Enterprise denial letters

Enterprise staff can create templates to let families know that they have not been awarded Financial Aid. In order to access Enterprise denial letters, you need to select All Schools from the available Schools drop down in Blackbaud Financial Aid Management. From Awards, select Letter Templates then Denial Letter Templates. You will be able to create new Denial letters templates from here and view previously created ones.

Upload a logo for use on templates. Supported file types include ,png and .jpeg.

  1. Select Upload School Logo.

  2. Select Browse Image. Then select a file from your local computer.

  3. Select Save.

    Tip: To delete the logo, select Delete school logo and then Yes, delete it! to confirm the deletion.

Create a template for use in a mail merge for denial letters. You can use the Schools List merge field to add all applicable school names to an award letter for each student.

  1. Select Create New Denial Letter Template.

  2. Enter Template name and Subject that clearly describe the letter's purpose and use.

  3. Enter the content of the letter.

    • To add a merge field, select a field name from the left column. Drag and drop the field into the desired location in the letter.

    • Format the letter with headings (H1, H2, H3), text effects (bold, italics, underline), and lists (ordered/numbered, unordered/bulleted).

    • To start over, select Clear.

      Tip: Clear does not clear out the template entirely. It simply brings back the default template settings.

  4. Select Save.

Update an existing template for use with future letters.

  1. Select Available Denial Letter Templates and choose a template.

  2. Select Edit and enter your changes.

  3. Then select Save.

Remove a template that has never been used.

  1. Select Available Denial Letter Templates and choose a template.

  2. Select Delete and confirm the change.

Use a letter template to run a mail merge to communicate with families in bulk. When sending out Enterprise level denial letters, you can send out one letter to each student with all of the applicable schools listed.

  1. Select Available Denial Letter Templates and choose a template.

  2. Select Run Letters.

  3. Select one or more budgets. Families in the budget will receive letters generated by this process based on the awards associated with it.

  4. By default Send denial letter is set to Now. To schedule the letter to send at a later date, select Schedule, then select a schedule date.

  5. Update letter history is enabled by default. This saves a copy of the letter on the family's Main Family Page accessed by selecting Families, Manage Families, then the family name.

  6. Select the students that should receive the letter.

    Note: In the Student grid, students will appear on one row with all their school awards listed in a Schools column.

  7. Select Preview and view the merged letters.

  8. Select Send to confirm and send the letters. A copy of each letter is saved to the student's record.

Once you have sent out your Enterprise Denial letters, you can view them in the Denial Letter History under Awards > Letter Templates. Select the view icon for a .PDF version of the letter. You can also see the following information for each letter:

  • Run date

  • Delivery date

  • Template name

  • Delivered Electronically or printed

  • Number of letters included