Printing

The printing capabilities available vary, depending on the way you access Applied Epic.

Printing (Desktop)

If Applied Epic is installed locally on your computer, you can print directly from within the system. Refer to the article for each system area or workflow for printing instructions applicable to that workflow.

Printing (Browser)

If you access Applied Epic through a web browser, you cannot print directly from within the system, but you can use the Download & Print function to save a file locally to print. You can also install and use the Print Center to manage multiple print outputs and assign a single printer for all pending print jobs. See the specific instructions below on the options available.

Printing a List

Lists of items such as accounts, policies, transactions, contacts, and attachments are available throughout the system. Although you cannot print these lists directly from within the system, you can save them to your browser's default Downloads location as PDF (default) or CSV files, which you can then open and print locally.

To filter and save a list for printing, follow these general instructions:

1. Access a page with a list (for example, a client's Policies list or the Reports/Marketing > My Reports list).
2. If necessary, use the Search where options to filter the items that display. The saved file will only include the items currently displayed in the list.
3. Click the Print button .
4. The Download & Print pop-up window displays. By default, the file saves as a PDF. Select the Download as a CSV file checkbox to save it as a CSV file instead.
5. Click the Download & Print button. The file saves to your browser's default Downloads folder.

Download & Print

Although you cannot print directly from within the system, many pages have a Download & Print option instead. This option allows you to generate a PDF file and automatically save it to your browser's default Downloads folder. After downloading the file, you can open and print it.

To use the Download & Print option, follow these general instructions:

1. Complete the workflow and click the Download & Print button.
2. A notification displays. If necessary, click the link to review the Job Detail.
3. Click the Finish button.
4. The location where the file saves depends on your browser settings. If necessary, open the downloaded file and click the Print button to print the file as you typically would.

Print Center

If you often print multiple queued documents, you can install the Print Center. The Print Center allows you to print multiple jobs at once and assign a single printer for some or all of the documents queued for printing, instead of selecting the printer manually for each document.

Install the Print Center

You can install the Print Center from the Help > Connection Suite menu (unless an admin manages Connection Suite installations for you). You must also have the Applied Epic Extension and the Desktop Connector installed. Once the print center is installed, print jobs are queued in the Print > Print Center until you are ready to print them, rather than in the Access > Notifications area (as they do for users without the Print Center installed). Once the Print Center is installed on your workstation, you can use it in any browser on that workstation that you use to access Applied Epic.

Enable the Print Center

To send documents that are ready to print to the Print Center instead of viewing them in Access > Notifications, select the Send ready-to-print documents to Print Center checkbox in Notifications Configuration. If you have installed Print Center but prefer to manage printing workflows from Access > Notifications, leave the checkbox deselected.

Selecting the checkbox moves all available print jobs from Access > Notifications to the Print Center window the next time you log in to Epic. Deselecting the checkbox stops future print jobs from processing through Print Center, but you must process any existing print jobs from Print Center; they do not move back to Access > Notifications.

Access the Print Center

Once the Print Center is installed (as well as the Applied Epic Extension and Desktop Connector), you can access it from Print > Print Center on the menubar.

From the Print Center pop-up window, you can do any of the following:

• Select a Printer and Change Print Properties

  The default printer configured for your workstation defaults in the Printer dropdown. You can select a different printer installed on your workstation for a specific print job if necessary. To change the Print Center's default printer, however, you must change your workstation's default printer settings. Click the Printer Properties link label to change additional printer settings in the standard Document Properties pop-up window before printing.

• Locate a Print Job

  By default, print jobs in the Print Center are listed from oldest to newest. If necessary, use the standard Search where options to locate a specific job.

• Delete a Print Job (without Printing)

  If necessary, you can delete print jobs that you want to purge. Deleting a print job is permanent and no record of the job is retained. To cancel a job that is currently queued for printing and leave it in the Print Center to print later, click the Stop Printing button instead.

  To permanently delete one or more print jobs, select their checkboxes and click the Delete button beside the list.

• Selecting Print Job(s) and Printing

  The Print button is disabled until you select the checkboxes for one or more print jobs. To select all print jobs, select the checkbox beside the Description column heading. The number of jobs selected and the total number of jobs display in the corner of the Print Center pop-up window. Once you have selected jobs, click the Print button to start printing. If you select multiple jobs, they print in the order in which they display in the list.

• Stop Printing

  If you accidentally start a print job and need to cancel it, click the Stop Printing button. The timeframe to stop printing may be short, depending on the size of the job. This option is most useful if you start a large job before you intend to or if you are printing to PDF. Stopping a print job prevents it from printing but leaves it in the Print Center list for future processing. If you want to remove the job from the Print Center completely, select it and click the Delete button instead.

• Printing to PDF

  If you print to a PDF file, you must enter a File name in the Save Print Output As pop-up window for each PDF generated. Please note that clicking the Cancel button in the Save Print Output As pop-up window removes the job from the Print Center without creating a PDF; you cannot retry it later.

• Print Job Statuses

  Print jobs with no Status listed are ready to be selected and printed. Other jobs display one of the following statuses:

  • Queued: The job has been selected to print but has not yet started printing.
  • Printing: The job has started printing.
  • Error: A problem has occurred that prevents the job from printing. Click on Error to display additional information about the problem.
• Print Preview

  You cannot preview print jobs directly within the Print Center. To view a preview before printing, select Print > Print Preview.

Uninstall the Print Center

If you no longer want to use the Print Center, you can uninstall it from the Windows Control Panel > Programs and Features menu as you would any other application.

Any existing incomplete print jobs are purged when you uninstall the Print Center. Make sure to complete all print jobs before uninstalling.