1FA19-W1000

Letter Generation Using MS Word for Financial Aid

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Introduction

• Using MS Word to create your letters

• Attendees should be able to create letters using MS Word

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Topics of Discussion

• Setup letters in Banner

• Creating merge file in Banner

• Merging letters in MS Word

• Tracking Letter

• Award Letter

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Setup in Banner

• Define the letter -- GTVLETR

• Define the paragraph -- GTVPARA

• Tie the letter to the paragraph -- GUALETR

• Setup variables in the paragraph -- GUAPARA

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Creating the Merge File

• Identify population -- GLBDATA or Pending letters

• Extract variable information -- GLBLSEL

• Create merge file -- GLRLETR

• FTP to PC

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Identify Population

• Population Selection– GLBDATA– Manual Population Selection

• Pending letters

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Extract Variable Information

• GLBLSEL– No changes

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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

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FTP to PC

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

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Working In MS Word

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Select Tools - then Mail Merge

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The Award Letter

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Summary

• Setup letters in Banner

• Creating merge file in Banner

• Merging letters in MS Word

• Tracking Letter

• Award Letter

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Questions and

Answers

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