Generate contract from student record

It would be great if there was a Generate Button on the individual. So when you assign the contract, you can just click on Generate. It's more time efficience. You skip a bunch of steps.

  • Marisa Phirangee
  • Feb 22 2021
  • Implemented
Blackbaud Enrollment Management / Contracts
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  • Austin Ewachiw commented
    18 Nov 17:44

    This is fantastic! I am sharing with my finance team immediately!

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  • Bryan Lorenzo commented
    12 Nov 20:18

    Love it!

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  • Kirstin McDonald commented
    12 Nov 18:42

    Wahoo!!

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  • Admin
    Kelsey Huijgen commented
    12 Nov 16:31

    Hi all - this feature is now available! When you go to a student's contract tab, you'll see a Generate button next to the edit/delete icons for any contract that's eligible to be generated for that student.

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  • Ossy Goldenberg commented
    June 24, 2022 15:29

    Great for "one off " contracts

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  • Priscilla Lopez commented
    June 19, 2021 03:49

    This makes sense. Being able to generate a contract as soon as it's assigned from the Candidates profile makes sense.

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