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TenMastery Series Winten 2 webinar

TenMastery Series Winten 2 webinar. Connect to Audio: Dial 877-746-4263 Enter Participant Code 02 11 940# Please mute your phones before the webinar begins to ensure there are no interruptions. DO NOT place your phone on hold during the training. Scribe – The Third Training Session.

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TenMastery Series Winten 2 webinar

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  1. TenMastery SeriesWinten2 webinar Connect to Audio: • Dial 877-746-4263 • Enter Participant Code 02 11 940# • Please mute your phones before the webinar begins to ensure there are no interruptions. • DO NOT place your phone on hold during the training. Scribe – The Third Training Session Tuesday, April 24, 2012

  2. trainer information • Sherry Hosler • Phone: 877-359-5492 x1245Email: shosler@tenmast.com • Connect to Audio • Dial 877-746-4263 • Enter Participant Code 02 11 940#

  3. Upcoming webinar schedule • 4/24– Scribe – The Third Training Session • Instructor – Sherry Hosler • 5/1 – Statements in TAR • Instructor – Ruth Anne Marshall • 5/8 – Retro Rent and Repayment Agreements • Instructor – Gina Weaver • 5/15 – Credit Balances in TAR • Instructor – Melissa Newton • 5/22 – EID and Community Service • Instructor – Mark Huffer • 5/29 – Scribe – The Fourth Training Session • Instructor – Sherry Hosler

  4. Training agenda • Review the February & March Trainings • Review how to add Parameters to Letters • Learn how to add Calculated Fields to Letters • Learn how to create Sub-Reports • Learn how to use a Sub-Report in a Letter • Learn how to convert Form Letters to Scribe Letters • After Training

  5. February & March trainings • We discussed concerns • We went over some new terms • We went over the basic structure of a letter • We went over Batch Printing • We went over Creating a Basic Letter

  6. Let’s go into the programand take a look at parameters, calculated fields and sub-reports

  7. Let’s convert some current Form Letters into Scribe Letters

  8. From the Home screen, click the arrow beside Setup of Scribe. Then click Form Letter Conversion.

  9. You MUST scroll to the right and select a Data Source and Scribe Data Map (always Tenmast Form Letters)

  10. You can select specific letters to Convert or Check All. Click the CONVERT button and let the magic happen!

  11. Explanation of the Results • 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.

  12. 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 

  13. Questions?

  14. What happens after training? • User Conferences • April 17th – 20th, 2012 • Registration Opened October 17, 2012 • Tenmast Forums • Support • 877-359-5492 • Website • www.tenmast.com

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