Under Documents > Enrolment (under Enrolment), you can browse what is available.

Add a new document to the list (under Enrolment once more):

Select document as required.
Note columns can be re-sorted by clicking headings.
You can select Accommodation to send a document to a specific family.

Note: All cancelled records are ignored when merging.
If a document is sent to say "Cancelled Accommodation", then the document header should select the 'cancelled' family and 'cancellations'.
Mrs Able is cancelled and a document is required:

Select Mrs Able and tick 'cancellations' (without ticking cancellations, Mrs Able's data will not merge!)

Enrolment documents are split into 3 categories:
1. General - general documentation
2. Official - visa/passport etc
3. Financial - proforma/invoices etc

Before Passport/Visas can be added (scanned or pasted) into Class, Master Official templates need to be created.

A single master document is required for the passport/Visa, if the document is to be scanned/pasted. The scan/paste system "appends" to anything already existing in the document, thus allowing a single document to include all necessary pages.

If document is to be viewed on the screen, highlight the document and select View Doc. (Alternatively, double-click the document).
The document will be merged and displayed, and the document can now be edited.

The document can now be printed, faxed or emailed. To fax or email it is best to save the document (complete with editing) and then select Send Doc. The system will display:

Answer yes and the system will send via the "agents (student/accommodation etc)" preferred options.

An option is then provided to allow the document not to be treated as processed. It is possible that the document has been viewed and edited, but the sending is to be done by the document batch process.

Agent options - in this example, 'printer' is the preferred method of sending:

You can change any of the below options, for eg. a typical use is to change the "Send By" box to email or printer.

If documents are to be sent via the Batch option, leave the document unprocessed.

Select the Batch option maybe once a day (see Documents - Batch Emailing & Printing ):