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Where and which dates should be used for units and certificates?

Sunday, Feb 24, 2019 by Scott Spence Course Date, Document, Module, Date, Certificate, PDF

By default the start and end dates on a course date are used when reporting AVETMISS data. These are then overridden by the Document Topic Form (it is not possible to put dates on the document) if there are valid dates on those forms. If these fields exist on the document topics form, the first valid date on each of these fields is used in the order document topic form then course date, eg if Activity Start Date on the Document Topic Form has a valid value it is used.

Variable short codes for Document Topic Summary

Saturday, Feb 9, 2019 by Scott Spence Email, PDF, Variable, ShortCodes

Short codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs The following shows the different short codes, their name, a sample of the output and a description. If you spot any inconstancies or you notice there is more than what is listed here please let us know!

Variable short codes for Price Details

Tuesday, Jan 23, 2018 by Scott Spence Email, PDF, Variable, Price

Short codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs Pricing Details can be used on emails and in PDFs, but are also used when displaying the information on public pages and pages within Wordpress. The Pricing Detail fields rely on a few records to be in place:

Variable short codes for Course Dates

Friday, Jan 12, 2018 by Scott Spence Email, PDF, Variable

Short codes are used when creating emails and PDFs, to include variables so that your emails are contextualised for the course, venue etc that the customer is attending. See Variable short codes for use in Emails and PDFs The following is a table displaying the different short codes, their name, a description and the license that they apply to. This is a lot to maintain - if you spot any inconstancies or you notice there is more than what is listed here please let us know!

Variable short codes for use in Emails and PDFs

Friday, Jan 12, 2018 by Scott Spence Email, PDF, Variable

All short codes can be used in emails and PDFs to generate customised content. A limited set of these codes can be used in the payment pages of a payment method. Short codes use words to describe the field enclosed within square brackets eg [Venues:VenueDisplayLocationName]. Some of the short code names are obvious others are not to obvious or slight different to the expected name, due to field name changes or standardization (short codes lag behind any changes due to them being on static content).

Digital signing of Certificates

Saturday, Jul 16, 2016 by Scott Spence Digital Signature, Certificate, PDF

Sending students PDF certificates (Statement of attainments or qualifications) can be a huge cost and logistic saving over paper based and postal delivery. These can be automatically delivered to students via email upon completion of the course. The Australian Standards and Qualification Authority (ASQA) recommend regarding the use of digital signatures: Regarding the digital signature, this is a feature available within Adobe Acrobat Pro, and many other applications with various features and costs; and

Setup Invoicing

Monday, Jul 20, 2015 by Scott Spence Invoice, PDF, Payment Method

You will need to set up the following: Tax Rules (associated to the Course Masters) Payment Group (included on the Document Forms) and associated Payment Methods Agreed price, CourseSales.com internal type (incluced on the document forms) PDF template (if you are sending template invoices) Benefits of invoicing from CourseSales.com Immediacy of the invoice means that payment may be received more quickly

Links, What they are and how they work

Tuesday, Jun 16, 2015 by Scott Spence Link, Table Link, Course Master, Course Date, Login, Email, PDF

In CourseSales.com some records can be linked, for example People can be linked to a course master, so that emails come from or get sent to those people who have the specified role. PDFs can be linked to emails so that the PDF is attached to the email when it is sent to the recipient. Linking is a non-permanent way to relate one aspect of CourseSales.com to another. Links are infact the only think that you can ‘remove’ or ‘delete’ from CourseSales.

Create Certificates

Wednesday, Nov 26, 2014 by Scott Spence PDF, Certificate, Email

You an create certificates, or testamur, by creating a content of the type ‘PDF’ you have access to variables and can incorporate images for signatures etc. Print certificates generated from process steps PDF Certificates can be emailed External reference number allows referencing back to training organisation database Incorporating QR codes TIP When testing that your PDF certificates look as you expect, rather than sending lots of emails you might want to know How do I download a PDF generated from a PDF template?

Download a PDF generated from a PDF template

Saturday, Sep 20, 2014 by Scott Spence PDF, Download, Process Step

Generated PDF files using variable replacements must be attached to emails. However these PDF files can also be downloaded for immediate viewing, without the email being sent. Assuming that a PDF template is linked to an email do the following: While editing a document select the Process Step that includes the email with the PDF attached. Optionally choose as to whether you want to “send eMails”, then Apply or Save Click on the Workflow history button to get the Status (by Process Step) to have been applied to the document: Click the View Details button for the Status (Process Step) that includes the PDF, to view the Status Preview popup: Click on the Acrobat button to download the PDF file.

Include variables in emails and PDFs

Sunday, Aug 17, 2014 by Scott Spence Email, PDF, Variable

Similar to a mail merge you can address emails and PDF files to those included on documents. Within email or PDF templates the variables appear within square brackets eg. [Documents:DocumentContent46] or [CourseDates:PriceCurrent] When editing an email you can access fields from two places, the HTML edit menus have the Field Picker and to the right there is a Fields button that opens a popup. The Field Picker allows selection of general topics and then specific fields, for one-off insertion.

Add an Email and attach a PDF

Tuesday, Aug 5, 2014 by Scott Spence Add, Email, PDF

Create an email by visiting Publish>Content>Add - then select ‘email’ as the content type. This will show two content fields, Subject and Body. Edit the content and include the necessary information as required To send the email template add this to a process rule - where you will specify which role to send the email to and which role to send it from. You may also wish to include images in the email, include files and attach a PDF to the email.

Tips to make awesome PDFs

Tuesday, Aug 5, 2014 by Scott Spence PDF, Design, Email

You can use the HTML editor to create templates that can then be converted to PDF. Not all your best efforts immediately transfer to a masterpiece in PDF however. When designing PDF templates keep in mind that the conversation from HTML to PDF by the TC PDF generator needs basic HTML. You will need some basic HTML coding experience as you are unlikely to be able to create robust PDF templates without editing the HTML code directly.

Use the files (images) stored in CourseSales.com in course descriptions, in PDFs or emails

Tuesday, Jul 22, 2014 by Scott Spence FAQ, File, Email, PDF, Content, Course Description

You can upload files to CourseSales.com, this could include images that might be useful when describing courses. These files can be used as embedded images in: Course descriptions PDFs (created dynamically when sending emails) Emails Content for extranet forms, process step forms or document forms Topic descriptions Venue descriptions Promotional descriptions It can also be files to download eg.

Add references to your emails or PDFs

Saturday, Apr 26, 2014 by Scott Spence Course Date, Document, Course Date ID, Document ID, Email, PDF

Add document references to your emails or PDFs. You can use the unique identifier for course dates and documents (enquiries/registrations) as a way to keep track of someone’s registration. To do this we recommend that you put the following at the bottom of your emails: Course reference: [CourseDates:CourseDateId] our reference is: [Documents:DocumentExternalId] Hint: beta feature - use with caution to include the name of the email template (for troubleshooting purposes) use this: [Email:TemplateName], hide as white text if you wish to have this on emails but not to be noticed:

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