Use the Manage Printed page to view and manage individual PDF documents created from the Manage Generated page. 


NOTE- The Manage Printed page is related to the Manage Batch page in that the Manage Printed page allows you to work on individual documents whereas the Manage Batch page allows you to process batches of documents.


The Printed step is the second step in the document production process: 


Generated -->  Printed --> Finalized


The following activities can be performed on this page to one or more selected documents:


  • Un-Print a document

  • View a document

  • View a label

  • Finalize a document (in-house printing)

  • Finalize a document (Outsourced Printing)


Un-Print a Document - Un-print returns selected PDFs to the Generated stage. This is helpful when you need to make a change to the PDF document before printing.  


Step 1. Navigate to Process > Manage Printed.

 

Step 2. Use the Search Filters to locate the documents you want to Un-Print. 


  


Step 3. Check the box for the document(s) you need to Un-Print. 

 


Step 4. Select Un-Print from the Page Action drop down menu. 


 


View a Document


Step 1. Navigate to Process > Manage Printed.

 

Step 2. Use the Search Filters to locate the documents you want to View.


  


Step 3. Click the PDF icon in the Doc column.


 


View a Label - Click the PDF icon in the Cert or Reg column to open the PDF containing the certified label or first class label in the default viewer.


Step 1. Navigate to Process > Manage Printed.

 

Step 2. Use the Search Filters to locate the documents you want to View.


  


Step 3. Click the PDF icon in the Doc column.


 


Finalize Documents (In House Printing) Finalized tells uManage that the documents are in the mail and calculates the next action and next action date based on the workflow. Use this option when printing the documents in-house.


Step 1. Navigate to Process > Manage Printed.

 

Step 2. Use the Search Filters to locate the documents you want to Finalize. 


  


Step 3. Check the box for the document(s) you need to Finalize. 

 


Step 4. Select Finalize from the Page Action drop down menu. 


 


Finalize a Document (Outsourced Printing) - Process Fulfillment sends the documents to fulfillment where they will be printed and mailed. This automatically finalizes the document and calculates the next action and next action date based on the workflow. To send documents to fulfillment for printing and mailing, click one or multiple documents then click the Process Fulfillment button. This displays the fulfillment details page where the fulfillment batch is reviewed prior to sending.  Any issues with the batch must be corrected prior to sending to fulfillment. Click the Send Now button to send the batch to fulfillment and finalize all documents in the batch.  These documents are visible on the Manage Fulfillment Batch page.  Note that sending a document to fulfillment cannot be undone so make sure the documents are correct before processing.  


Step 1. Navigate to Process > Manage Printed.

 

Step 2. Use the Search Filters to locate the documents you want to Finalize. 


  


Step 3. Check the box for the document(s) you need to Finalize. 

 


Step 4. Select Process Fulfillment from the Page Action drop down menu.