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Identity Card Printing

You can print identity cards for your staff and clients in Loan Performer in version 8.16 (or later). However for you to print these cards you need a special printer like the Evolis ID Card printer and some PVC cards.

Loan Performer comes with six predefined ID card templates named 8160001 to 8160006 that can be customized to suit your organization's needs. These templates are located in a folder called External Files->Idcard Printing.found in the LPF Installation directory - normally c:\LPF816.

Before you proceed with ID printing you need to;

i. Create the subdirectory “CustomReps” in the LPF816 (or later) installation directory.

ii. Copy the ID template files from the Idcard Printing directory to the CustomReps directory created in (i) above OR to a directory where your custom reports are stored.

iii. Login into Loan Performer 8.16 as a Supervisor.

Note that all clients that qualify for Identity Cards should have their Photos and Signatures appended to their client records.

How to configure Loan Performer to print identity cards

To configure ID printing you go to System/Configuration/Custom Reports and a screen like the one below shows up:

Report Number: Enter the number that will be assigned to the report,e.g., "15".
Only reports on: From the drop down list, select the menu item to link this report to, e.g., "Clients".
Name of the report: Enter the name by which the report will be referred to as, e.g., "myTest".
Menu Item: Select the report that you will use as a basis to customize your report, e.g., "Report on Clients".
Page: Specify the number of pages that your report should have, e.g., "1".
Popup message if selected: Enter a message that will be displayed whenever this report is accessed, e.g., "Hello World".This message will give additional information about the report.
File name: This is the name under which the file name will be stored, e.g., "test".. It is the name of the file that was created as a copy of the Example file in the Report Templates folder.
All reports are stored at: Enter the path to the folder where the reports will be stored, e.g., "C:\LPF816\CUSTOMREPS"

Click on the Add command button to save the new report. and on the Closecommand button to exit.

Note that the added report will now appear as one of the formats under the Report Formats of the Menu item selected above, e.g., "Report on Clients" menu.

How to print identity cards

To print ID cards you go to Clients->Individual Clients->Identification and a screen like the one below will show up:

Note that all clients that you want to print IDs for should have their photos and signatures attached such that when a client is retrieved, his/her photo and signature will be displayed.

Print card: click on the print card button to load the following screen:

Date of Issue: Enter the date when the ID is issued, e.g., "01/01/2015".
Date of expiry: Enter the date when the ID will expire, e.g., "31/03/2015".
Issuing Authority: Click on the signature button to browse for the signature of the issuing authority for the identity card.

Note that the signature should have been stored in the signatures folder in the lpf working folder, e.g., "C:\lpf816\signatures\"

Function: Enter the function of the ID holder, e.g., "Client".
Templates: Select the desired template
Preview Click on the preview button to see how the ID will look like, See below:

Click on the printer icon to print the card.

Note that the printer must have been installed on the computer or shared on the network.

How to edit the Identity Card template

It requires the Telerik standalone report designer (Telerik.ReportDesigner.x86) to edit an existing template or to create a new template. The designer is supplied with Loan Performer versions 8.16 and later. The installer copies it to the Loan Performer installation directory. It is also found in External Files/Idcard Printing. Make sure this file exists in the Loan Performer installation directory.