13.2 Printing mailing documents for a soft certificate package

When working with soft certificates, MyID allows you to print the following types of document:

• Transport Document

  You can print this document when collecting a soft certificate package. This document can contain a cover letter that you can send with the soft certificate package (for example, if you are distributing the soft certificate packages on USB drives). You must not include a PIN in this document, for reasons of security. You can print this document when collecting a soft certificate package, or at a later date once the soft certificate package has been collected.

• PIN Mailing Document

  You can print this document after you have collected a soft certificate package. This document can contain a PIN (assuming you have configured the credential profile to use a suitable server generated PIN) that you can provide to the user under separate cover, for reasons of security.

  You can print a mailing document only once, unless you have the elevated privilege of being able to reprint mailing documents; this is treated as a separate operation that you can control using the Edit Roles workflow.

You must have the WebView2 component installed to be able to print transport or mailing documents. See the Microsoft WebView2 Runtime section in the Installation and Configuration Guide.

You can specify which templates are used in the Mail Documents section of the credential profile.

See the Setting up a credential profile for soft certificates section in the Administration Guide for details.

The HTML templates are stored in the database. There is currently no user interface that allows you to upload new mailing document templates to the database; for information on creating templates, contact customer support to obtain the Mailing Documents guide, quoting reference SUP-255.

Note: MyID uses the MyID Client Service to print mailing documents. If the MyID Client Service is not running, MyID attempts to print the document using your browser's built-in printing facility instead. Note that you cannot automatically select the default printer and print seamlessly without further interaction if you are using the browser's printing facility.

13.2.1 Printing a transport document

On the Collect Soft Certificates screen, once you have downloaded the soft certificate package, you can print the transport document.

See section 13.1, Collecting a soft certificate for details.

Note: If you attempt to print the transport document before successfully downloading the soft certificate package, an error similar to the following appears:

• WS40058 – Unable to generate a server document, the status of the request is invalid.

Make sure you have downloaded the certificate package before you click Print.

To print the transport document:

1. If you want to use the Windows default printer, make sure Use default printer is selected.

2. Click Print.

3. If you are selecting the printer manually, choose the printer from the list and click Print.

   

13.2.2 Reprinting a transport document

If you need to reprint a transport document for a soft certificate request, you can do so from the View Request screen for the soft certificate, as long as the request is at status "Completed".

13.2.3 Printing a mailing document

When you collect a soft certificate package, a new request is created in MyID of type "Print PIN Mailer Document". These requests do not appear in the standard Requests report, but appear in the Print PIN Mailer report instead.

To print a mailing document:

1. Click the Requests category.

2. From the Reports drop-down list, select Print PIN Mailer.

   See section 7.3.9, Print PIN Mailer report for details of the search criteria you can use.

   Note: For convenience, you can also print a print mailer document from the View Request screen of the original soft certificate request; that is, from a request of type "Request a soft (browser) certificate for a user" at status "Completed" if there is an associated request of type "Print PIN Mailer Document" at status "Created".

3. Click Search.

   The list of matching results appears.

4. Select the request you want to print.

   The View Request screen appears.

   

5. Click Print PIN Mailer Document.

   The Print PIN Mailer Document screen appears.

   

6. If you want to use the Windows default printer, make sure Use default printer is selected.

7. Click Print.

   If you are selecting the printer manually, choose the printer from the list and click Print.

   MyID prints the document, and sets the "Print PIN Mailer Document" request to "Completed". You can attempt to print the document multiple times, as long as you do not close the Print PIN Mailer Document screen; once you leave this screen, you can reprint a document only if you have permissions to the Reprint PIN Mailer Document operation.

8. Once you have printed the document successfully, click Close.

   

13.2.4 Reprinting a mailing document

For reasons of security, once a PIN mailing document has been printed, you cannot reprint it using the Print PIN Mailer Document operation. You can reprint a PIN mailer only if you have access to the Reprint PIN Mailer Document operation; you are recommended to make this operation available as an elevated privilege for selected operators.

To reprint a mailing document:

1. Click the Requests category.

2. From the Reports drop-down list, select Reprint PIN Mailer.

   See section 7.3.10, Reprint PIN Mailer report for details of the search criteria you can use.

   Note: For convenience, you can also reprint a print mailer document from the View Request screen of the original soft certificate request; that is, from a request of type "Request a soft (browser) certificate for a user" at status "Completed" if there is an associated request of type "Print PIN Mailer Document" at status "Completed".

3. Click Search.

   The list of matching results appears.

4. Select the request you want to print.

   The View Request screen appears.

   

5. Click Reprint PIN Mailer Document.

   The Reprint PIN Mailer Document screen appears.

   

6. If you want to use the Windows default printer, make sure Use default printer is selected.

7. Click Print.

   If you are selecting the printer manually, choose the printer from the list and click Print.

8. Once you have printed the document successfully, click Close.

   

13.2.5 Printing multiple mailing documents

If you need to print or reprint multiple mailing documents, you can do so as a batch operation.

To print multiple mailing documents:

1. Click the Requests category.

2. From the Reports drop-down list, select one of the following:

   • Print PIN Mailer

     Provides a list of all printing requests that have not yet been printed. See section 7.3.9, Print PIN Mailer report for details of the search criteria you can use.

   • Reprint PIN Mailer

     Provides a list of all printing requests, whether or not they have already been printed. See section 7.3.10, Reprint PIN Mailer report for details of the search criteria you can use.

3. Click Search.

   The list of matching results appears.

4. Use the checkboxes to the left of the requests to select one or more requests.

5. From the Tools menu, select Print PIN Mailer Document or Reprint PIN Mailer Document.

   

6. The confirmation screen appears.

   

7. Click Yes to proceed with the batch approval, or No to go back to the list of requests.

   When you click Yes, the Batch Processing screen appears.

   

   The print requests are processed. The table shows the status of each request:

   	The print succeeded.
   	The print failed. The Message column displays the reason for the failure; for example, there may not be a document template selected for the credential profile.

8. Click Close.