Template setup

To use WriterXG, you first need to configure the template settings for your account. You might also need to revisit some configuration windows when you add new templates, change printers, add template descriptions, etc. Access to the WriterXG screens can be limited using ServiceXG roles and profile security when WriterXG configurations exist in a system administration session.

To learn more about WriterXG, see WriterXG.

The first step in setting up your templates is working with the Template Configuration screen. When you first receive WriterXG, it comes preloaded with the base templates (see Best practice templates), but you'll need to complete the template configuration for each template based on your office setup.

Access Template Configuration

Go to: Home > System Administration > WriterXG > Template Configuration

Template Configuration contains the Template Listings tab, which lists all of your office’s templates. From here, you can view and manage your existing templates and their status, including the ability to quickly copy templates and delete any old or unused templates. See Copy a template and Delete a template for more information.

Double-click a specific template to open it in a separate tab.

On this tab, you can configure the settings for the template on multiple subtabs:

General—Update or provide the data source, session type, recipient type, recipient entity key, and any needed correspondence information. The Correspondence Update information determines how the correspondence, if any, is recorded within the Correspondence module. The operator will see these options while creating a letter. You must have active document management credentials to update the Correspondence tab.
Document Management—If you have a document management system (e.g. OnBase, PaperVision, AppExtender, etc.), set up categorization and search information for each template. You must have active document management credentials to update the Document Management tab.
Go Green—If you have a MemberXG GoGreen solution (paperless delivery option), optionally set up email and delivery options for your members that have opted to receive email. Members will receive an email that their document is available to view in MemberXG at the delivery time you configure. If you haven't purchased the GoGreen solution, you won't see this subtab.
Outputs—Define what happens to the generated statement. The options are to Output to a PDF, Print to a printer, or send to ECM Only.

See Configure a template to begin the configuration process.

