Reprint Certificates

The Reprint Certificates feature allows you to batch print certificates to any printer accessible from your workstation. When certificates are spooled (that is, waiting in a queue to be reprinted), you can continue working while the spooler handles print functions in the background.

Two workflows are available in this area:

• Reprint Options: Set up criteria to batch print your certificates (such as dates, holders, templates, group codes, named insured attachments, and delivery methods).
• Spool Status: View the spooled certificates generated for a specific printer, as well as the print queue process (waiting or running).

To batch print certificates from CSR24, you must have the Applied CSR24 Connection Suite installed on your browser and workstation. The Connection Suite consists of a browser extension (available for Google Chrome, Mozilla Firefox, and Microsoft Edge) and Desktop Connector app. To confirm that extension and Desktop Connector are installed, click Connection Suite on the options bar.

One of the following popup windows displays:

• Installed: The latest Browser Extension and Desktop Connector is installed. Click OK to close the popup.
• Install: The Browser Extension and Desktop Connector are not installed. Click here for information on installing the Connection Suite.

You can only install these components on workstations with Microsoft Windows operating systems. If your organization uses a non-Windows operating system, use the Zip Certs option to use the PrintNode Cloud Printing alternative or to create a ZIP file of certificates.

Reprinting Certificates

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type. 
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Proofs > Reprint Certs.
3. Enter a date range indicating when the certificates were issued in the Date From and Date To fields.
4. Select a Holder or leave the default selection of All. Press [Ctrl] while clicking to select multiple Holders or [Shift] to select a range of Holders.
5. Select a Certificate Template or leave the default of All. Press [Ctrl] while clicking to select multiple templates or [Shift] to select a range of templates.
6. Enter a Group Code, or leave the field blank if you do not want to filter by group code.
7. Select a Named Insured or leave the default of All. Press [Ctrl] while clicking to select multiple insureds or [Shift] to select a range of insureds. (This option exists only for multiple named insured accounts and limits the certificates to only those issued for or by the selected named insureds.)
8. Check Include Attachments to also spool any attachments associated to the certificates.
9. Check Reissued Certificates Only? to print only the most recent certificate issued per Holder/template combination.
10. Check Renewal, Partial Batch, and/or Issue to print certificates issued during a renewal/batch process and/or to print certificates issued individually.
11. Check the desired Delivery Methods:
    • Email: Certificates delivered via email
    • Fax: Certificates delivered via fax (if Faxing is enabled in your system)
    • View/Spool: Certificates that were viewed on screen (and potentially printed locally) or spooled to a local printer
    • Mail: Certificates that were printed and mailed to the U.S. Mail service (applies only if you use the U.S. Mail feature)
    • Removed Mail: Certificates removed from the U.S. Mail Spool
12. Select the desired Delivery Status:
• All: All certificates available for delivery
• Delivered: Certificates that were delivered successfully
• Undelivered: Certificates that were not delivered due to error
13. Click Spool on the options bar. Certificates that meet the selected criteria populate the Spool Status list.

Spool Status

The Spool Status process lists the certificates on your workstation that have not yet been printed. You can print or cancel printing for one or more certificates listed on the print spooler.

Before you print certificates, delete them from the print queue, or clear the list of certificates, customize your list by doing the following:

1.  In the Show dropdown menu, select the number of entries you want to display.
2. Click Select All to select everything in the Print Spooler or click Deselect All to clear your selection.

To locate a specific certificate, enter one or more characters in the Search field.

Print the Certificates Listed

To send selected certificates to your chosen printer, do the following:

1. Choose a Printer from the dropdown menu. The printers installed on your workstation are available for selection. To print on both sides of the paper, select Print Duplex.
2. Click Print on the options bar.

The Print Queue Process displays one of the following statuses:

• Waiting: The Print Queue Process has been paused, or there is nothing to print. Click this status to start the Print Queue.
• Running: The Print Queue Process is in progress, and documents with Print Queue status will begin printing. Click this status to stop the Print Queue.

Delete Certificates from the Queue

If you have certificates queued that you no longer want to print, do the following to delete them from the Print Spooler.

1. Click to select the certificate you no longer want to print. To select multiple certificates, press [Ctrl] or [Shift] as you click.
2. Click Delete on the options bar.
3. You are prompted, “Delete all selected items?” Click Yes.

Clear the Print Queue

Clearing the print queue cancels printing for all queued certificates and restores them to Pending status.

1. Click Clear on the options bar.
2. You are prompted, “Delete all items scheduled to print?” Click Yes.