Parent Portal Invitation Letter - Custom Form

Below you will find instructions on how to populate the Parent Portal Invitation Letter from Infinite Campus.

• You want to print the letter for the guardian(s) of the student.

• Start by doing a student search (steps 1-3)

• From the Summary tab go to the households section and identify the Guardian (G) (steps 4-6)

  • NOTE: You must know who is marked as the guardian for a future step in the process

Open

Once you have identified the student’s guardian:

• Click on the forms tab, click on new, select Custom Forms (steps 1-3)

Open

Once you select Custom Forms:

• Select the letter titled: Parent Portal Invitation Letter (step 1)

Once you select Parent Portal Invitation Letter you are now in the Custom Form. This is where you will need to know who the guardian is:

• The contact fields below (steps 1 & 2) are selection boxes. From a drop-down list you will select the guardian on file who is receiving the Parent Portal Invitation Letter.

• It is important to note that everyone in the household will display in the drop-down. The guardian is not always listed first. You may have to scroll the list to select the appropriate guardian.

• From the drop-down highlight the appropriate guardian (step 1)

Once you select the guardian the GUID will self populate.

• Select the same guardian to populate the second contact box (step 1)

Once both contact boxes are filled:

• Select Create Form (step 1)

Once you select Create Form the following letter under the forms tab will appear:

• Click Save & Stay (or) Save

  • Save & Stay you can print then close

  • Save you can go back to the forms tab to print later