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registration:maintenance:parentportal:letters:update:directory

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registration:maintenance:parentportal:letters:update:directory [2017/04/06 02:47] – jstanfordregistration:maintenance:parentportal:letters:update:directory [2020/06/30 13:36] (current) – removed lrosdahl
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-======Directory (Parent Portal Letters)====== 
  
-<div #message></div> 
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-//**Registration > Maintenance > Parent Portal > Letters > Update > Directory**// 
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-<WRAP round intro>This tab allows you to create a directory of letter types in Registration. Each type of letter is assigned a code and description and added to the letter type directory. Then, you create and save the letter on the Letter tab as a form letter or template using variables. The form letters and templates can be used to generate the actual letters. 
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-</WRAP> 
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-====Update data:==== 
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-Existing letters are displayed in order by type. A sample letter type is provided. You can edit the sample letter type, or you can create a new letter. 
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-To add a letter type, click **+Add**. A blank row is added to the grid. 
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-^Field^Description^ 
-^Ltr ID|{{page>general:registration_parent_portal_letters_update_letter_id}}| 
-^Description|{{page>general:registration_parent_portal_letters_update_letter_description}}| 
-^Ltr Body (letter body)|{{page>general:registration_parent_portal_letters_update_letter_body}}| 
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-6.    Click Save. 
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-7.    To delete a letter type, select the letter, and then click trashcan icon. The row is shaded red to indicate that it will be deleted when the record is saved. 
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-●      You can select multiple rows to be deleted at the same time. 
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-●      Click Save. A message is displayed asking if you want to delete the row. 
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-Click Yes to continue. The selected rows are deleted. Otherwise, click No. 
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-8.    To create or edit a letter, click Retrieve. The letter opens in the Letter tab. 
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-3.    In the Ltr ID field, type the code for the letter type. The code must be two characters. 
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-4.    In the Description field, type a description of the letter type. The field can be up to 50 characters. 
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-5.    Ltr Bdy (letter body) is selected if the form letter has been created. 
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-6.    Click Save. 
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-7.    To delete a letter type, select the letter, and then click trashcan icon. The row is shaded red to indicate that it will be deleted when the record is saved. 
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-●      You can select multiple rows to be deleted at the same time. 
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-●      Click Save. A message is displayed asking if you want to delete the row. 
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-Click Yes to continue. The selected rows are deleted. Otherwise, click No. 
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-8.    To create or edit a letter, click Retrieve. The letter opens in the Letter tab. 
registration/maintenance/parentportal/letters/update/directory.1491446862.txt.gz · Last modified: 2017/04/05 21:47 (external edit)

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