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Paperless Referral documentation

Tammy Hall Mar 15, 2018 07:29AM PDT

Since we are working on going paperless with referrals, is there a way that the staff member who submitted the referral can receive a copy of the completed referral via email? Our staff members have always received a copy of their completed referral for their records and printing out the completed referral seems to go against the "paperless" system.

1 Community Answers

Best Answer
Katie Schulz Mar 15, 2018 08:12AM PDT

There isn’t a way to send the referral directly from SWIS at this time. You can, however, save the referral from SWIS and send as an email attachment. To save a referral from SWIS, you will want to locate the referral either in Find Referral or the Student Dashboard and click on the Print button. Under your printer options you might find that you have an option to Save as PDF, rather than print a paper copy. If you do not see that option, you will want to contact your IT person to set something up for you. Once it’s been saved, it can be sent as an email attachment.

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