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Create a document or mail template
A template contains variables that are replaced by the appropriate data during distribution (printing for mail or PDF attachment for e-mail). A template is valid for a certain type of recipient (students, teachers, company contacts, staff) and can be sent from certain displays, determined by its category (assiduity, internship, "miscellaneous", etc.).
Customize a default template
The templates are proposed by default. You can modify them directly or duplicate them and modify the duplicated templates.- Go to the tab Communication > Mail and documents >
Templates. - Select a template on the left: its content is displayed on the right.
- Use the formatting options and insert variables if necessary.
Create a new template
You can also create new templates from a blank page.- Go to the tab Communication > Mail and documents > Templates.
- Click on the creation line.
- Enter a designation for the template and confirm with the key Enter.
- In the pop-up window, choose the type of recipient and indicate the category, that is, the context in which the template will be used.
- Select the template from the list and enter the content in the panel on the right.
A template can only have one category. If you want to create similar templates for several types of recipients, create the first one, format it and then duplicate it.
Duplicate a template
- Go to the tab Communication > Mail and documents > Templates.
- Select a template from the list.
- Right click and choose Duplicate.
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