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registration:maintenance:parentportal:letters:update:directory
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Directory (Parent Portal Letters)
Registration > Maintenance > Parent Portal > Letters > Update > Directory
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.
Update data:
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.
To add a letter type, click +Add. A blank row is added to the grid.
| Field | Description |
|---|---|
| Ltr ID |
Type the two-character code for the letter type. |
| Description |
Type a description of the letter type, up to 50 characters. |
| Ltr Body (letter body) |
The field is selected if the form letter has been created. |
Click Save.
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.
● You can select multiple rows to be deleted at the same time.
● Click Save. A message is displayed asking if you want to delete the row.
Click Yes to continue. The selected rows are deleted. Otherwise, click No.
8. To create or edit a letter, click Retrieve. The letter opens in the Letter tab.
3. In the Ltr ID field, type the code for the letter type. The code must be two characters.
4. In the Description field, type a description of the letter type. The field can be up to 50 characters.
5. Ltr Bdy (letter body) is selected if the form letter has been created.
6. Click Save.
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.
● You can select multiple rows to be deleted at the same time.
● Click Save. A message is displayed asking if you want to delete the row.
Click Yes to continue. The selected rows are deleted. Otherwise, click No.
8. To create or edit a letter, click Retrieve. The letter opens in the Letter tab.
registration/maintenance/parentportal/letters/update/directory.1491446964.txt.gz · Last modified: 2017/04/05 21:49 (external edit)