1. self-paced eLearning series
Creating and Sending Application Letters

2. Creating and Sending Application Letters
During this lesson you will be asked to follow along in your Solana environment and complete a series of exercises.
Please allow approximately 20 minutes to complete the course.
‘Processing Free and Reduced Applications’
was the previous lesson in the series.

3. In This lesson you will learn how to
Create Application Letters
Locate Applications and Send Letters

4. See Creating and Sending POS letters for more information.
Create Application Letters
Application Letters apply to applications processed this year.
Direct Certification and Expiring Grace are POS, not Application Letters,
because they do not belong to a processed application.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
See Creating and Sending POS letters for more information.

5. Create Application Letters
Click Create Letter
and for Select a Letter Type
choose Application.
Browse to >Community>Letters.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

6. Create Application Letters
Give it a Name, Description and Language and you’re ready to create your new letter.
Be sure to Save when finished.
Mouse over the function keys; a popup will describe their purpose.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Insert Merge Code to pull common data from each application.
Put your cursor where you want the data and click the applicable code from the dropdown list.
Type in the contents of your Letter or, if you’ve already got it in electronic format, simply Copy/Paste.

7. Time to exercise! Create your Expiring Grace letter.
Create Application Letters
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Create your Expiring Grace letter.
Helpful Hints!
You can copy/paste if you have an electronic copy.

8. Create Application Letters for processed applications.
Key Takeaways
Create Application Letters for processed applications.
You can copy/paste the body of the letter.
Use the Mail Merge fields to pull data from student records.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Locate Applications and Send Letters

9. Locate Applications and Send Letters
To locate students for sending letters, browse to >Community>Free and Reduced>Applications
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

10. Locate Applications and Send Letters
The default view will display All applications Processed to Date.
And Print Letters.
Then check to select the appropriate records.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
To send letters at the end of each day, select Today. For once a week, choose Week to Date and so on.

11. Locate Applications and Send Letters
Note that only Application letters are displayed.
Select All or New Only (excludes students who have already received the letter you’ve chosen).
And then Process Letters to finish.
One Letter Per Household is the default, there is no need to check it..
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Check the letter you wish to send.

12. Getting Started in Free and Reduced
Locate Applications and Send Letters
The lesson
Getting Started in Free and Reduced
has additional information on Application lookups and Free and Reduced navigation.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed

13. Locate Applications and Send Letters
Time to exercise!
Log into Solana, take a self-guided tour and log out again. Repeat 3 times!
Practice selecting groups of students on the application lookup page.
Helpful Hints!
Use Filter By and the filter criteria to refine your search.

14. Use the Application page to locate your letter’s student group.
Locate Applications and Send Letters
Key Takeaways
Use the Application page to locate your letter’s student group.
Filters will help you refine your search.
Choose New Only to prevent re-sending the letter.
Wrap up the topic
*User Groups have identical rights that are all ON by default
*Rights can be edited for each User Group
*New User Groups can be created as needed
Next up, Topic 3

15. Congratulations, Shakespeare would be Proud.
You can now:
Create your application letters.
Find the student groups to receive the letters.
Send and the letters.

16. is the next lesson in the series.
Thanks again for your time and effort. It’s appreciated!
‘XXXXX’
is the next lesson in the series.