How to Mass Create Truancy Letters and Documents

Use the Truancy Center to create letters and documents for multiple students in one batch. After generating the documents, you can download them for printing, save them as individual files, or email them to parents.

Before you begin: Each batch can use only one document template and one school/location. All students in the batch must have the same school/location in simpldiscipline.

1. Open mass document creation

Navigate to the truancy task list and select Mass create documents.

Mass create documents option on the truancy task list

2. Select the students

Checkboxes will appear beside the students on the page. Select the students who need a letter or document, then click Create selected.

Tip: Filter the list by truancy level and/or school to group students. To display all matching students, choose All under Entries per page before selecting students.

Student selection checkboxes and Create selected button

3. Choose the template and school/location

Select the document template you want to use, then choose the school/location. The selected location determines the school logo and information displayed on the letters. Use a separate batch for each template or school/location.

Document template and school/location selection

4. Complete the required fields

If the template includes fields that must be completed during creation, enter the requested information in the next dialog box.

Required document fields

5. Copy details to other students, if needed

To reuse your responses, click Copy these details to all remaining students. You can still review and customize the information for each student. Once all required information is complete, select Review documents.

Copy these details to all remaining students button

6. Review and generate the documents

Review your entries for accuracy. When everything is correct, click Generate all documents.

Document review and Generate all documents button

7. Download, print, or email the documents

After the documents are generated, choose one of the following options:

  • Download/print all: Downloads all generated letters as one PDF file for batch printing.
  • Download individual files: Downloads a ZIP file containing each letter as a separate PDF. Use this option to store or upload the files, or send them through another notification system.
  • Mass Notify: Emails the letters to parents in bulk.

Download, print, and Mass Notify options

Files