Manage Admissions Literature > Create and Manage Admissions Literature Folders

Use the Marketing tab in the Admissions module to hold all your admissions literature in one place. Admissions documentation is held in folders. You must create a folder before uploading a document to iSAMS. Once uploaded, selected documents can be logged as sent to applicants, see Logging a Sent Prospectus and Sending a Prospectus for more information.

Choose to:

• Create a folder.
• Edit a folder. Ensure that folder properties are kept up to date.
  
• Delete a folder. Remove any obsolete folders, this is a useful housekeeping tool.
• Archive a folder. Use this for folders containing out of date documentation.
• Un-archive a folder. Restore a document folder for use.

Create a Folder

To create a folder for your admissions literature, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Admissions Literature from the right hand menu:
2. Click Create a New Folder.
   A popup window is displayed:
   
3. Enter a clear and concise Folder Name and a Description.
4. Use the Archived field to select the status of the folder. Choose:
   
   • 'Yes' and the folder is archived. Mark a folder as archived if it consists of out of date documents.
   • 'No' and the folder is listed as current.
5. The Portal Settings field is not currently in use.
6. Click Save & Close.
   The folder is listed in the Manage Admissions Literature screen. You can now upload documents to the folder.

Edit a Folder

Ensure that folder properties are kept up to date.

To edit a folder, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Admissions Literature from the right hand menu:
2. Click on the folder that you want to edit to display the User Options section on the screen.
3. Click Edit Folder.
   A popup window is displayed:
   
4. Enter a clear and concise Folder Name and a Description.
5. Use the Archived field to select the status of the folder. Choose:
   
   • 'Yes' and the folder is archived. Mark a folder as archived if it consists of out of date documents.
   • 'No' and the folder is listed as current.
6. The Portal Settings field is not currently in use.
7. Click Save & Close.
   The amended folder is listed in the Manage Admissions Literature screen.

Delete a Folder

Remove any obsolete folders, this is a useful housekeeping tool. You can only delete folders which do not contain documents.

To delete a folder, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Admissions Literature from the right hand menu:
2. Click on the folder that you want to edit to display the User Options section on the screen.
3. Click Delete Folder.
   You are prompted Are you sure you want to delete this folder?
4. Select Yes.

The folder is removed.

Archive a Folder

Archive any folders which contain out of date documents. Archived folders, and the documents they contain, cannot be selected as sent from an applicant record.

To archive a folder, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Admissions Literature from the right hand menu:
2. Click on the folder that you want to edit to display the User Options section on the screen.
3. Click Archive Folder.
   You are prompted Are you sure you want to archive this folder?
4. Select Yes.
   The folder is archived.

Un-Archive a Folder

Restore selected folders from the archive. This is useful if you want to reuse archived documentation to send out to applicants.

To un-archive a folder, follow the steps below:

1. Open the Marketing tab in the Admissions module and select Manage Admissions Literature from the right hand menu:
2. Click on the folder that you want to edit to display the User Options section on the screen.
3. Click Un-Archive Folder.
   You are prompted Are you sure you want to un-archive this folder?
4. Select Yes.
   The folder is un-archived.