Documents, Email and SMS

The Transactor Document Manager is designed to enable users to create and manage documents through Transactor utilising the Document Manager facility. The user can create, edit and publish interactive word documents populating the documents automatically with client, policy and scheme information. The output can either be printed documents; secure PDFs for email; or SMS text messages, depending on how the user chooses to trigger them, and in what part of the process.

The Tool Bar

• Inserting properties
• Using If statements
• Adding tables
• Attaching a document
• Update external documents
• Toggle field codes
• Roll up/roll down
• Using the find function

Document Management – Promotion Screens

• Templates
• Template details screen
• Document fields
• Field definition screen
• Promoting a template for the first time

Documents

• Document details screen
• Available templates screen
• Promotion of a document for the first time

Visibility

• Document management – visibility screen
• Available documents screen
• Visibility screen
• Choosing when documents are available

Document Management – Printers

• Available printers screen
• Duplex screen
• Printer details screen
• Setting the default printer for your template
• Add a new printer to the ‘available printers’ list.
• Make a template print in duplex

Document Management – Email

• Setting up email details
• Create a document to be emailed

Document Queue

• The document print queue.

Document Archive

Document and Template Version Control

• Manually expire a template
• Promote a new version of a template
• Manually expire a document
• Promote a new version of a document