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.
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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
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Before progress claims can be emailed using batch claims, please ensure:
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Security Preference Pre-Requisites
The following security preferences must be updated for staff to successfully send progress claims via email.
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Primary Preferences
Preference Number |
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-50001 |
-50002 |
-50003 |
-50004 |
-50005 |
-50006 |
-50007 |
-50008 |
-50009 |
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Using Windows Explorer, create a file in that location called "BatchClaims.log".
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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.
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