Difference between revisions of "PDF Batch Approval"
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=='''Overview of WP10UPD'''== | =='''Overview of WP10UPD'''== | ||
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* Double-click PDF Batch Approval. You will see a screen similar to this one: | * Double-click PDF Batch Approval. You will see a screen similar to this one: | ||
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+ | [[File:PDF Approval 1.png]] | ||
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+ | To approve a batch, click once to highlight and then click the Approve button: | ||
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+ | [[File:PDF Approval 2.png]] | ||
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+ | The batch status will now change from Pending to Approved: | ||
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+ | [[File:PDF Approval 3.png]] | ||
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+ | To approve multiple batches, click on one batch. Hold down your SHIFT key and arrow down to select more: | ||
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+ | [[File:PDF Approval 4.png]] | ||
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+ | Click Approve. All selected batches will now change from "Pending" to Approved". | ||
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+ | When you have approved the batches you wish to process, click Save to retain your changes. | ||
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+ | =='''To Split Batch Approval'''== | ||
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+ | If you wish to approve some forms in a batch, but not others, you will need to split the batch. | ||
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+ | '''NOTE: You can only split batches by FORM CODE at this time. You cannot split by PIN, registration, etc.''' | ||
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+ | From the PDF Generation Approval screen, select the batch that you wish to split, and click the Split button on the toolbar. You will see this popup screen: | ||
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+ | [[File:PDF Batch Split 1.png]] | ||
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+ | Click once on a line, and then click the appropriate status. The New status column will update: | ||
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+ | [[File:PDF Batch Split 2.png]] | ||
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+ | Repeat for each Form Code in the batch. When you have finished, click Save. The batch now appears as such in the list: | ||
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+ | [[File:PDF Batch Split 3.png]] | ||
+ | Once the batch has been approved, it [[PDF Generation Processing|must be generated]]. | ||
[[Category:Mail Merge]] | [[Category:Mail Merge]] | ||
+ | [[Category:Electronic Correspondence]] |
Latest revision as of 12:32, 22 October 2012
Overview of WP10UPD
In order for electronic correspondence to process properly, the PDFs generated by merging the forms must be approved by someone with the appropriate security. If you do not have access to PDF Batch Approval and should, please contact your organization's DDI system administrator or contact DDI Client Support for assistance.
To approve PDF batches:
- From the DDI Connect main menu, double-click Merge Forms System
- Double-click Administrative Tasks
- Double-click PDF Batch Approval. You will see a screen similar to this one:
To approve a batch, click once to highlight and then click the Approve button:
The batch status will now change from Pending to Approved:
To approve multiple batches, click on one batch. Hold down your SHIFT key and arrow down to select more:
Click Approve. All selected batches will now change from "Pending" to Approved".
When you have approved the batches you wish to process, click Save to retain your changes.
To Split Batch Approval
If you wish to approve some forms in a batch, but not others, you will need to split the batch.
NOTE: You can only split batches by FORM CODE at this time. You cannot split by PIN, registration, etc.
From the PDF Generation Approval screen, select the batch that you wish to split, and click the Split button on the toolbar. You will see this popup screen:
Click once on a line, and then click the appropriate status. The New status column will update:
Repeat for each Form Code in the batch. When you have finished, click Save. The batch now appears as such in the list:
Once the batch has been approved, it must be generated.