Batch Send is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to the My Insurance Dashboard cloud portal, or sent as an attachment in an email message.

Batch send can be opened from a number of locations and will always be associated with the selected Policy or Quote number.

Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.

My Insurance Dashboard Cloud Portal Visit the Newton Wiki for additional details

Video: MyInsuranceDashboard and Batch Send