Newton by Agency Systems | Insurance Agency Management Software for Independent Agents

Overview:
Batch Print is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together, and send in batch to the printer, or as an attachment on an email message.

Process:

1. Load the Client on one of the four Client Tabs.
2. Select the Policy Number under Active Policies. 
3. Select Automated Procedures -> Batch Print.
   


4. On the Batch Print window, place a select the item(s) to include; Memos, ACORD forms, and other Attachments.
   


5. Select either Print, Email, or FAX the selected items. (If Attachments are selected, the Print and FAX options will be disabled)
   

Notes:

Batch Print is also available from a Submission by selecting Print, and on ACORD forms via the Other drop-down.

The FAX option requires the installation of additional FAX software. Click here for more details.

The E-mail option will open the Compose Message window. Click here for more details.

Any ACORD forms and Memos that are selected will be permanently attached as an un-editable PDF file for E&O records.