Batch Letter Printing

There are three methods of Letter Generation supported in Temenos Infinity: On Demand, Batch Print, and Outsource.

Letters generated for Batch Printing accumulate in a queue and must be printed manually. The Batch Letter Printing page in System Management (System Management > Communication > Batch Letter Printing) displays a list of the letters queued for printing, and provide the ability to print the letters.

There are two reasons why generated letters appear in the Batch Letter Printing screen:

A letter is sent during a Workflow and the Generation Type of the template has been set to Batch Print.
A letter is generated via an Automated Queue.

The following columns display in the Batch Letter Printing page:

Column	Description
Item Name	Displays the name of the account holder, repayment plan number, or case number for which the letter was generated.
Type	Displays the level to which the letter is associated (Account, Case or Repayment Plan).
Letter	Displays the title of the letter to be printed.
Date Created	Displays the date the letter was created for the account or case.

Printing Letters

Click the check box next to the Type column to select the letter(s) to print. Select the top check box to select all of the letters at once.
Click Print Selected.
A screen appears with a progress bar that displays the status of the process. This screen includes two lines of data: one with the number of letters processed and the amount of time it took to complete (in seconds), and a second line that includes the number of letters skipped due to a missing template.

Once the process is complete, a message appears asking to verify that all letters have printed and uploaded to the server successfully.

If the batch includes one or more letters without a template, a message is received to alert administrators to confirm that all letters have been downloaded to the system. If all selected letters are missing templates, a message is received to inform that all letters have been skipped due to missing templates.

Click OK to verify that the operation completed successfully, and the letters should be removed from the queue. Click Cancel if the letters have not printed successfully.
- If OK is clicked, a message appears indicating the printed letters have been removed from the queue. The Batch Letter Printing page refreshes automatically removing the letter from the page.
- If Cancel is clicked, a message appears indicating the letters have been uploaded to the server, but were not cleared from the queue. If the documents did not print successfully, they can be printed again through the Batch Letter Printing page.

If using Batch Letter Printing in an Edge or Chrome browser, a prompt appears to download a PDF file to print the letters. When using Internet Explorer, a pop-up window opens to print the letters.

Within the Letter History screen, the letter has a status of “Pending” when it is in the batch letter printing queue. End users are not able to open/view the letter until it is printed. Once the letter is printed, it has a status of “Available.”

Removing Letters

Click within the check box next to the Item Name column to select the letter(s) that should be removed.
Click Remove Selected.
A confirmation message appears. Click Yes to delete the letter(s). Click Cancel to return to the Batch Letter Printing page without deleting the selected letter(s).