Special Programs PowerUp Agenda for 11/14 Utilities and Transfer Envelopes 

Data Utilities How-To/Best Practices for: 

• Replace Fields
• Deactivate/Reactivate Profiles
• Delete Profiles 
• Merge Profiles
• Digital Signature Utility 

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. 

Demonstration of using both features will be provided by a Special Programs Product Owner on the call.