Add

Add a document to the list by clicking on Documents WITHIN Enrolment > Enrolment/Passport > Documents:

Select your document as required.
Note that columns can be sorted by clicking headings.
Select "Accommodation" to send a document to a specific family (see example below)

Note: All Cancelled Records are ignored when merging. If a document is to be sent to say "Cancelled" accommodation, then the document header should select the 'cancelled' family & 'cancellations' (see example below)

Mrs Able is cancelled and a document is required.
Make sure to tick "Include Cancellations", otherwise Mrs Able's name would not appear in the drop-down, and her data will not merge.

Enrolment documents are split into 3 categories:

General is for your general documentation
Official is for visa/passport documentation
Financial is for proformas/invoices

Before visas and passports 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 the document is to be viewed on the screen, highlight the document and select "View Doc" (or alternatively, double-click the document).
The document will be merged and displayed, and the document can then 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 ask you:

Answer "Yes" and the system will send via the "Agents (Student/Accommodation etc) preferred options.

An option is provided to allow the documents 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.

Under the actual agent, you can select options, in this example "Send By" printer.

Select "Header Options":

You can change any of the above options. A typical use is to change the "Send By" to e-mail.

Send All
This option will send all unprinted documents in the list.
If documents are to be send via the Batch option, leave the document unprocessed.
Select the Batch option, say, once a day (see help on Batch Processing)