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Why is the mail merge toolbar greyed out when creating AutoMail Template?

Article ID
ias-11941
Article Name
Why is the mail merge toolbar greyed out when creating AutoMail Template?
Created Date
29th April 2015
Product
IRIS AutoMail
Problem
I am trying to insert a tag into an AutoMail template. I have ticked the tag I want to use in the Tag Selection Screen and when I maximise the Word document the 'Merge Field Button' is greyed out. How can I insert my tag?
Resolution
To be able to enter tags to the Word document, you would need to click on the Refresh button in the Tag selection screen. To do this follow these steps:
  • Log on to IRIS AutoMail from IRIS Main Menu
  • The letter request Browser will be displayed. Click on the Templates button.
  • The AutoMail – Letter Template Maintenance Screen will be displayed. Highlight the template that you would like to change and click on the Edit button.
  • The Word Template will be displayed.
  • Minimise the Word document, to display the ‘Tag Selection Screen’. Click on the Refresh button.
  • Maximise the Word document, the ‘Insert Merge Field’ buttons will be available. Related Articles KB IAS-7078 : How do I setup my own custom AutoMail templates? KB IAS-6864 : What Microsoft Word skills may I need to edit AutoMail templates

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