The August Schools Files Templates feature allows users to set up PDF exports of a combination of user-inputted and platform-stored data onto specific templates. Users will follow the below steps to generate these custom PDF exports.
From the Student Card
From the Student card, select the 'Generate files' button.
Otherwise, navigate to the Files > Templates page.
Click the row for the appropriate file template to use.
Select the 'Generate files' button.
In the pop-up window, select the appropriate file template from the dropdown menu.
A dropdown menu will display two types of PDF fields present on the file template:
The editable fields were designed to allow you enter your own information as appropriate each time you generate the file.
The uneditable fields were designed to pull the relevant information from the student or user record.
Note: The pop-up window when accessing the template from the Files > Templates page will have a 'Subjects' field for you specify for which students the PDF should be generated.
Fill out each editable PDF field.
Select 'Confirm.'
The platform will then generate a PDF export of the file(s).
Click the hyperlink to open the PDF export.
