Maintaining Printer Assignments

The Print Profile dialog box lets you maintain workstation printer assignments.

On the menu bar, click Tools, point to Profiles, point to Print Profile, and click Printers. The Print Profile dialog box appears.

How do I? and Field Help

The Defined tab lets you set up the list of available printers.

To verify local printers, click View Windows Printers. Use the Printers grid to add a printer.

Column Heading	Description
Local Registered Name	Click the down arrow in the Local Registered Name column to select a printer.
Default	Select the Default check box if it is your default printer.
Model	Click the down arrow in the Model column to select the type of printer.
Configure	Click the icon button in the Configure column to display the Printer Configuration dialog box.
Status	The status of the printer.

Click Refresh Printers after adding each new printer.

The Print Profile - Assigned - Online tab lets you define printers for specific print functions.

On the Print Profile - Assigned - Online tab, click the down arrow to select a printer from the drop-down list for each of the print types.

• Click the Receipts down arrow to select the receipt printer from the drop-down list.
• Click the Endorsement down arrow to select the endorsement printer from the drop-down list.
• Click the TA Teller Open/Close & Cash Movement down arrow to select the printer where the open, close and cash movement reports should print from the drop-down list. The Teller Open Reports are automatically archived if your credit union uses Portico's printing functionality and Nautilus Essentials Documents. For Nautilus Essentials users, the Physical Cash Count (ACP) and Teller Drawer Open (ATO) will be permanently retained in the Teller Work repository. The Teller Drawer Open (ATO) will be accessible from the Teller Journaling – Transaction Journal tab.
• Click the Workflow down arrow to select the workflow printer from the drop-down list.
• Click the Administration down arrow to select the administration printer from the drop-down list.
• Click the Audit 1 down arrow to select the audit printer from the drop-down list.
• Click the Audit 2 down arrow to select the audit printer from the drop-down list.
• Click the Notices down arrow to select the notice printer from the drop-down list.
• Click the External Receipts down arrow to select the external receipt printer from the drop-down list.
• Click the CU Checks down arrow to select the CU checks printer from the drop-down list.
• Click the Cashier's Checks down arrow to select the cashier's checks printer from the drop-down list.
• Click the Operating Checks down arrow to select the operating checks printer from the drop-down list.
• Click the Temporary, Sight & Purchase Checks down arrow to select the temporary checks printer from the drop-down list.
• Click the Certificate down arrow to select the certificate printer from the drop-down list.
• Click the Member Status down arrow to select the member status report printer from the drop-down list.
• Click the Envelopes down arrow to select the envelopes printer from the drop-down list.
• Click the Amortization down arrow to select the amortization schedule printer from the drop-down list.
• Click the Shared Service Center History down arrow to select the Shared Service Center history printer from the drop-down list.

The Print Profile - Assigned - Offline tab lets you define the printers that will be used when you are using Offline Processing.

On the Print Profile - Assigned - Offline tab, click the down arrow to select a printer from the drop-down list.

• Click the Offline Receipts down arrow to select the offline receipt printer from the drop-down list.
• Click the Offline CU Checks down arrow to select the CU checks offline printer from the drop-down list.
• Click the Offline Cashier's Checks down arrow to select the cashier's checks offline printer from the drop-down list.
• Click the Offline Operating Checks down arrow to select the operating checks offline printer from the drop-down list.
• Click the Offline Sight Draft/Purchase Draft down arrow to select the sight draft/purchase draft offline printer from the drop-down list.

On the Other Print tab, indicate if the teller open and closing reports should be archived, the number of days to be archived and where the archived open and closing reports should be stored.

If the Archive Open/Closing Reports check box is selected, the Teller Drawer Open (ATO), Physical Cash Count (ACP), and the Teller Closing reports will be archived to the location specified. This option should only be used when a credit union does not have Nautilus Essentials.

In the Report Archive - days field, enter the number of days of opening/closing reports to be archived. In the Report Archive - location field, enter the directory location where the archived open and closing reports should be stored. Click the ellipsis button to browse to the correct location.

If your credit union uses Nautilus Essentials and the Archive Open/Closing Reports check box is selected, the opening and closing reports will print. If your credit union uses Portico's printing functionality and Nautilus Essentials Documents, the reports can be archived in Nautilus Essentials Documents in the Teller Work repository accessible using the View Documents dialog box. Contact Portico Customer Service if you are interested in storing your Teller Close Reports in the Teller Work repository in Nautilus Essentials Documents.

On the Header/Footer/Endorsement tab, select the header, footer and endorsement from the drop-down lists.

• Click the Header down arrow to select the header file containing the text that will printed on the receipt header.
• Click the Footer down arrow to select the footer file containing the text that will printed on the receipt footer.
• Click the Endorsement down arrow to select the endorsement file containing the signature text that will printed on checks received at the credit union.

Click Apply to apply your changes to the Print Profile dialog box.

Click OK to save your changes and close the dialog box.

Click Cancel to cancel your changes and close the dialog box.