Export Holders

Applied Epic allows you to import and export holders into and from the program for client verification and for quick and easy entering of data into the program.

4. Click on the appropriate certificate in the list.

5. Do one of the following:

   • Click Actions > Export Holders on the options bar.
   •  Click Actions > Export Holders on the menubar.
   • Right click the certificate and select Export Holders.
6. In the Export Holders window, choose the desired File definition.
   
   Note: To choose a file definition that is specific to the selected account, click the Select file by account checkbox before choosing a file definition.
7. Enter a File name for the file that is to be exported.

8. Select any checkboxes that apply:

   • Disable delivery options: Disables the remaining fields on the screen. Skip to step 11 if you select this checkbox.

   • Send as blank template: Sends a blank file to the recipient to be filled in from scratch.

   • Include inactive holders: Include inactive holders in the exported list.

9. The primary contact defaults into the Contact field. To choose a different contact on the account, click the lookup button , change the types of contacts that display in the list if necessary, click on the correct payee, and then click Finish.

   Use the search bar to display contacts that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of contacts.

   

   1. Click the Edit Filter button .
   2. The Edit Filter pop-up window displays. Click the Add button to add filters.
   3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
      
      Click the Delete button to remove a filter from the list.
   4. Click Finish when you have applied all of your desired filters.

   Hover over the Search where text to see the filter that is currently applied to the list.

   To clear the currently applied filter and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and gray when filters are cleared.

   

   1. Make a selection in the first dropdown menu.
   2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
   • Equals: Enter the search criterion (e.g., the full category or city) in the field to the right, or select a date from the dropdown calendar (if applicable).
   • Contains: Enter at least one character of the search criterion (e.g., part of the category or city) in the field to the right.

   3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
      
      To clear the currently applied filter and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

10. If the entity has a preferred contact method, it defaults in the Via field. Otherwise, Print defaults. This can be changed if necessary.

    • Email

      1. In the Email/Fax Details frame, select the sender’s email address from the From dropdown, or click the Change Sender link label.

      If you click Change Sender, the Change Sender pop-up window displays.

      1. Select an email address from the dropdown.

      2. Click Finish or press [Enter] to accept the changes, or click Cancel to discard them.

      2. The highlighted contact’s email address populates the To field, but you can enter additional email addresses manually if necessary (separating them with semicolons), or click the To button to open the Contact Address Book.

      3. If necessary, enter Cc and Bcc email addresses (separating multiple addresses with semicolons), or click the Cc or Bcc button to open the Contact Address Book.

      4. Enter a Subject for the email.

      5. Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links if necessary. Hover over each button to display its function in a tooltip.

      6. If necessary, select a Template to apply to the email. The Branding Profile and Email Signature associated to the selected template default, but you can change these dropdown menu selections if necessary.
         To restore the default Email Signature (or clear the signature if no default is set), click the Refresh link label.

      7. To preview the email, select Show message as the recipient will see it. If the selected Template includes merge variables, the variables populate in the preview so you can see the message as the recipient will.

      8. In the Delivery Options frame, choose to send the email Now or Schedule it to send later. If you choose Schedule, enter a date and time for the email to send.

      9. Click the Preview button to display any attachments that will be included with the email.

    • Fax
      1. You are prompted: "A sender must be defined for the outgoing fax." Click OK.
      2. In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
      3. Enter the correct Fax number if it does not default into the field.
      4. Enter a Subject for the fax.
      5. Optionally enter a Message to print on the fax cover sheet.
      6. Select a fax Cover page.
      7. To change the Language of the selected Cover page, select it from the Language dropdown menu.
         
         Note: you must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
      8. If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
      9. If you want to change the name of the person who is sending the fax, click the Change Sender link label. In the window that displays, select a new Name, fill in the other pertinent fields, and click Finish or press [Enter].
      10. Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      11. Click Finish.
    • Print
      1. Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
      2. Choose to print the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
      3. Click Continue.
11. A list of holders for the selected certificate displays. Click Export to create the file.
12. Click Yes to verify that you want to export the list.