1 FA19-W1000 Letter Generation Using MS Word for Financial Aid

2 Introduction Using MS Word to create your letters Attendees should be able to create letters using MS Word

3 Topics of Discussion Setup letters in Banner Creating merge file in Banner Merging letters in MS Word Tracking Letter Award Letter

4 Setup in Banner Define the letter -- GTVLETR Define the paragraph -- GTVPARA Tie the letter to the paragraph -- GUALETR Setup variables in the paragraph -- GUAPARA

5 Creating the Merge File Identify population -- GLBDATA or Pending letters Extract variable information -- GLBLSEL Create merge file -- GLRLETR FTP to PC

6 Identify Population Population Selection –GLBDATA –Manual Population Selection Pending letters

7 Extract Variable Information GLBLSEL –No changes

8 Create Merge File GLRLETR –Change parameter to create MS Word merge file Creates file named XXXX.doc –Where XXXX = Letter code as defined on GTVLETR

9 FTP to PC FTP file XXXX.doc to PC –Use ASCII format

10 Working In MS Word FA19- 10

11 Select Tools - then Mail Merge

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21 The Award Letter FA19- 21

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24 Summary Setup letters in Banner Creating merge file in Banner Merging letters in MS Word Tracking Letter Award Letter

25 Questions and Answers FA19- 25