificate:
- From the certificate:
- SEARCH > Client Details > POLICIES > certificates tab > Certificate Details > Print.
- From the certificate summary - certificate holder view:
- SEARCH > Client Details > POLICIES > certificates tab > Current View: Certificate Holders > Select > Print Selected.
To Batch Print from Certificate
- On the Primary
menu,
click SEARCH. Search for and select the client.
- On the Client
Menu,
click POLICIES > certificates tab.
- On the certificates tab, click the Details
icon next to the certificate to print. The certificate tab is displayed.
Note: Only
posted certificates with issued holders are available for batch printing.
- On the navigation toolbar, click Print. The Multiple Holder / Additional Interest Print Selection dialog box is displayed.
- In the Print column, select all holders to be printed. If all certificates need to be printed, click [Select All]. Or, click [De-Select All] to remove all selections.
Note: All holders are displayed in alphabetical order and will be printed in the same order. Certificate holders that have inactive print check boxes do not have issued certificates.
- In the Printer list, select the printer.
- In the Number of copies list, select the number of copies needed. The
default is one copy but up to 99 copies can be selected.
- Select Merge all to PDF if all certificates need to be incorporated into a single PDF file.
Note: Adobe® Reader® 7.0 or higher is required. See the Utilities topic to download Adobe Reader.
- Click [Print]. The copies will be sent to the printer selected or a PDF if Merge all to PDF was selected.
Or
Click [Cancel] to cancel the print job.
To Batch Print from Certificate Holders
- On the Primary
menu,
click SEARCH. Search for and select the client.
- On the Client
Menu,
click POLICIES > certificates tab.
- In the Current View list, select Certificate Holders.
Note: Only
posted certificates are available for batch printing. Only holders that are issued are available for printing selection in the Certificate Holders view.
- Select the policies to print separately or click [Select All] to select all of the certificates.
- Click [Print
Selected]. The nexsure certificates tab is displayed.
- In the Printer list, select the printer.
- In the Number of copies list, select the number of copies needed. The
default is one copy but up to 99 copies can be selected.
- Select Merge all to PDF if all certificates need to be incorporated into a single PDF file.
Note: Adobe® Reader® 7.0 or higher is required. See the Utilities topic to download Adobe Reader.
- Click Print. The copies will be sent to the printer selected or a PDF if Merge all to PDF was selected..
Or
Click Cancel to cancel the print job.
Note: When
a certificate is printed it is recorded in the Printed
column on the certificate summary screen.
Creating New Certificates
Certificate Renewal
Copying Certificates
Client Access for Certificates