Generating offer letters and other letters

In this lesson, you will learn how to generate an Offer Letter in TEAMS and why it is an important part of the admissions process.

By the end of this lesson, you will understand:

• what an Offer Letter is used for in TEAMS
• why generating an Offer Letter is an important step in the admissions process
• which dashboards can be used to generate an Offer Letter, including the Applicant Dashboard, Application Dashboard, and Student Dashboard
• how to select the application or applications for which the Offer Letter should be generated
• that TEAMS allows users to select one or multiple applications at the same time
• how to choose the relevant Offer Letter template
• how to generate the document after selecting the template
• how to download the generated document
• how to send the Offer Letter by email to the student or agent directly from within TEAMS
• that the Offer Letter can be downloaded in both PDF and Word format
• that TEAMS allows Offer Letters to be created even when the application is still pending
• that TEAMS also allows Offer Letters to be created after the application has already been converted
• how this flexible workflow helps colleges manage Offer Letters efficiently across different stages of the student lifecycle
• why this process supports a more professional and streamlined admissions workflow in TEAMS

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.