Holder Packs

Certificates issued with a custom sort order allow you to save PDF copies to your local drive if your system is set up to do so.

• Configure certificate holder packs

• Set the distribution order when issuing certificates

• Send the PDF batch to a drive

Configure certificate holder packs

To enable this option, follow these instructions.

1. From the Home screen, do one of the following:
   
   

   • Click Configure on the navigation panel.

   • Click the down arrow next to Home on the menubar and select Configure.

   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.

   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Proofs on the navigation panel, or Areas > Proofs on the menubar.

3. Click Certificates on the navigation panel.

4. Click the appropriate certificate in the list, and then do one of the following:

   • Click the Edit button to the left of the list.

   • Click File > Open on the menubar.

   • Double click the certificate.

5. In the Destination Folder section of the Certificate Options tab, click Browse and choose a folder to specify as the default destination folder. Select the appropriate checkboxes to specify the kinds of documents to save as PDF files:

   • Save local copies of certificate to PDFs

   • Save holder pack to local drive

   • Save client pack to local drive

Note: Anyone using this feature must have the specified folder in the correct location on their local drive.

6. Click Finish or press [Enter].

Set the distribution order when issuing certificates

Setting the distribution order allows you to specify the order in which the holders will print, and it also allows you to save a PDF copy of the certificate to a specified location on your local drive.

When issuing certificates on large accounts, you might be producing two packs: a client (insured) pack and a holder pack. In the client pack, the certificates issued for each holder on the policy should be ordered by the Set Distribution Order.

The Holder pack, on the other hand, should be ordered based on the number of pages that make up each certificate  so that all one-page certificates print together followed by a separator page with the Heading "One Page Certificates." Two-page certificates print together next, and then a separator page, and then three-page certificates and so on.

Once the certificates print, you can use the separator page to quickly separate the documents by page number to be fed through an envelope stuffing machine.

To set the distribution order, click the Holder Distribution tab when performing the Issue a Certificate workflow and perform the following actions.

1. Click the Set Distribution Order link label.

2. Select the appropriate radio button:

   • Holder Name
   • Named Insured, Holder Name
   • Named Insured, Holder State, Holder Name
   • Named Insured, Insured City, Holder Name
   • Client Output Category, Holder Name
   • Custom Sort
3. If you choose Custom Sort, select a 1st Sort Order, and optionally choose a 2nd Sort Order and 3rd Sort Order.
4. If your system is configured to save a PDF copy of the certificate to a specified location on your local drive, the default destination folder displays in the field. Click the Browse button if you would like to specify a different folder for the PDF output. Select the Save local copies of certificate PDFs checkbox if you wish to save a PDF copy of the file.
5. If these options are available to you, optionally select the Group certificates by number of pages and/or Print separator page checkbox.
6. Click Preview to preview the order in which the holders will print.
   
   Click Finish to return to the Issue Certificate screen.

Send the PDF batch to a drive

Certificates, Evidence, and Auto IDs issued with a custom sort order allow you to save PDF copies to your local drive if your system is set up to do so. The Send PDF Batch to Drive feature allows you to move these PDF batches with one action. From there, you can burn the files onto a CD.

Supported file types that will convert to a PDF through the Distribution Manager are .PDF, .DOC, .DOCX, .DOCM, .XLS, .XLSX, .XLSM, .CSV, .TXT, .TIF, .TIFF, .GIF, .GIFF, .JPG. .JPEG, .JPE, .BMP, and .MSG

1. From the Home screen, do one of the following:
   

   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.

2. Click Policy on the navigation panel, or Areas, Policy on the menubar.
3. Click Send PDF Batch to Drive on the navigation panel.
4. Change the PDF batches that display in the list if necessary.

   1. Click PDF Batches in the view filter.

   

    

   A list of choices displays:

   1. • Certificates - PDF Batches
      • Evidences - PDF Batches
      • Auto ID cards - PDF Batches

   2. Click on the appropriate selection.
      
      Use the search bar to display batches 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 batches.

      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 in 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 account name) in the field to the right.
      • Contains: Enter at least one character of the search criterion (e.g., part of the account name) 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.
5. Deselect the checkbox for any item you do not want to include in the batch.
6. Do one of the following:
     
   • Click Actions > Save PDF Batch to Drive on the options bar.
   • Click Actions > Save PDF Batch to Drive on the menubar.
7. You are prompted, "Do you wish to save the selected PDFs to the drive?" Click Yes.
8. The PDF files are sent to the folder specified in Certificate Configuration.