Student document templates help you create consistent, professional documents for your students. You can design templates once and reuse them whenever you need to print, save, or send student information. This guide walks you through creating templates and generating documents for individual students.
Creating a student document template
1. Go to student document templates
Go to Settings.
Select Student doc templates from the left-hand menu.
2. Add a new template
Click + Add a template.
Enter a Template name.
Edit the first paragraph in Section 1.
Add content in the Footer section if needed.
Use clear, reusable wording so the template works for all students.
3. Insert variables
Variables automatically pull information from each student’s profile (e.g., name, ID, address). This helps you personalise documents without manual editing.
Click the Variable list button to view all available variables.
Copy any variable into your template text.
Examples: {student_name}, {student_id}, {address}
Save the template when finished.
Creating a document for a student
1. Generate the document
Select the student you want to create a document for.
Open the Documents tab in the student’s profile.
You’ll see a list of all templates you’ve created.
Click a template to automatically fill it with that student’s details.
2. Save, share, print or send the document
Once generated, you can:
Save it to the student profile
Share it through the student portal.
Print the document
Send it to the student by email or SMS
This helps you share certificates, letters, confirmations, invoices, or other documents quickly.
Tips
Use variables whenever possible to avoid manual edits.
Review your templates occasionally to keep wording and formatting consistent.
Test a template on a sample student before using it widely.
Summary / next steps
Student document templates streamline your documentation process and ensure consistent communication. Once set up, you can generate documents in seconds from any student profile.