Process > Manage Batch


The Manage Batch page is used to view details, print or upload, delete, archive and unarchive PDF document batches created by uManage. 


NOTE- The Manage Batch page is utilized to print document batches. To print individual documents, unprint batches, or edit the contents of a batch, use the Manage Printed page. 

 

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


Generated -->  Printed --> Finalized


Use the page filters to display the PDF documents batches in the grid.  The following activities can be performed on this page:


  • Finalize a document batch for printing 

    • In-house printing 

    • Outsourced printing

  • View a document batch 

  • View a label 

  • Archive a batch 


Finalize Batches for Printing


The Finalize stage is when the document batch is readied for printing for in house mailing, or for uploading for outsourced printing.  This step will automatically finalize the document, add the document to the Owner account and advance to the next action based on the workflow.


  • In-house printing - Use this option when printing the documents in-house. Finalized tells uManage that documents are in the mail and calculates the next action and next action date based on the workflow. To finalize documents, click one or multiple batches then click the Finalize button. This moves the batches from Manage Batch to Manage Finalized.  

  • Outsourced printing - 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 document batches to fulfillment for printing and mailing, check one or multiple batches then click the 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- Sending a document to fulfillment cannot be undone so make sure the documents are correct before processing. 


Step 1. Navigate to Process > Manage Batch.

 

Step 2. Use the Search filters to locate the batch or batches you need. 


Step 3. Check the box or boxes on the far right for the batches you want to process. 

 


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


 


View a document batch - Click the PDF icon in the Doc column to open the PDF containing the batch of documents in the default PDF viewer. 


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


Archive a batch - Archiving removes the selected batches from the default page making it easier to view batches that need processing.  You may archive individual batches by clicking the Archive link as well.  To archive, check the batches then click the Archive button to archive the selected batches.  


Step 1. Navigate to Process > Manage Batch.

 

Step 2. Use the Search filters to locate the batch or batches you need. 


Step 3. Check the box or boxes on the far right for the batches you want to process. 



Step 4. Select Archive from the Page Actions drop down menu.