Summary: This article will detail the Print Queue in Vantaca and walk through the necessary steps required to print items. At the conclusion of the article, there is a link for an article about the Check Queue. 

When an Action Item workflow is set to produce a Paper communication and has an accompanying Letter/Report/Document attachment, Vantaca will place those communications in the Mailroom > Print Queue page.

The print queue in Vantaca is a centralized location for all print jobs within your company. The Print Queue has three tabs

• Queue
• Jobs
• Third Party Orders

Queue

The default mailroom view is the Queue. The Queue will show all items for that User's portfolio(s). There may be multiple printable items for a single Action Item. For example, if a single step is producing BOTH a Certified letter and a Standard Mailing letter, both will appear as separate items in the print queue. 

Note: If you have the Action Step rule configured to Combine Attachments, then that will create a single PDF attachment, and therefore only a single item in the Queue.

By default, the Queue is categorized by Action Type Category and then by Association. As with many other pages in Vantaca, the Queue can be filtered and sorted as needed, and Users can use the Save Grid Settings option to customize the look of their Queue.

Printing In-House

Once you've located the item(s) to be printed, click on the box next to the item-or click the box at the top to select all on this page-and click Print at the top of the screen. This will generate a PDF for the selected item(s) and send the User to the Jobs tab to download the file.

Printing via Third Party

If you wish to send these documents to a Third Party printing processor-such as Paper Per Page, SouthData, HOAMailers, etc.-then select the item(s) and click Send to [Third Party] button. This will send the file to the designated Third Party and send the User to the Jobs tab to check the status of the order.

Note: The button will display the Third Party Printing solution that is enabled in your Database. For clients that use multiple Third Party printers, there will be multiple buttons for each.

Include Mailing Labels

When needed, Users can include a Mailing Label file with the Print Job. When printing and checking the Include Mailing Labels option, Vantaca will create a .zip file with two different files: The Print Job PDF, and the Mailing Label PDF.

The mailing label file will only include mailing labels for those addresses included in the Print Job. For more information about Mailing Labels, visit Best Practices: Print Queue/Check Queue.

Print Preview

Checking the Print Preview option when processing a Third Party print job, this will allow Users to see a Preview of the file that will be sent to the Third Party. More information about this can be found in the Jobs section of this article.

Note: Print Preview only works with Third Party printing. If printing In-House, the Print Preview check box will have no effect.

When printing, it is now possible to include Mailing Labels for each of these documents. Selecting a single or series of documents to print and selecting Include Mailing Labels when clicking Print will cause a ZIP file to go to the jobs tab, instead of simply a single PDF.

Jobs

Once item(s) have been moved from the Queue, they'll land on the Jobs page. Here, the User will see any items that they have marked for printing within a certain amount of time.

Note: There is a special Role Security to view Jobs created be another User.

Clicking the Print Job ID will download an Excel file with print job details, including XNs, mailing addresses, etc.

Printing In House

To send an item to the printer, a User will click the Download button to download that PDF file to their computer. From there, the file can be printed through whatever PDF reader is being used. Once a filed has been downloaded, the Job will Close. Users can re-download jobs by clicking Include Closed.

Note: If a print job needs to be deleted (or no longer printed) you must still press the print button to remove it from the queue. You can then delete the download without printing the file.

Printing Via Third Party

If an item was sent to a Third Party, then the file will process to the Third Party, and automatically close itself.

If an item was sent to a Third Party and the Print Preview option was selected, then the User has the option to Preview the file and Send or Cancel the order.

Bulk Order jobs can be easily identified with a checkmark in the Bulk Order column, otherwise, they'll have an X. See Bulk Third-Party Statements for more information.

Closed Job Statuses

Once a job has been printed, clicking Include Closed will display these closed items as well as display their status. An in-house item will say Printed.

If the letter was sent via Certified Mail, you can select Tracking to see USPS Tracking Number and SouthData/ Optimal Tracking number. This only works when you're integrated with Optimal or SouthData.

In addition to Tracking info, here are some of the statuses you may see:

• Active Statuses
  • MAILED
  • IN TRANSIT
  • ATTEMPTED / NOTICE LEFT
  • FORWARDED
  • UNDELIVERABLE
  • OUT FOR DELIVERY
• Ending Statuses
  • REFUSED
  • RETURNED
  • DELIVERED
• Special Statuses
  • RESEARCH
  • WEATHER DELAY

Third Party Orders

If an Action Item was stepped that uses the Send to Third Party Queue Additional Action, then those items will appear here. This page functions very similarly to the Queue, page, but is only used for Third Party Items. This is useful to avoid additional items on the "main" queue, and help separate those Third Party large orders.

Note: This tab, and the Additional Action tied to it, currently only function for third party statements and/or coupon files.