Introduction

This report is specifically used for ledgers that are working with an external Document Management System (DMS). To ensure a smooth connection between the 2 systems, they must have the same set of events. When a mismatch occurs, running this report re-sends event notifications to the DMS to resync the 2 systems, then generates a report on how many records were sent.

Parameters

Using the Entity Type field, you can send event notifications for Clients, Insurers and Auth. Rep & Prod. Brokers. The remaining parameters are used as follows: Scope - the options are All or Single based on the chosen entity type Branch - displays the branches configured for your ledger  Date Selection - the options are All or Specific Dates From Date/ To Date - displays when Specific Dates is chosen in Date Selection