Differences

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--- products:admin:embeddedletters [2016/03/03 19:59]
max removed
+++ products:admin:embeddedletters [2018/01/24 22:44] (current)
max ↷ Page moved from plsis:embeddedletters to products:admin:embeddedletters
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-Updated 9/25/2013 Page 1
+{{tag>admin student_records}}
+===== Embedded Letters =====
+\\
+==== I. Adding Embedded Letters ====
+\\
+  * Step 1. Go to the student page (could be dashboard, enrollment pages, etc.) that you want to embed a letter into. \\
+  * Step 2. Click on the Embedded Letters link at the bottom of the page. \\
+  * Step 3. Click on the green plus icon next to "Add New Letter". \\ {{plsis:embeddedletters1.png?nolink&300|}} \\ {{plsis:embeddedletters2.png?nolink&700|}} \\ {{plsis:embeddedletters3.png?nolink&700|}} \\
+  * Step 4. Enter the name of the letter, enter the information needed into the body of the letter, (you can enter date fields, student fields, and assigned staff fields to the right of the Body to insert pre-filled information) and click save. \\
+  * Click Print link the generate a PDF or the Email link to create a new email to send out your letter. \\
+==== II. Managing Embedded Letters ====
+\\
+  * Step 1. Go to the page with the embedded letter.\\
+  * Step 2. Click on the blue arrow beside the letter you want to edit. \\
+  * Step 3. Make the changes you want and click save. \\
+To see all embedded letters within the school, you can click the Manage button. \\
+Click on the blue arrow next to the letter you want to edit. \\
+==== III. Deleting Embedded Letters ====
+\\
+  * Step 1. Click on the Manage button for embedded letters. \\
+  * Step 2. Choose the box to the left of the letter you wish to delete. \\
+  * Step 3. Type CONFIRM into the box at the bottom of the page, then click on Delete. \\ {{plsis:embeddedletters4.png?nolink&800|}} \\
-Embedded Letters
-Embedded Files are specific to each individual student. They can be found at the bottom of most
-student pages (Student Dashboard, Discipline, Enrollment History, etc.)
-ADDING EMBEDDED LETTERS:
-. Go to the student page that you wish to embed a letter in to.
-. Click on the Embedded Letters link.
-. Click on the green + icon to "Add new letter".
-Generated by Foxit PDF Creator © Foxit Software
-http://www.foxitsoftware.com For evaluation only.
-Updated 9/25/2013 Page 2
-. Enter in the name of the letter under "Name of this embedded letter". Enter in the
-information needed in "Body of Letter" (you can use the Date Fields, Student Fields, and Assigned
-Staff Fields to the right of the Body to insert pre-filled information). Click Save when you are
-finished creating the new letter.
-. Click on the name of the letter to preview your letter. Click the “Print” link to generate a PDF
-and the “E-mail” link to create a new email to send out your letter.
-Generated by Foxit PDF Creator © Foxit Software
-http://www.foxitsoftware.com For evaluation only.
-Updated 9/25/2013 Page 3
-MANAGING EMBEDDED LETTERS
-. Go to the page with the embedded letter. Click on the blue arrow next to the letter you need to
-edit, and make any changes needed.
-OR
-. To see a list of ALL embedded letters within the school so you may choose which one you want to
-edit, click on "Manage".
-Click on the blue arrow next to the letter you wish to edit. Make changes as needed.
-DELETING EMBEDDED LETTERS
-. Click on the "Manage" button for embedded letters.
-. Choose the box to the left of the letter you wish to delete.
-. Type CONFIRM into the box at the bottom of the page, then click on "Delete".
-Generated by Foxit PDF Creator © Foxit Software
-http://www.foxitsoftware.com For evaluation only.