Batch Update from Files

Each insurer has a process for providing download files not placed in your mailbox(es) to a shared folder on your network. Perform the Batch Update from Files action to process the files in the shared folder. Before you can perform this action, you must define the shared folder location in the Interface Files section of Interface System Settings.

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:

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

2. Click Interface Management > Assign Items in Suspense on the navigation panel.
3. Do one of the following:
    
   • Click Actions > Batch Update from Files on the options bar.
   • Click Actions > Batch Update from Files on the menubar.
4. The Communication Log Recipients - Batch Update From Files screen displays.
   
   Note: You cannot edit this screen if the Communication Log Layout is set to Custom – Layouts selected to Print in Reports/Marketing in Interface System Settings.
5. You can change the people that receive a copy of the communication log using the list at the top of the screen. When you select a recipient, that person's options display in the Delivery Options frame.
   
   
   • Add a Recipient
     1. Click the Add button beside the list.
     2. Click the Name dropdown menu and select the person you want to receive the communication log.
     3. Select the Notify Only checkbox to provide only a notification and not a copy of the log.
     4. Click the Change Notification Settings link if applicable.
        1. Select the appropriate radio button:
           
           • Notify only if successful
           • Notify if successful or unsuccessful
           • Notify only if unsuccessful
        2. Click Finish or press [Enter].
     5. Select the desired delivery method options for this recipient:

     • Printer: Select the printer you want to use to print the log.
     • Email: Select the email address to which to send the log.
     • Attach As: If you select an Email address, specify whether you want to send the log as a PDF file, an Excel document, or a CSV file.
     • Fax #: Select the fax number from the dropdown menu.
     • Cover Page: If you select a Fax #, select a cover page to include with the fax. 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.
     • Email/Fax Subject: If you select an email address or fax number, enter a subject for the email or fax.

     6. Click Add to save this recipient's options and add another.
        
        Click Finish to save this recipient's options and return to the Communication Log Recipients screen.
        
        Click Cancel to discard changes and return to the Communication Log Recipients screen.
   • Edit a Recipient's Options
     1. Select the recipient whose options you want to edit and click the Edit button .
     2. Select the Notify Only checkbox to provide only a notification and not a copy of the log.

     3. If you are changing your own delivery options (Current User) and you should be notified only under certain circumstances or not notified at all, click the Change Notification Settings link label.

        1. In the Change Notification Settings pop-up window, select the appropriate radio button and click Finish.
           
           • Successful: Notifies the recipient if the report reached all recipients.
           • Unsuccessful: Notifies the recipient if the report did not reach an intended recipient.
           • No notification: Do not notify this recipient of the success or failure of the report delivery.
             
             Note: The notification defaults are set in Notifications Configuration. If you cannot change the selection, rights must be granted to the recipient in question using this feature.
        2. Select the Notify Only checkbox if you not need a copy of the report but should be notified of its delivery status (successful or unsuccessful). This disables the Printer, Email, and Fax # dropdown menus.
     4. Select the desired delivery method options:

     • Printer: Select the printer you want to use to print the log.
     • Email: Select the correct email address to which to send the log.
     • Attach As: If you select an Email address, specify whether you want to send the log as a PDF file, an Excel document, or a CSV file.
     • Fax #: Select the appropriate fax number from the dropdown menu.
     • Cover Page: If you select a Fax #, select a cover page to include with the fax. 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.
     • Email/Fax Subject: If you select an email address or fax number, enter a subject for the email or fax.

     5. Click Finish to save this recipient's options and return to the Communication Log Recipients screen.
        
        Click Cancel to discard changes and return to the Communication Log Recipients screen.
   • Delete a Recipient
     1. Select the recipient you want to delete.
     2. Click the Delete button .
     3. A confirmation dialog displays. Click Yes to delete the recipient.

6. Click Finish to run the update, and then click OK on the Submitted for processing message.
   
   Click Cancel to exit the screen without running the update.