Documents

Generate letters/certificates from templates for a student or staff member.

Who can use this

• SECRETARY
• ADMIN

Path

/secretary/documents

Dependencies

• Templates exist (Document templates).
• Person must exist in students or staff lists.

Screenshot

Steps

1. Open Documents at /secretary/documents as SECRETARY.
2. Choose Template, Person type (Student / Staff), and Person.
3. Click Generate document, then Print preview when ready.
4. Use Manage templates / Edit templates to fix template problems.
5. Download CSV / Print for logs when shown.

Fields and actions

• Template, Person type, Person
• Generate document / Print preview / Manage templates / Edit templates
• Download CSV / Print

Common mistakes

• Wrong person type (staff vs student)
• Generating before templates exist
• Skipping Print preview

Related

• Printouts and documents
• Admin documents
• Secretary students
• Secretary staff