ProDon:Traitement des documents à émettre (version 4)
CAUTION: This document is for ProDon 5. To view ProDon 4 document, click here.
Introduction
Following the transfer of transactions, it is possible to issue documents linked to transactions, such as thank-you letters. The processing of documents is done from the "Batch processing: Documents". It is possible to issue them either in part by conducting a search or making a filter, or in whole.
In order for a document to be issued following the transfer of a transaction, the document to be issued must have been chosen in the donation occasion configuration. Once the document is checked in the donation occasion configuration, the document to be issued will automatically be in the "Batch processing: Documents", when transferring the transactions linked to the donation occasion.
Diagram
Processing Documents to be issued
To proceed with the printing of the documents to be issued, go to "Batch processing: Documents".
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To do so, from the software home page, click on the "Batch processing" menu, then select "Documents". | |
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After clicking on "Documents", the "Batch processing: Documents" window opens.. | |
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CAUTION: Before starting, close Word, if necessary. | |
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A: The "Transferred transactions" tab contains the list of documents for which the transaction has been transferred. |
B: The "Pending transactions" tab contains the list of documents for which the transaction has not been transferred yet. |
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C: The "Reprint" tab contains the list of documents to reprint. If the documents have not been successfully printed in a previous printing, they are moved to this tab, which allows reprinting. |
D: It is possible to create an active list of documents to be issued by conducting a search or making a filter, so that only the documents part of the active list are generated. |
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E: After preparing the active list in the chosen tab, click on the |
NOTE: In order for the documents to be in the "Transferred transactions" or the "Pending transactions" tabs, the options K and L of the "Main Screen" that is part of the "Master document management" document have to be checked. Depending on the checked option, the document will be in the right tab. |
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After clicking on the | |
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| A : Permet d'ouvrir les documents dans l'éditeur, avant de les imprimer manuellement à partir de l'éditeur. Cette option est fortement recommandée. |
B : Permet d'imprimer les documents directement, sans vérification préalable. Cette option n'est pas recommandée puisqu'il est préférable de vérifier les documents d'abord. |
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C : Permet de générer tous les documents de la liste courante. |
D : Permet de générer le document de la transaction sélectionnée seulement. |
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E : Si cette case est cochée, les documents adressés aux clients exclus du publipostage seront quand même générés. |
F : Permet d'ajouter un titre sur chacun des documents de publipostage au moyen d'un champ de fusion inséré dans le document maître. |
| G : Liste des documents disponible pour générer. | NOTE : Il n'est pas nécessaire de sauvegarder le résultat de la fusion, car il est possible de le générer à nouveau. S'il est absolument nécessaire d'enregistrer les documents, il est très important de les «Enregistrer sous » pour que le document maître demeure accessible pour les prochaines fusions. |
If the option "Printer" had previously been checked, verify the documents. Then if they are all generated, print them manually.
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After clicking on "Generate", the following window opens in ProDon. After verifying the printed documents, click on one of these three options in order to confirm if the documents have been printed successfully or to allow later reprint. | |
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After clicking on " Click on " Click on " |
