Questions covered in this FAQ:
1. How do I print a claim?
2. Can I print to PDF?
3. What will I see on the printed version of my claim?
4. Why do I see DRAFT on my estimate?
5. Can I print from iPhone/iPad/tablet versions of the software?
6. Can I print a temporary claim?
7. How can I hide or show amounts at "$0.00" on my totals page?
8. How can I hide prices for print?
9. My roof is showing up on my printed estimate with several different pieces (main roof, gables, etc. labelled Roof, Roof 2, Roof 3, and so on.) How can I change this?
10. How can I print a revision of an estimate?
11. Why won't my claim print? - Troubleshooting print issues
If you have a question that isn't covered in our guide, we're happy to help. Please contact Customer Care for further assistance.
1. How do I print a claim?
To print a claim in Symbility:
* In Mobile Claims, it's necessary to upload or synchronize before you can print.
Click the Print icon at the top of the screen, or use the keyboard shortcut Ctrl + P.
You can also choose the Print... option from the Symbility menu.
In Claims Connect, choose the Print menu option from the TIMELINE menu.
When you choose to Print, you'll see a Print Options window in both Claims Connect and Mobile Claims.
For more on Print Options, please see below ("What will I see on the printed version of my estimate?")
2. Can I print to PDF?
Yes. By default, Claims Connect generates a PDF when you print. In Mobile Claims, you can select to print to a printer or to print to PDF.
Click the print icon to bring up the Print Options window, then select the Options tab.
From the Printer drop-down menu, select a PDF printer.
(Windows 10 includes Microsoft Print to PDF as a default option. If you have an earlier operating system or if you prefer a different application, you may need to install a third-party PDF printer.)
3. What will I see on the printed version of my claim?
Options to customize the pages printed on the claim are available from the Print Options screen.
- Select a Print Profile to choose from pre-set print options every time. The print profile is set up from Claims Connect (Administration > Print Profiles). If your company didn't originate the claim, you'll also have the originator's Print Profile available.
- On the Pages tab, you can check the boxes to choose the pages you'd like to print. To select or de-select all quickly, simply check on or off the box next to the Claim #.
- On the Options tab you can choose your printer, and which soft letterhead you want to use (this is the address and logo for your company, or for another company if you are using a writing company or need the logo of another company that created the claim. These are also defined in Claims Connect, in Administration > Letterheads.) You can also choose to not use a letterhead on the printed-out claim, and define the margins for the printed page.
Other options for customization are available on the other tabs on this screen, for example Diagrams and Estimates. For example, on the Diagrams tab, you can opt to hide the diagram dimensions on the print-out.
- Tip: Click Print Preview at any time to see a preview of your printed copy.
The estimate itself will print the same way you see it appear on your screen. Before print, you can modify the estimate's View Options from the View tab (View command in Claims Connect), and choose the columns that appear on the estimate. If you'd like to reorder rooms, you can do so by dragging and dropping them in the estimate, or to add notes to the printed out estimate copy, you may add them (Insert tab) to the estimate itself.
4. Why do I see DRAFT on my estimate?
The "DRAFT" watermark is an option that the Claim Originator can choose to enable in order to distinguish between an incomplete and completed estimate.
If you'd like to print your final version of the estimate, you will need to change the estimate status to Completed or Ready for Review. Versions printed prior to this step will show the "DRAFT" watermark if this option has been enabled.
5. Can I print from iPhone/iPad/tablet versions of the software?
At this time it is not possible to print from the mobile device version of the software.
6. Can I print a temporary claim?
No, it is not possible to print a temporary claim.
7. How can I hide or show amounts at "$0.00" on my totals page?
Click on Options on the Totals tab of your estimate to define which amounts at $0 will be shown on your estimate totals.
In Claims Connect, open the estimate from DOCUMENTATION, navigate to the Totals tab of the estimate and click on View Options at the top right to modify these options for the Totals page.
8. How can I hide prices for print?
It is possible to print your estimate (line items) with prices hidden. (Note: you will need to ensure the Totals page isn't printed out by un-checking it in Print Options.)
Open the estimate you need to print. Select the View tab, then click Options, and select "Hide Prices".
In Claims Connect, View Options to customize your estimate is available from the estimate under the DOCUMENTATION tab.
9. My roof is showing up on my printed estimate with several different pieces (main roof, dormers, etc. labelled Roof, Roof 2, Roof 3, and so on.) How can I display them all as one when I print?
The software has the option to display different elements of a roofplan, like dormers, separately on the estimate from the main roof on your roofplan. Like many of the display elements in the software, you can customize how this is shown on your estimate.
Here's an example of a roof estimate where the roof elements are not combined. The dormers are displayed separately:
To ensure these roof elements print together as one roof, follow two steps:
- First, from the Estimate page, click the View tab in the ribbon. Click on the "Options" to display the View options for your estimate, and select the Combine Related Subrooms option to ensure this is checked off.
You'll now see the roof pieces grouped together on the estimate, along with any other subrooms you might have on this estimate (such as closets, if you've joined these as subrooms on your floorplan.)
- Second, check the Print Profile you're using. The Combine Related Subrooms option is also an option available to define in a Print Profile. If the Print Profile you're selecting to print with has "Combined Related Subrooms" un-checked, the subrooms will be displayed separately even if you've Combined Related Subrooms on your estimate view. The options on the Print Profile will override the options you choose individually on the estimate. Follow these steps to correct this:
- If you don't want to use this Print Profile at all, when you print, you may change the Print Profile to <none>.
- If you're a company administrator using your own company's pre-defined Print Profile, you can verify whether this option is checked off, and change it if necessary. Open Claims Connect, and go to Administration > Print Profiles. From this page, click on the name of the Print Profile to open the edit options for that profile.
- The edit options open on the General tab. Select the Estimate tab at the bottom of the option screen.
- Check the Combine Related Subrooms checkbox, then click Save.
If you have any additional questions about defining print profiles for your company, please contact our Support team.
10. How can I print a revision of an estimate?
To print only a Revision of an estimate:
Choose to print.
- First, set Print Profile to <none> (in case your print profile has presets on printing revisions merged with the original estimate.)
- Select the Estimates tab, and opt to print the Revisions as Separate.
- Now, select the estimate Pages you want to print. Un-check the pages from the original estimate, and choose only the ones from the Revision.
Note: to print just the Revision Totals, make sure to check the Revision's Totals page, but leave the Totals (Merged) and Totals (All) pages unchecked.
11. Why won't my claim print? - Troubleshooting print issues
I see a greyed out print icon in my claim.
You'll be unable to print if you haven't yet uploaded or synchronized your claims. You can upload directly from the claim by clicking the Save and Upload icon, between the Save icon and the Print icon.
Both the Save and Upload and the Print icons are not available.
If the Save and Upload and the Print icons are both unavailable it's most likely that you are working in a temporary claim. You can merge the temporary claim into another claim in order to upload or print this claim.
How can I change the printer that Mobile Claims is printing to?
After you choose to print, select the Options tab where you will be able to choose a different printer and change print Properties if necessary.
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