Streamlining Template Creation with Default Approval Workflows

When working with EdSmart, creating templates for Parent Slips or Broadcasts can be a frequent task. However, if your school's approval workflows remain consistent across most templates, there's a more efficient way to handle this process. By setting up Default Templates with your school's standard approval workflows, you can expedite the creation of new templates and ensure consistency across your communication channels.

Setting up Default Parent Slip Template:

1. Begin by creating a Default Parent Slip Template

   1. Form Templates

   2. Add New

   3. Parent/Student Slip template

   4. Add the Template Name: Default Parent Slip Template

   5. Add the Template Description

   6. Category: None. This is to ensure your template appears at the top and is easy for Template Designers to use.

2. Within this template, configure the approval workflow according to your school's requirements.