Creating and Viewing Internal Bulletins

The internal bulletins feature allows you to link to, organize, and view electronic documents and to disseminate information (e.g., polices, procedures, memos) available to all locations. Follow the instructions below to store and organize links to electronic documents in OfficeMate. If you are scanning documents and saving them on your computer so that you can link them to insurance carriers and plans, select a standard naming convention to use when naming the documents and save the documents in your Officemate\DATA\eDocuments folder (if you are a new user or were an OfficeMate Enterprise user who upgraded to OfficeMate 9.0 or above) or OMATE32\DATA\eDocuments folder (if you were an OfficeMate user who upgraded to OfficeMate 9.0 or above).

For information on viewing internal bulletins, watch this video.

This topic describes how to use the internal bulletin feature, including how

To open the Internal Bulletin window

1. Click Tasks.
2. Select Internal Bulletin.

   The Internal Bulletin window opens.

To create internal bulletins

1. Open the Internal Bulletin window. For more information, go to Creating and Viewing Internal Bulletins.
   • You must be logged in to OfficeMate Administration to create internal bulletins.
   • To view an electronic document, select the document and click View.
   • To delete an electronic document, select it and then click Delete.
   • To print a list of the internal bulletin electronic documents, click Print List.
2. If you have Administration access, click Add to add a new document or double-click an existing document to edit it.

   The Internal Bulletin Information window opens.

3. Type or select an expiration date in the Expires on Date text box as needed.
4. If you want to add notes to the bulletin, type them in the Notes text box.
5. Click Browse to navigate to and select an electronic document to link to the internal bulletin.
6. Click OK to save the internal bulletin.

To view internal bulletins

1. Open the Internal Bulletin window. For more information, go to Creating and Viewing Internal Bulletins.
2. Select an internal bulletin from the list.
3. Click View.

   The internal bulletin opens.

   When you open an eDocument in OfficeMate, the eDocument opens in the application associated with that file type. For example, a PDF opens in Adobe Reader. If you do not have the application associated with that file type installed on your computer, you will not be able to open the file.
4. If you want to print a list of the internal bulletin electronic documents, click Print List.
5. Click Exit when you are finished.