Bulk Generation of Documents for User Identified Contracts
See the attached document for details.
The attached document provides the ability to batch generate
and email documents for a group of user identified contracts. It also allows
generating and sending a reminder to that group to sign and return the
documents. This can greatly reduce the amount of time it takes to generate and
send the same contract addendum documents and reminders to many different
customers.
Users are able to identify which contracts to “batch up” by using the existing Pool ID field in the Contract Explorer Header and generate the necessary documents for the group through the Communication Hub functionality on the Tasks menu (formerly Bulk Document Generation).
After generation, the batch can be emailed or printed. The
documents are stored in the contract and customer account document
repositories, as well as the batch being stored in the Tasks menu - Global
Repository.
Click here for a video that covers this process.