Ruth Anne Marshall Training Manager 877-359-5492 Ext 1243 [email protected].

SCRIBE:A NEW WAY TO

CREATE FORMS AND LETTERS

Ruth Anne Marshall

Training Manager

877-359-5492 Ext 1243

[email protected]

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

Check

www.Tenmast.com

for the monthly schedule

Let’s go to the programfor a real time view.

What Questions Would You Like to Ask?

Ruth Anne Marshall

Training Manager

877-359-5492 ext 1243

[email protected]