Template configuration field descriptions

* indicates a required field

Field	Type	Description
Template Listings Tab
Template Name	View-only	The name of the template.
Category	View-only	The folder in Ecrion that groups the batch, interactive, and non-interactive templates (e.g. Annuity, Claims, Dependent, Disability, Member, Year End, Other, etc.). A starter set of categories is provided with each setup.
Template Type	View-only	`Batch`—Used when generating documents for a larger population. A batch job is started by an operator. `Interactive`—On-demand (real-time) template (letter, statement, form, etc.) that requires operator input as part of the generation process and generates a single document set for a specific recipient. As the job proceeds, information collected from the operator is added to the document. At the end of the process, the document displays and generates. `Non-Interactive`—On-demand (real-time) template which needs no interaction from the operator and generates a single document set for a specific recipient. The on-demand job typically identifies the recipient, and the output is populated with recipient data.
Recipient Type	View-only	The default receiver for the document. Options include Employer, Member, Dependent, Process Driven, and Provider. A Process Driven Recipient Type indicates that the CDO process determines the recipient type.
Data Source	View-only	This is how we plug and play our Data Sets into the basys platform, whether it’s individual or batch.
Print	View-only	A indicates the template is set to `Output` or `Print` (if you select `ECM Only`, this doesn’t display).
Status	View-only	The current state of the template: `Ready`—The template is available to use and has no errors. `Error`—There is a problem with the template on the website. Delete the reference to this template from the configuration. If necessary, create a new template or contact Bridgeway for assistance. `New`—The template hasn’t been configured before and needs to be configured for your needs. `Incomplete`—The template requires further configuration.
Template Information
Description	Text box	The description of the template.
Template Path	View-only	The directory path to the template file on the Ecrion website.
General Subtab
Template Type*	List	Select the template type for the template above. See Template Type above.
Data Source*	List	This is how we plug and play our Data Sets into the basys platform, whether it’s individual or batch.
View Schema	Button	Displays the content of the data source in a pop-up window.
Session Type*	List	The type of session from which the data is derived: BillingAccount Claim Classic ControlPanel Dependent Employer LawFirm Member PayrollAudit Provider The session type is inherited from the selected data source and the default option automatically displays .
Recipient Type*	List	This is who receives the document. The options include: Billing Account Dependent Employer Member Payroll Audit Process Driven. A Process Driven (CDO) Recipient Type indicates that the specific CDO process determines the recipient type. Provider
Recipient Entity Key*	List	The entity key is the item that identifies the recipient in the Data Source. This field is inactive (dimmed) if the Recipient Type is set to Process Driven (CDO).
Template Fund Security	List	Lists all funds in the system. Associating a fund to the template will only allow those with access to that fund to access the template.
Exclude Invalid Addresses	Check box	Select this check box to exclude any recipients with invalid addresses from this template. No letters are printed for recipients with invalid addresses, but PDFs and ECM images are still generated.
Correspondence Update
Fund	List	The fund A plan's asset pool held in trust for the benefit of union members and their families. The fund is the foundation of the basys system. Fund type examples include, welfare, pension, annuity and political action. associated to the recipient’s correspondence (document). Use this to create a record in the `Correspondence` module.
Type	List	This option is required after selecting a Fund. This is the correspondence type related to the Fund selected. Examples include, PEN ALERT, Phone Call, CORR Update, etc.
Document Management Subtab
Review and Approve Document	Check box	Indicates the document won't be released until it's approved by an operator. See Document review process.
Type Group	List	The first level of the hierarchy for documents in the document management system. In other words, a Document Group contains Document Types which contains keywords. For example, a group type could be Checks.
Type	List	A description for the document type within the document group. An example of a document type could be Pension Check or Annuity Check.
Keyword ID / Name	View-only	A search term or index which aid in finding or organizing the document in your ECM. Examples could include, Claim Ref#, Date, Member Name, SSN#, etc.
XML Tag	List	Keyword tag for the document that exists in the data source. An example would be <Mem_Number>Member Number</Mem_Number>.
ID Type	List	This is an additional (optional) identifier for the Keyword and XML Tag in the document management system. Classification for keyword if needed.
Go Green Subtab
Send Email Notification	Check box	Indicates if an email will be sent to members informing them that their document is available in the MemberXG portal.
Subject	Text box	This is the email subject that will display on the email sent to the member to let them know their document is available in MemberXG. This field is required if you selected the Send Email Notification check box.
Spanish Subject	Text box	The Spanish language email subject that will display on the email sent to the member to let them know their document is available in MemberXG.
Delivery Instruction	List	Indicates the time when the notification email will be delivered to the member. Examples include instantly (every minute), nightly (at or around the middle of the night on a daily basis), 5pm weeknights, or weekly (kicking off a weekend run process on a Friday evening to run potentially all weekend). This list can vary depending on your setup. If a template is part of the review and approve process and hasn’t been approved, the delivery option will be impacted. A document is held until it’s approved.
Outputs Subtab
Output	Radio button	Button that determines the settings for PDF output.
Print	Radio button	Button that determines the settings for a physical printer. After selecting this button, a list displays options for the printer tray: Single tray Multi tray
ECM Only	Radio button	Only active if you have a document management system. Button that indicates the output will be sent as an image to your document management system only.
Use Advanced Options	Check box	Displays the options for file naming, including keywords to include in a file name.
Combine Batch PDFs	Check box	Combines the batch PDFs into one file rather than multiple PDFs when generating documents from the `Create Batch Letter` screen and CDO processes. You must select this check box to combine all files (letters, statements) into a single PDF, otherwise, the process will generate multiple PDFs. The XML files are also combined into a single zip file. Note: This check box only displays when the template type is set to Batch.
Output Option - Use Advanced Options
File Naming	Text box	Enter the name of the output file using free form text and any keywords from the `File Name Keyword` list.
File Name Keyword	List	The list of keywords to add to the file name. Examples include operator, template name, date, and time stamps.
Output Option - Combine Batch PDFs (available for batch templates)
File Name	View-only	The name of the file.
Sort 1	View-only	Lists the sort tag, sort type, and sort order chosen for the sort 1 row.
Sort 2	View-only	Lists the sort tag, sort type, and sort order chosen for the sort 2 row.
Sort 3	View-only	Lists the sort tag, sort type, and sort order chosen for the sort 3 row.
Combine PDF	View-only	A green check mark indicates that PDFs will be combined.
Sort Enabled	View-only	A green check mark indicates that you’ve configured the sort options.
File Naming	Text box	Enter the name of the output file using free form text and any keywords from the `File Name Keyword` list.
File Name Keyword	List	The list of keywords to add to the file name. Examples include operator, template name, and date stamps.
Sort Tag	List	The tag by which the file will be sorted. This field consists of the same options listed in the Recipient Entity Key. Each sort tag must contain a sort order and sort type. You can add up to three sort criteria for the template. This field doesn’t contain any items that are a part of a data source’s grouping.
Sort Order	List	The order in which the file will be sorted: Ascending Descending
Sort Type	List	The character type by which the file will be sorted: Alphabetical Numeric. Use numeric for sorting by age or amount. We don’t recommend using numeric for zip codes because hyphens might interfere with the numeric sorting.
Print Option
Print List	List	Select to print with a Single Tray or Multi Tray.
Printer ID	List	Select the network printer ID for the selected template output. The printer ID displays when generating a letter, but can’t be changed at that time. RedCard displays as an option if you use RedCard to print documents. Documents with the `Print To` RedCard option are sent to your contracted RedCard provider on a schedule you define.
Print Two-Sided	Check box	The template will print on both sides (front and back) of the page. This setting doesn’t change the printer settings. Note: This setting is only enabled if you’re printing more than one (1) page. Your printer must be set up to print two-sided.
Delivery Instruction	List	Required, if Printer ID is selected. Examples of options which allow you to either send items to the printer: Instantly (every minute) Nightly (at or around the middle of the night on a daily basis) Weekly (kicking off a weekend run process on a Friday evening to run potentially all weekend) Depending on your setup, you might have additional or different options. See the Task Scheduler for more information on configuring other delivery instructions.
Redcard Translation ID	Text box	If using Redcard printer, this field indicates file transformation rules, such as how to bill the document, the number of pages, and where the address needs to be located on the template. Add the translation ID to the template configuration so you can use different translation IDs or override a translation ID if needed.
Pages	Text box	Enabled for the Multi Tray option.The page number(s) to print. Enter a number or select the check box to enter a page range.