Group Documents

This feature allows users to group documents to print at one time instead of requesting each document separately.

Creating a Document Group:

From the Master Document Screen, click the button. Select the Document Style of Group Document. Enter the Name and Description and click button.

A message box will be displayed directing users to Properties to finish the Document Group setup.

Click the button to exit.

Click the button to display the Group Document Properties Screen.

Standard Tab

On the Standard Tab,

The Document Name or Description can be edited.

The documents in this group will print to the selected list or you can choose to have each document go to the print list attached to each document by clicking the box next to Use Print List defined on each document.

If choosing to have all documents on the group go to one print list, select the proper print list from the the list. To add an additional print list, click the button.

To require a system password to edit the group, click the box next to System password to Edit selection.

Groups Tab

Select the tab.

Click the button to display the Document Selection Screen.

Click the button to select the first document from the list of documents. Next, click the button again and select the next document. Continue until all documents in the group have been selected.

It is important that you order the documents in the proper execution order so that all document automation executes in the correct order. If ultimately you need to have the account at a certain status once all documents in the group are complete, then the last document to be executed should the one with that status change. You can reorder the documents in a group by selecting a document and clicking the buttons to move the selected document up or down the list or you can click the number button on the document and select to move the selected document to the Top, to the Bottom or to Move After another document.

If selecting to Move After, the Move After screen will be displayed.

Select the Number of the Document in the Group that the selected document should be printed after and click the button. Continue until all documents are renumbered properly.

Suppress Tab

To disallow the documents in the group from being printed manually when certain criteria are met, click the box next to Disallow using Document sentence.

Settings

Select to disallow documents to be printed if an accounts has:

A Do Not Contact message displayed.
A Defending Attorney Attached
A Bankruptcy Attached

Click the box next to the proper selection(s).

Note: These options are not debtor specific. If any debtor is bankrupt or any debtor has a defending attorney attached the Document will not available to generate manually without a master password.

Status Code

Select to not allow documents to be printed if an account has a specific status code.

Click the button next to the proper selection.

Ignore Status: Does not restrict printing of manual documents based on status code.
Status Code Range: Restricts documents from being printed for accounts/claims within a selected status range.
List of Status Codes: Restricts documents from being printed for accounts/claims with selected status code(s).

Once all options has been selected, click the button.

Note: This will only effect manual request documents. Batch processes and group documents will not be restricted. Each document can be still be printed if the protected password is entered.

For Suppress options on Group Documents, see Group Documents.