ruth anne marshall training manager 877-359-5492 ext 1243 [email protected]
TRANSCRIPT
SCRIBE:A NEW WAY TO
CREATE FORMS AND LETTERS
Ruth Anne Marshall
Training Manager
877-359-5492 Ext 1243
Overview of Scribe Accessing Scribe Batch letters Convert current Form Letters to Scribe Intro to Designer for Scribe TenMastery Series
What will we cover?
Currently is in addition to Form Letters for most WinTen2 clients
Will eventually replace Form Letters HUD reports will be moved here Can be prompted to add specific information on a
letter that is not a field in the software. Can print one letter or a batch of letters New functions are being added often
OVERVIEW OF SCRIBE
Access Scribe
You can click on Scribe or WinTen2.NET
If you click on Scribe, this screen opens.
If you click on WinTen2.net, this screen opens.
Click on the arrow at the top and the groups “collapse”Click it again, and the groups “expand”
Click on the arrow beside Scribe to open the Scribe Options
If you click on the Batch Print button, you are taken to the same screen you saw when you clicked on Scribe from Ten Central
Highlight the letter you want to print and click OK
Select a different header, footer and signature if you wish.
Filters can also be applied or changed.
Click print and then print preview. Choose how many records to display
.
Type in the number of letters to preview and click submit
Your letter will preview.
At this point you can click to print or click the Xto cancel and change the number of letters to print andselect print rather than preview.
Let’s convert some current Form Letters into Scribe Letters
From the Home screen, click the arrow beside Setup of Scribe.Then click Form Letter Conversion.
You MUST scroll to the right and select a Data Source and Scribe Data Map (always Tenmast Form Letters)
You can select specific letters to Convert or Check All.Click the CONVERT button and let the magic happen!
Converted - LIFE IS GOOD The letter is ready to use in Scribe
Warning- There are Form Letter fields that did not match a Scribe Data field. Did you forget to select a data source before trying to
convert? Add the source and try to convert again.
Not Converted - No Hope Probably a bad letter in WinTen2 also. You will have to
type this one manually.
Explanation of the Results
I tried again and it still gave me a warning Check the converted letters. This one was probably
converted but the data fields need to be repopulated manually before you can run the letter.
No conversion at all Go to designer and build a letter
Explanation of the Results
Edit the Converted Letter
Go back to the home screen and select Designer
Edit the Converted Letter
What do I do? There is nothing here?
Edit the Converted Letter
Edit the Converted Letter
Highlight the letter you need to review and click OK
Edit the Converted Letter
Highlight the letter you need to review and click OK
Edit the Converted Letter
On the top right hand corner,all of the field you can pull onto the report are listed. Just click, drag and drop where you wantit on the letter.
Want to learn how to use Scribe?
Try the TenMastery Series.We will be having Scribe
sessions once a month, every month, this year.
Tuesday mornings, 11:00 - 12:00
Eastern Time Zone
Let’s go to the programfor a real time view.
What Questions Would You Like to Ask?
