Add a Discipline Form Letter
In Illuminate Student Information you have the ability to attach your own customized form letter using our form letter setup tool. If you’ve already used our layout tool with attendance letters, elementary report cards, and/or custom report form letters, this tool will be familiar to you. This lesson will walk you through how to add your own customized form letter to use for students with any discipline history.
Where to Start
1. Click Discipline.
2. Under General, click Manage Form Letters.
Add and a Form Letter
Click New Form Letter.
Enter Form Letter Information
1. Enter a Name for your letter. The red asterisk (*) next to Name indicates this field is required.
2. You may add an optional Description.
3. Click Save.
Edit Layout
A green bar will tell you your overlay has been successfully updated, meaning your letter has been added as an overlay for other text or data that will be included in your letter.
Click on Layout to set up how data will map to different areas of your letter.
1. On the left, click any pre-defined field (a.k.a. block).
2. Drag the block (holding your click on your mouse down) to where you want the information to appear on your letter.
3. Release your mouse click when the field is in the spot you want.
Note: If you see an error message instead of the layout, it means you uploaded a non-pdf file. See the "Discipline FAQ" lesson for support.
Adjust the block to fit within your print area by placing your mouse over the lower-right corner of the block, clicking, and dragging/dropping the block's boundary's out or in before releasing your mouse click.
1. Click on the Formatting Palette icon to change font styles and alignment of your text in a single block or multiple blocks. To select a block(s), bring your mouse outside of a block(s), then click and drag over the block(s). The block(s) will highlight in yellow as you do this.
2. Once you release your mouse, the selected block(s) will turn green like the example above.
3. To remove a block, select a block and click Delete.
The block alignment tools allows you to align multiple blocks for uniformity.
1. You can left, center, or right align the blocks.
2. You can top, center, bottom align the blocks.
3. You can adjust the height or width of the blocks. The tool will default to adjust to the tallest/widest block. If you hold your shift key as you click on the specific block alignment icon, the tool will adjust to the shortest/most narrow block.
When you're finished adding and formatting data blocks, click Save.
A Success message will tell you your pdf has been saved. Click OK.
Next Steps
See the "Print a Discipline Form Letter" lesson for help printing your letter, or the "Discipline FAQ" lesson for answers to common questions. Also, see the 'Mail Merge' lesson for a generic approach to mail merging.