I am looking forward to next week's PowerUp for using the Utilities feature and Transfer Envelopes. I plan to spend most of the call using a training sandbox to review the Utilities features to provide a real time demonstration. I will have a content slide deck that corresponds with the demo with more information as well. Hope to see you there!
The agenda is as follows:
- Using the Utilities feature
- Replace Data in Multiple Profiles
- Deactivate/Reactivate Profiles
- Student Archive
- Delete Profiles
- Merge Duplicate Profiles
- Digital Signature Utility
- Create Documents and Workflows in Bulk
- Transfer Envelope Utility
- Setting up Privilege Set for Staff using the Transfer Utility
- Setting up Profile sections and Document Template Options for Transfer Envelopes
- How to send/receive a Student Transfer envelope.