Scribe – The Third Training Session Tuesday, April 24, 2012 Connect to Audio: Dial 877-746-4263 Enter Participant Code 02 11 940# Please mute your phones.

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Presentation transcript:

Scribe – The Third Training Session Tuesday, April 24, 2012 Connect to Audio: Dial Enter Participant Code # Please mute your phones before the webinar begins to ensure there are no interruptions. DO NOT place your phone on hold during the training.

 Sherry Hosler  Phone: x  Connect to Audio  Dial  Enter Participant Code #

 4/24– Scribe – The Third Training Session  Instructor – Sherry Hosler  5/1 – Statements in TAR  Instructor – Ruth Anne Marshall  5/8 – Retro Rent and Repayment Agreements  Instructor – Gina Weaver  5/15 – Credit Balances in TAR  Instructor – Melissa Newton  5/22 – EID and Community Service  Instructor – Mark Huffer  5/29 – Scribe – The Fourth Training Session  Instructor – Sherry Hosler

 Review the February & March Trainings  Review how to add Parameters to Letters  Learn how to add Calculated Fields to Letters  Learn how to create Sub-Reports  Learn how to use a Sub-Report in a Letter  Learn how to convert Form Letters to Scribe Letters  After Training

1) We discussed concerns 2) We went over some new terms 3) We went over the basic structure of a letter 4) We went over Batch Printing 5) We went over Creating a Basic Letter

From the Home screen, click the arrow beside Setup of Scribe. Then click Form Letter Conversion.

You MUST scroll to the right and select a Data Source and Scribe Data Map (always Tenmast Form Letters)

You can select specific letters to Convert or Check All. Click the CONVERT button and let the magic happen!

 Converted - LIFE IS GOOD  The letter is ready to use in Scribe  Warning- There are Form Letter fields that did not match a Scribe Data field.  Did you forget to select a data source before trying to convert?  Add the source and try to convert again.  Not Converted - No Hope   Probably a bad letter in WinTen2 also. You will have to type this one manually.

 I tried again and it still gave me a warning  Check the converted letters. This one was probably converted but the data fields need to be repopulated manually before you can run the letter.  No conversion at all  Go to designer and build a letter

 Support   Website   User Conferences  April 17 th – 20 th, 2012  Registration Opened October 17, 2012  Tenmast Forums