Sharing a form letter with all users

To add a form letter for all users to access:

  1. From the main Administration Menu, click “Organization”.
  2. On the Organization page, click the blue “Form letters” link.
  3. On the “Form letters” page, click the “Add form letter” button.
  4. Optionally, select a category from the “Category” drop down list box.
  5. Enter a name for the form letter in the “Title” text field.
  6. Click the “Add” button.
  7. There is now a new, blank form letter in the list.

To edit the form letter:

  1. Find the form letter in the list and click on it's name.
    1. Optionally, choose a value from the “Category” drop down list box.
    2. Optionally, choose a district from the “District” drop down list box if you only want a specific district to use the form.
    3. Optionally, you can rename the form letter by changing the name in the “Name” text field.
  2. Edit the body of the form letter. Editing works like working in an ER section in Design Mode.
  3. Press the “Save” button.
  4. The new form letter will be displayed as a choice in the drop down list box in the “Form Letters” section when a new form letter is added for a student.

admin_share_form_letter.txt · Last modified: 2021/03/03 11:36 by
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