How to Image and Batch Print documents

Modified on Mon, 15 Sep at 10:04 AM

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Batch printing is a way to export PDF copies of documents, this will not create a psychical copy of the document, only an electronic one.   

Before a document can be batch printed an image copy of the document must exist.   
 
To image a document: 

Select documents you wish to image** 

**Some document types will not image, or will not image well 

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Select Tools à Imaging 

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Image Type à PDF à Next 

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Optional and automatic decline  

Under optional you have the option to select documents that are not automatically included, spreadsheets, PDFs etc.  Spreadsheets are a format that can be imaged, however they usually have high page counts, and do not render images that are easy to navigate.  These documents are better to be downloaded in their native format.   

To include optional documents select check box beside the optional inclusion you wish to include.  

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Finish 

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How to Batch Print: 

 

Once imaging is complete, select the documents you wish to batch print.   

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Tools à Batch Print 

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Select Footer options** à next 

**A common option is to endorse the image with the document ID 

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Settings** à Finish 

**There are various batch print settings available.  Select or deselect the options that will best suit your needs 

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The material will start printing and downloading.  Depending on the page count of the images, this process can take considerable time.  

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The download will appear in your local downloads location. Depending on the options you selected under settings, either only the records with images were printed, or all records with a placeholder for non-imaged material.   

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