Editing Reminder template content

 

 

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It is advisable to check and edit the reminders as necessary before they are generated. The steps below explain how to modify/check the reminders wording/formatting.

 

·From the Reminder selection box, click the desired reminder type for editing from the drop down menu. In this tutorial, Individual Reminders are being used.

 

 

 

 

·Select a Reminder from the list and click Edit to amend an existing one. If creating a new one, simply click New instead. In this example, an existing Reminder is being edited.

 

 

 

·The reminder editing screen will appear where 3 tabs are present each of which offer different functions.

 

The Reminder tab is where the text appears in the reminder and images (such as the school logo) can be added. There are basic text editing functions available such as being able to change the font type, colour, altering the background colour, adding images to the reminder and being able to use the merge field ability. For more information adding merge fields, see the dedicated topic, here.

 

 

 

The Grid tab controls the fields that appear in the table of a reminder when it is generated. For more information on editing the grid click here.

 

 

The Options tab contain the settings for the reminder orientation and allows control whether the reminder is sent to the student or Guardian and by using which method.

 

 

·When the changes have been made, click OK to save them.

 

 

These instructions apply to both Group and Individual Reminders.

 

 

 

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