Included in the batch claims feature ) is the ability to email invoices directly to the client from within Framework ECM. This feature can be used to process numerous progress claims in one action.
| Warning |
|---|
Batch Emails use the Framework Gateway Communication process from FWECM 7.0.9826 onwards. If login access and Security Preferences have not yet been set up, please Contact Insula Software. |
Pre-Requisites
| Warning |
|---|
...
Before progress claims can be emailed using batch claims, please ensure:
|
Security Preference Pre-Requisites
The following security preferences must be updated for staff to successfully send progress claims via email (see Security Preferences).
...
| Warning |
|---|
...
|
...
|
Primary Preferences
Preference Number |
|---|
-50001 |
-50002 |
-50003 |
-50004 |
-50005 |
-50006 |
-50007 |
-50008 |
-50009 |
Secondary Preferences
Preference Number |
|---|
-11255 |
-50121 |
-50122 |
-50123 |
-50124 |
-50125 |
-50126 |
-50127 |
Procedures
Emailing Progress Claims Using Batch Claims
...
Using Windows Explorer, create a file in that location called "BatchClaims.log".
| Warning |
|---|
...
The file name must be precise to trigger the log creation. |
When Batch Claims is run, a file will be created in the Log location, with the file format of BatchClaims_[PCName]_[UserName]_yyyymmddhhmmss.log.
...