Within EnrolNow One you can generate a copy of a child's enrolment record using the Mail Merge function. This is useful for sharing with educators or keeping a printout in the classroom. The document is created from the data held against the child record at the time it's generated, so it's a composite of what the family submitted and what the service has updated over time.
Follow the interactive step-by-step guide below to generate and download an enrolment record:
To change what's included on the printed record or how it's laid out, see Editing a Mail Merge Template.
Prefer written steps? Click here for the text-only version
- Go to the Children module.
- Open the This Year – Enrolled view (or another view listing the children you need).
- Select all children using the select-all checkbox, or tick the individual children you want.
- Open the Actions menu and click Mail Merge.
- Select your enrolment form template (for example, Enrolment Form), then click Merge.
- Tick Review merged documents before initiating document generation, then click Download and choose All Records.
- Click View Log to open the merge report.
- Refresh the merge report until the merge has finished.
- Open the record's actions menu and click Download merged document to save the file.
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