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Document templates

Document templates (letters/certificates) and letter generation for students or staff.

Who can use this​

  • ADMIN

Path​

/admin/documents

Dependencies​

  • Person records (student/staff) exist before Generate a letter.
  • Archive instead of deleting templates still referenced offline.

Screenshot​

Document templates desktop

Document templates mobile

Steps​

  1. Open Document templates at /admin/documents as ADMIN.

Document templates step 1 desktop Desktop - focus for step 1 Document templates step 1 mobile Mobile - focus for step 1

  1. Click New template. Set Name, Category (Letter / Certificate), Person scope, Sort order, Description, then Save template.

Document templates step 2 desktop Desktop - focus for step 2 Document templates step 2 mobile Mobile - focus for step 2

  1. Filter Lifecycle: All / Active only / Archived only. Row actions: Edit, Archive, Delete.

Document templates step 3 desktop Desktop - focus for step 3 Document templates step 3 mobile Mobile - focus for step 3

  1. Use Generate a letter when producing an instance; open Reports & printouts for list printouts.

Document templates step 4 desktop Desktop - focus for step 4 Document templates step 4 mobile Mobile - focus for step 4

  1. Confirm Discard / Archive dialogs carefully.

Document templates step 5 desktop Desktop - focus for step 5 Document templates step 5 mobile Mobile - focus for step 5

Fields and actions​

  • New template / Edit / Archive / Delete / Save template
  • Generate a letter / Reports & printouts
  • Fields: Name, Category, Person scope, Sort order, Description
  • Lifecycle filter

Common mistakes​

  • Deleting a template still used for term letters
  • Generating without selecting the person
  • Leaving drafts Active