Use the following procedure to send a Bulk Communication via Printed Document:
1. Select Bulk Communication from the Communications section of the Patron menu. The Bulk Communication page is displayed.
2. Click Advanced Find.
3. Perform an Advanced Find to search for the patrons who will receive the communication message.
When using Advanced Find with the Bulk Communication process, a user can perform a search within an uploaded ID List, if necessary. This function allows a user to perform the AF search on only a subset of the ID List’s predefined patrons.
For example: An institution needs to send a communication message to all freshmen at a specific housing building. If a user attaches an ID list containing every patron living in the building, the user can then perform an AF search on the Class attribute for Freshman within that ID List.
To add an ID List to an Advanced Find query, click Select in the ID List field. Use the browser’s file explorer to select the ID List file from the local network or workstation. After selecting the file, click Attach File to add it to the Advanced Find query.
For information and steps on performing an Advanced Find search, refer to the Patron Advanced Find section.
4. After performing an Advanced Find, the search results will display a list of patrons.
If necessary, click Remove next to a patron to not include the patron in the list of communication recipients.
Click Next.
5. From the Template Name drop-down menu, select the Message Template to use for the communication content.
Message Templates are configured via the Patron > Message Templates page.
6. If necessary, select a patron from the Recipient drop-down menu and click Preview. The Template Preview will display the message with the template-defined information and formatting.
7. Click Next.
8. Select a printer from the drop-down menu.
9. Click Print.