Print a Master Marketing Submission

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

Locate the account in question and access the Policies area.
1. To access Accounts from the Home screen, do one of the following:
1. - Click Accounts on the navigation panel.
  - Click Areas > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
To access Accounts from another area of the program, do one of the following:
- Click Home > Accounts on the menubar.
- Click the down arrow next to Home on the options bar and select Accounts.
- Click Locate on the options bar.
1. In the Locate account dropdown menu, select Client.
2. Select a Locate by option from the dropdown menu.
  
  You can access marketing submission detail directly from the Account Locate screen by selecting the Submission ID option and double clicking on an item in your search results.
3. Select the suitable checkbox or checkboxes to the right:
  - Insureds
  - Prospects
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on your Locate by selection) and press [Enter] or click Locate.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
5. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired item in the Results list.
7. Click Policies on the navigation panel or Areas > Policies on the menubar.
  
  Note: You can access policies from the Account Detail screen in the same manner.
Click the word Policies in the view filter and select Marketed.

Click on the correct master marketing submission. Change the master marketing submissions that display in the list if necessary.
Use the search bar to display marketing submissions 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 marketing submissions.
Selecting multiple criteria performs an "and" search (for example, marketed policies Last Submitted date for a specific Line Type).
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 (for the current session only) 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:
1. 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 (for the current session only) 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.

Do one of the following:

Click Print > Master Marketing Submission on the options bar.
Click File > Print > Master Marketing Submission on the menubar.

The Print Marketing Submission window displays. with the following tabs:

Detail
1. Optionally select a producer Code.
2. The National producer # defaults in.
3. Optionally select a Scanned Signature.
4. Pick the correct Printer from the dropdown list, or click Change Printer to display the Print window.
Forms/Attachments
1. The forms and attachments to be printed with the master marketing submission are listed on this screen. Click a form group in the upper list to view the associated forms. Select/deselect the checkboxes to specify which forms should print. These forms print in the order in which they display in the list. To move an item up or down in the list, click the item and then click the up arrow or down arrow as necessary.
  
  To add an attachment to the list, Click the Add button to the left of the list.
  1. Make a selection in the Add Attachment window:
    - Email
      
      Note: Your agency's email program must be integrated with Applied Epic in order to attach emails to items in Applied Epic.
      
      In Pop-up window that displays, click on the email that you would like to print with the master marketing submission.
      
      If the email contains an attachment, the Save attached files checkbox is selected by default. If you do not wish to print the email's attachment(s), deselect the checkbox.
      
      Click Finish.
      
      The email subject defaults in the Description field. Change this if desired.
      
      If you wish to delete the email after printing it, select the Delete original after attaching checkbox.
      
      Click Finish or press [Enter] to add the attachment.
      
      Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted: "Do you wish to discard changes?" Click Yes.
    - Existing Client Document
      
      Limit the attachments that display in this list if necessary.
      
      Use the search bar to display attachments 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 attachments.
      
      Click the Edit Filter button .
      
      The Edit Filter pop-up window displays. Click the Add button to add filters.
      
      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.
      
      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 (for the current session only) 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.
      
      Make a selection in the first dropdown menu.
      
      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 description) 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 description or folder name) in the field to the right.
      
      Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.
      
      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 (for the current session only) 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.
      
      Select the checkbox for each attachment to be added to the certificate.
      
      Click Finish or press [Enter].
    - Existing File
      
      Enter the path to the file you would like to print, or click Browse to browse to the correct document.
      
      Optionally change the Description of the attachment.
      
      If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
      
      Click Finish or press [Enter].
Organization Contact
The Organization Contact tab displays the contact information for your organization that will be used when processing this action. The information on this tab defaults based on the settings established for this structure/workflow combination in Workflow Defaults Configuration, but you can override it if necessary.
1. The agency Name defaults in the dropdown list. You may optionally select a specific branch or department in the list.
2. The agency Address defaults. to choose a different address that is associated with the agency, click the magnifying glass to the right of the field. In the Select Address pop-up window, click to highlight the desired address and click Finish.
  
  Note: If the address that should be used for this workflow does not display, check the Organization Contacts area to ensure that the address has been entered and associated to the correct structures.
3. The Phone and Fax numbers and Email address default but can be overwritten if necessary.
4. Optionally select the Print license # checkbox and specify whether to print the license number for the Agency or Branch.

Click Preview if you with to review the document before printing it.

Click Finish to print the document.

Click Cancel to close the window without printing.