Batch printing for contacts

You can batch print Microsoft Word and PDF documents for one or more contacts.
You must have created the required Microsoft Word document templates and used NexJ Add-In to insert the merge fields into the templates, which will automatically retrieve the contacts' information during a print job.

NexJ Add-In integrates Microsoft Word and NexJ CRM to allow you to personalize your form documents. For more information, see Using NexJ Add-in with Microsoft Word.

To print documents for multiple contacts at one time:

1. Navigate to the Contacts workspace.
2. In the list of contacts, select the required contacts.

3. Click the Actions drop-down menu, and select Print Document .
   

   You can also right-click on an individual contact to select it and select Print Document .

   The Batch Print dialog opens.

4. In the Detail tab, select the document templates you will print by selecting the Select drop-down menu and choosing where to browse and find your document templates.
   After your documents are selected, the document file names, and the locations where the documents were selected, display in the dialog.
5. In the Log Item Description field, enter a description for the activity record.
6. [Optional] You can select the Add Filename checkbox to append the file names with the log item description.
7. Under Logging Options, select Create a journal entry for each recipient with personalized copies of the specified document to create a journal entry on the Activities tab for each selected contact. This checkbox is selected by default.
8. [Optional] Under Logging Options, you can choose to associate the print job with a related campaign, opportunity, product, or service request.
9. [Optional] In the Follow-ups tab, you can choose to add a follow-up activity by selecting the Add drop-down menu and selecting an option.
10. Click Print to start creating the documents using the selected template.
    A confirmation prompt displays.
11. In the confirmation dialog, click Yes to continue.
    A message displays stating that your batch operation request has been submitted.

12. Click View My Requests to open the Batch Processes dialog to view the status of your batch print job or Close to close the message.
    

    If the number of contacts selected for printing exceeds the threshold established by your system administrator, the system prints the documents in the background and the system notifies you when background printing is complete.

    You can also view the status of your completed batch print jobs by selecting the Completed Batch Processes filter in the contacts panel or the status of your batch print jobs by clicking the Options button in the navigation toolbar and selecting the Batch Processes menu command to open the Batch Processes dialog. Also, in the Batch Processes dialog, you can select a batch print job, click View Report , and open or save the documents locally.

The documents are created. If enabled, a journal entry is created in the Activities tab on the Contacts workspace for the creation of the documents.