Letters can be generated for individual students or in bulk from any list page or search results. A letter template must exist in Settings > Communication > Letter Templates before you can generate one.
💡Quick Answers
- How do I generate letters in bulk? From any list page or search results, select the students, click the green Communicate button, and choose Generate Letters.
- How do I preview a letter before generating it? In the Generate Letters window, select a template from the Change Template dropdown; the system shows a preview for each student so you can verify merge fields and formatting.
- Can I create or edit a letter template while generating it? No, templates can only be created or edited under Settings > Communication > Letter Templates; see Creating & Editing Letter Templates.
- What format are generated letters downloaded in? All selected letters are combined into a single PDF that downloads automatically to your computer.
How-To: Generate Letters
You can generate letters in bulk from a list page / search and reports, or from an individual student's contact record. In either case, you will start by clicking on the green Communicate button to pull up the communications menu, and then select Generate Letters.
Once the Generate Letters window appears, you can select your desired letter template from the 'Change Template' drop-down menu in the upper right. This will allow you to preview how the letter will look for each student for whom you are generating the letter. Be sure to check that any merge fields are pulling information correctly and that your formatting looks the way you want it.
Please note: Unlike emails, letters cannot be created or changed on the fly while generating them for students. Letter templates can ONLY be created/edited under 'Settings' - 'Communication' - 'Letter Templates'. Click here for more information.
After reviewing your letter to make sure it looks the way you want, you can click on the blue Generate PDF button and the system will automatically download a PDF document of the letter(s) to your computer. If you are generating letters for multiple students, all of the letters will be included in a single PDF document.
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