In this step-by-step video, you’ll discover how to manage and customise templates in TEAMS, ensuring all communication is accurate, professional, and compliant with your college’s standards.
You’ll learn how to:
- Locate and download the Master Offer Letter Template from the Report Templates screen
- Understand and edit merge fields, tables, and bookmarks correctly
- Customise templates to create different versions — e.g. Conditional, Formal, or Welcome Offer Letters
- Upload and link customised templates to specific campuses for easy access
- Generate Word and PDF Offer Letters from the Application or Student Dashboard
- Use Email Templates to send Offer Letters directly from TEAMS
- Set up SMS Templates for short marketing or notification messages
- Create and manage Agent Contract Templates for use in the Agent Portal
IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.
