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RIO Ready: Transcript Generation Functionality

Get a head start with our templates for generating a Transcript.

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What's included:


Button (Action):

  1. A custom button “Generate Transcript” is available at the Program Enrollment‍ object. 
  2. This button will initiate the RIO Docs (S-Docs) process to generate the transcript.


Transcript Template:

  1. Customize by changing the images and static text. 
  2. When the transcript generation is initiated, the process will automatically merge values into the template and attach the final version against the Files related list of the Program Enrollment‍ record.


To set this up, you can follow the steps here.


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