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Julie Doyle-Whitelock

Julie Doyle-Whitelock

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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

Important : 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

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Before progress claims can be emailed using batch claims, please ensure:

  • Framework ECM security preferences are updated to enable client invoice emailing and to set default settings. Security preferences are set in the Security module of Framework ECM and can only be modified by Framework administrators.
  • An email template has been created. For more information, see the Email Templates topic in the Framework Administration user guide.

Security Preference Pre-Requisites

The following security preferences must be updated for staff to successfully send progress claims via email.

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Warning
  • Primary preferences are those that MUST be set to use the procedure. 
  • Secondary preferences are those that should be reviewed before using the procedure.

Primary Preferences

Preference Number

-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".


Warning

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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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