Creating a Quick Batch Job in Smart Batch Studio

Creating a Quick Batch Job in Smart Batch Studio

Follow the below steps to create and process a Quick Batch Job in Smart Batch Studio:

1. Navigate to the Transactions menu & Click on Smart Batch Studio.



2. From the top-right corner, click New Batch and select Batch Jobs. 



3. Choose the required Batch Job Type:
  1. Quick
  2. Form
  3. Standard



4. Enter a name for the Batch Job.
5. Select Quick as the Batch Type.
6. Choose the required Channel:
  1. Print
  2. Email
  3. Multichannel

    Note:     Multichannel jobs support both Print and Email channels.
7. Select Print / Email and click Next.
8. The list of Published Templates will be displayed.



9. Select the required template. You can also search for the template using the template name.
10. Click Next. 



11. In the next step, download the sample Data File template for providing input data.
Smart Batch Studio supports the following data file formats:
  1. Excel
  2. JSON
  3. XML
  4. CSV
  5. TXT (Pipe Delimited)
  6. TXT (Tab Delimited)
Populate the data file with the required data.


12. Upload the completed data file. 



13. Click Create Batch to create the batch.

14. Once submitted, the Quick Batch Job will be created under Smart Batch Studio. 


15. After the job is processed successfully, the generated documents can be downloaded. 



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