Printing From Document Centre

The Document Centre allows you to print and save multiple documents. The Document Centre displays whenever you select or click any print option or print button .

Printing Documents

1. Select the Document category from the list in the Documents pane.
2. Select the checkbox next to the document(s) you wish to print, on the right side of the screen.
   
   Note: If desired, click the Print button  to print preview the document(s) first before printing them.
3. If necessary, click the Printer Name dropdown to select a printer other than the one that defaults.
4. Click Print to print the document(s), and/or click the Save To PDF button to save the document(s) as a PDF File.

Printing Multiple Documents

1. To enable the printing or saving of multiple documents, click the Add to Multi-Document Processing checkbox.
2. When the Add to Multi-Document Processing checkbox is selected, checkboxes display next to each document category in the left Documents pane. Select the checkboxes next to the documents to print them.
3. Click the Multiple Document Processing button to define the delivery of each selected document.
4. The Multiple Document Processing screen displays. The Information column states which document category the document is from. For example, if the Underwriting document is included in the list, it will display as Quote Information – Underwriting in that column.
5. For each document, determine how it will be delivered by selecting the Save to PDF checkbox if it is being delivered by PDF and/or by selecting the Print radio button, and then selecting a Printer.
   
   Note: Clicking on a column header will select / deselect all items.
6. Click the Process button to process the jobs. Once the jobs are completed, a pop up displays stating that the multiple document processing has been completed.