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Create a template
A template contains variables which are replaced by the appropriate data during distribution. A template is valid for a certain type of recipient (students, teachers, staff or guardians) and can be sent from certain displays, determined by its category (committee, absences, miscellaneous, etc.).
Customize a default template
Templates are provided by default. You can modify them directly, or duplicate them and modify the duplicated templates.
- Go to the display Communication > Mail and Documents >
Templates. - Select a template from the list on the left.
- Modify its content on the page displayed on the right, using the formatting options and/or inserting variables if necessary.
Create a new template
You can also create new templates from a blank page.
- Go to the display Communication > Mail and Documents > Templates.
- Click on the creation line.
- Enter a designation for the template and press key Enter on your keyboard.
- In the pop-up window, choose the type of recipient and specify the category. In other words, the context in which the document template will be used.
A template can only have one category. If you wish to create similar templates for several types of recipients, create the first one, format it and then duplicate it. - Select the template from the list and enter the contents in the right-hand pane.
You can copy and paste text from a text editor, but the variables must be chosen from those offered by EDT. These can be added by clicking on the button Insert located in the formatting bar, at the top of the letter.
Duplicate a template
- Go to the display Communication > Mail and Documents > Templates.
- Select a template from the list.
- Right-click and choose Duplicate.
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