Document Generation for Multiple Cases/Providers
The Document Generation Wizard has been expanded, allowing users to create multiple documents for any number of Cases/Intakes or Providers at one time. Your firm can now generate one or more letters for new clients, Providers, or adjusters across multiple Cases leveraging the robust capabilities of Advanced Search to find Cases that match any criteria. Documents are created using the Document Generation Wizard and automatically saved to the selected Cases or Providers. Refer to Generating Case Documents from Templates or Generating Provider Documents from Templates for more details on the Document Generation Wizard.
NOTE: You must have the Enabled permissions to access Advanced Search under General settings and Add permissions to Case > Documents Tab. To add Provider documents, you must have Add permissions to Provider > Documents Tab.
Click here to watch a tutorial on using the Document Generation for Multiple Cases/Providers feature.
To generate documents for multiple Cases or Providers:
Navigate to Advanced Search.
Select how you wish to search to build your criteria. For example, you may wish to search for Cases opened in the current week of a certain Case Type in order to generate welcome letters.
When the Advanced Search results are displayed, select the checkboxes of the Cases or Providers you wish to generate documents for. Click the top heading check box if you wish to generate documents for the entire list.
Click Bulk Actions > Generate Documents.
Follow the Document Generation Wizard to select your template(s). Columns can be rearranged by hovering over the far right of a column. Click Next when complete.
On the Fill in templates step, each of your selected templates will display in separate sections with a row for each selected Case or Provider from Advanced Search. Fill in the corresponding prompts as they pertain to the selected template. Click View Document Template to access the template at any time. Your selected data has not been populated yet.
Click the Generate Documents button to create the new documents. Click Accept and Continue to confirm your intention on the Generate <# of documents> window.
You will be returned to your Advanced Search results with the selected Cases or Providers. A progress window will display on the bottom right, which will change to "Complete" once the documents have been generated.
When multiple documents have been created at one time, Neos will batch all generated documents. Click View Batch to open the Browse Documents tab containing documents that have been created in the batch.
Click the down arrow to expand the list of documents that were created. If there are any complications from the generation process, an error icon will display next to the corresponding document name.
Documents can be opened directly from this window by single-clicking the name.
The generated document is automatically saved to the selected Document Type and Category folder for each Case or Provider.
