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Letter Designer

The letter designer allows you to create a letter, conveying a message of your choice, and doing a mail merge within admin.

K
Written by Kevin Gillmor

Prerequisites

Have the Director and Administrator defined in the District Details.

Have the District and School address and phone number filled in.

Log into Admin and select Reports-->Letter Designer

Warning Letters

  • You can design as many warning letters as needed. The General Warning letter can be generated for students of your choosing based on a balance or selected criteria.

  • The Warning Letter 1-6 will generate based on the settings in the district tab.

Notification Letters

  • You can design any of these letters to convey a message to your parents. The message does not necessarily have to be related to the letter name.

Design your letter

  • Select the letter, on the left, that you would like to design

  • Use the keywords on the right to personalize the letter with the students information and the location.As you type in the letter and you get to a position where you would like to use a keyword, double click on it and it will be inserted where you stopped typing.

  • Type in the message and put the keywords in place

  • If you right click on the screen, it will bring up a larger view of the letter and you can make adjustments as you would in a word document. 

  • When you have completed the letter, select Save.

Rename Letter 

  • Right click on the tab indicating the letter name and you will receive options to set the letter as Active, Rename Letter, New Letter, and Delete Letter

  • Select Rename Letter and you will receive a screen to allow you to do so.

Create a new letter

  • Right click on the current letter name and select New Letter

  • Enter the name of your new letter and continue to design it. 

  • Select Save when you are done

Set a Letter as Active

  • If you have multiple letters, right click on the letter that you would like to generate and select Set as Active Letter

  • Select Save when finished

Disclaimer

  • The box at the bottom allows you to enter a disclaimer which will appear on  any letter generated from this section.

**Note: We do have some letter templates on our download page at download.foodserve.com

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