Selected ADQ Clients

This screen displays the clients selected as you went through the Batch ADQ Client List Generator Wizard. The clients listed will either be a newly created list, or clients from a previously saved list that you have opened.

You have a number of options on this screen. The list of clients displayed applies to the selections you made on the previous screens. You will then need to select the particular clients for which you wish to produce ADQs. You can do this by clicking in the box next to each client name individually, or by using one of the options below.

Select All - Use this button to select all of the clients.

Deselect All -  Use this button to deselect all of the clients.

Invert Selection - This button will invert your current selection, so all selected clients will be deselected and vice versa.

Produce ADQs for the year - You can change the year that you produce ADQs for by using the up and down arrows at the top of the screen to move between years .

Save as PDF - Selecting this option will produce PDF files for all clients that are currently ticked within the list. A PDF Options window will be displayed which will allow you to select where the files are saved.

Save - You can save the current list of clients to be recalled at a later date. Click this button and give the list a filename. The file will be saved in the current dataset and can be recalled at a later date to run another set of ADQs for the same clients. For information on how to recall this list, see ADQ Wizard - Existing Client List.

Print All - To print ADQs for all the selected clients, click this button. To print an ADQ for just one client in the list, ensure that the client required is highlighted, and then click the Print Selected button. This will then only print one ADQ for the highlighted client.

Output Type - You have three output type options available within this drop down list:

• Standard (Comparative) format
• Letter (Text Based) format
• Cover Letter

 

Ensure whichever document you wish to work with is selected.

For more information on the ADQ Covering Letter for the Standard Format ADQ, see the ADQ Covering Letter section of this help.

Preview -  To preview a document for a single client, ensure that the document you want to work with is selected from the buttons shown above, and then highlight the client required. This button will not be enabled until a client has been highlighted. Once a client is highlighted, the button will be enabled, and clicking it will show the ADQ in the format corresponding to the chosen option for the selected client.