How to set-up an Action to print Documents

Open the Action Library

1: Click Admin in the menu.

2: Select Action Library from the drop-down list – the Action Library will open.

Select the required Action

1: Select the required Action.

2: Click Edit – the Action’s window will open.

OR Create a new Action.

Add documents

1: Click the Documents tab – the Document list will open.

2: Click New – the Document to Run window will pop up.

Choose the document, which claim to apply it to and under what circumstances

1: Select the required Document from the drop-down list.

2: Select for which Claim the Document should run. See below for available options.

3: Tick to Auto-Print the Document.

4: Select whether this Document should run for all Statuses or whether it should be status specific.

5: Click OK to Save and close the window.

Available options

When a template is applied to the Client, there is no option to run it dependent on a Claim Status