Via Actions > Merge Trainings you can send an e-mail or generate a PDF document based on various filter criteria. Some of these filters are discussed below.
Filters
- Users from portal: This determines from which portal you want to retrieve users. You can choose users from your own portal or from friend portals.
- Training: This determines based on which training you want to retrieve data.
- Sort order: This determines the order in which the results are displayed.
- Session: This determines based on which session you want to retrieve data.
- Printed: This option allows you to retrieve users who have not yet (or have already) been e-mailed or for whom a PDF has not yet (or has already) been generated. You choose the status 'Printed' to retrieve users who have already received an e-mail or for whom a PDF has already been generated, and you choose the status 'Not printed' when this is not yet the case.
- With template: This filter works together with the 'Printed' filter: With this filter you retrieve the users you have already e-mailed or for whom a PDF was previously created, with that specific template.
- Status: This determines which training status is included.
Selecting users and choosing a method
After setting the desired filters, you can select the users and choose a method:
For each method, a pre-configured mail template is used. For more information about how to create a mail template, see Templates.
- E-mail: This option is used to send an e-mail to the selected users
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E-mail with template attachment: This option is used to send an e-mail to the selected users, with a template as attachment.
Note: Only certificate templates can be chosen as template attachment. This is therefore not a suitable option for every mailing. - E-mail with document attachment: This option is used to send an e-mail to the selected users, with a document as attachment. You can upload a maximum of three files as attachment.
- PDF: This option is used to generate a PDF. This is the only option where no e-mail is sent.