Upload Templates

1. Navigate to the Templates page and click Create in the left-side menu.
2. Select the template type from the drop-down menu.
   • The advanced checkbox only applies to grant and scholarship letters. If the box is checked, recipients who receive multiple scholarship or grant awards will have all of their awards consolidated into one scholarship letter or grant letter when one check is used. Check or uncheck the box next to Advanced.
3. Click Choose file and navigate to the template (Microsoft Word Document) on your computer.
4. Enter a description, and then click Upload File.
   
   
5. Click Verify in the left-side menu to confirm there are no errors in the template.
   • If an error exists, a warning message will be displayed. Correct the error in the template, and then upload and verify the template again.
   • This step must be completed in order for the template to be used in the system.

Default Templates

Multiple templates of each type can be uploaded, but each template type must have a default template. The first template that is uploaded per template type will automatically be set as the default. However, when multiple templates for a single type exist, the default can be changed by clicking [Make Default] in the template list view.

If a template is the default, this will be the template used by the system when that type of communication is triggered. 

When multiple templates exist within one template type, other criteria can be assigned to templates to assign logic for the system to select the appropriate template.

Delete Templates

Templates that have been uploaded can also be deleted.

1. Navigate to the Templates page.
2. Click the ID of the template to be deleted.
   
   
3. Click Delete in the left-side of the menu.
4. Click [Yes].