Zip Certificates

Zipping certificates reduces their total file size, making them easier to extract and download. The Zip Certificates feature allows you to compress and package batched certificates so they behave like a single file, which you can email or download to reprint.

1. Locate the account.

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

   1. Click the Locate button.
   2. Enter 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. Click an account to view its detail.
2. In the navigation panel, click Proofs > Zip Certs.
3. To filter the certificates included in the batch, do the following:
1. Enter a date range indicating when the certificates were issued in the Date From and Date To fields.
2. 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.
3. Select a Certificate Template or leave the default selection of All. Press [Ctrl] while clicking to select multiple templates or [Shift] to select a range of templates.
4. Enter a Group Code, or leave the field blank if you do not want to filter by group code.
5. Select a Named Insured or leave the default selection of All. Press [Ctrl] while clicking to select multiple insureds or [Shift] to select a range of insureds. This option is only available for accounts with multiple named insureds. It limits the certificates to those issued for or by the selected named insureds.
6. Select Reissued Certificates Only? to print only the most recent certificate issued per Holder/template combination.
7. Select Renewal, Partial Batch, and/or Issue to print certificates issued during a renewal/batch process and/or certificates issued individually.
8. Select 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 through 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
9. Select a Delivery Status:
   • All: All certificates available for delivery
   • Delivered: Certificates that were delivered successfully
   • Undelivered: Certificates that were not delivered due to error
4. Certificates that meet the selected criteria display. Click any of the certificates listed to open a printable preview of it in a new tab. Once you have finished viewing it, close the tab to return to the Zip Certificates screen.
5. Click the Email button or the Download button on the options bar and do the following:
• Email
1. Enter the email address of the Recipient and click Send.
• Download
1. Select the Individual PDFs or the Combined PDF radio button and click Submit. The Individual PDFs option creates a separate PDF for each certificate. The Combined PDF option creates a single PDF for all certificates listed.  
2. When processing is complete, click the Click here link.
3. You are prompted to open or save Certificate-reprints.zip file.
• If you selected Individual PDFs, a list displays all PDF files generated for each certificate.
• If you selected Combined PDF, a single file containing all certificates is created.
Download the ZIP file as you would any other file.