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Creating the Document Template
Applies to Form: Merge Document Summary
The merge document process in SchoolPRO can appear at first glance to be rather complex. However the process is much simpler when broken down into it's main components:
NOTE: If the Merge Category already exists, please skip step 1. Then, if the Merge Document already exists please skip step 2 and finally if the Merge Document template already exists please skip step 3. In other words if the merge document has previously been setup you can proceed directly to Step 4.
NOTE2: This process is different to using the MS Word Report Writer facility in SchoolPRO. For information on this please see MS Word Report Writer
Step 1: Merge Category
The Merge Category is what governs the query that is used on the merge document. In other words the merge category governs whether your merge document will show for example student names, parent names and their addresses as opposed to network usernames and passwords or award information and class details. There are several in-built queries to choose from, but you can also use any stored query as well.
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Step 2: Merge Document
When once a Merge Category has been chosen for your document, the merge document must be created in SchoolPRO. This step is different from the actual creation of the merge document template in Word or Notepad or the like.. There are 3 types of merge documents that can be created within SchoolPRO:
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Step 3: Merge Document Template
The merge document template is the actual word document, or email template or SMS template. This step requires knowledge of MS Word Merge documents, or HTML editing or SMS text editing respectively.
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Step 4: Doing the Merge
When once all the setup has been done you can run the merge. Running the merge basically creates the word document ready to print, or the emails ready to send or the SMSs ready to send.
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