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Frequently asked questions for IRIS AutoMail

Article ID


Article Name

Frequently asked questions for IRIS AutoMail

Created Date

12th February 2009


IRIS AutoMail


This KB article contains the most Frequently Asked Questions for IRIS AutoMail and may be used as a reference for many AutoMail queries.


  • Editing your template
  • Microsoft Word Help
  • Generating a letter
  • Searching for letters
  • Tax letters
  • Other Editing your template KB IAS-7078 – How do I setup my own custom AutoMail templates? KB IAS-6785 – How can I insert tags into an AutoMail Word template? KB IAS-7032 – What are context types and how do I use them in AutoMail? KB IAS-7330 – How does the Current Accounting period tag work in AutoMail? KB IAS-6734 – What is the source of AutoMail templates and how often are they updated? Microsoft Word KB IAS-6864 – What Microsoft Word skills do I need to use AutoMail? (Basic, intermediate and Advanced) KB IAS-11939 – How can I turn on / off field codes in Microsoft Word? KB IAS-11940 – How do I change the date format in an AutoMail letter? KB IAS-6589 – How do I edit an IRIS date tag to the desired format in AutoMail? For example, Accounts Period end. KB IAS-6702 – How do I save a number figure in a particular format in AutoMail? KB IAS-6703 – How can I add a formula to my template in AutoMail? KB IAS-11962 – How can I stop double line spacing in Microsoft Word 2007? Generating a letter KB IAS-11958 – What does the Missing Tag screen mean in AutoMail? KB IAS-6700 – What does the invalid merge field screen mean in AutoMail? KB IAS-7064 – The font on the generated letter is not the same as the template. KB IAS-6688 – When I generate a letter in AutoMail the sole trader name appears twice KB IAS-11945 – When I generate AutoMail letters the Microsoft Word spell checker does not work< KB IAS-11949 – What does prompt for unknown tags do? KB IAS-11957 – How can I choose the tax year for AutoMail letters? KB IAS-11956 – How can I print Bank Letters in AutoMail? KB IAS-11951 – There is an incompatibility, probably client type to template mismatch Searching for letters KB IAS-11947 – What is the difference between added and actioned? Tax letters KB IAS-11897 – The tax return cover does not detail the payments on account KB IAS-11953 – The tax return shows the payment on account but not claim for reduction KB IAS-11946 – Is it possible to display the amount due on January 31st in a tax letter KB IAS-11961 – Can P11D letters be generated through AutoMail and merge P11D information? Other KB IAS-11896 – How do I produce mailing labels in IRIS using AutoMail? KB IAS-11899 – How do I produce mailing labels in IRIS using Practice Management? KB IAS-7345 – How do I transfer templates from one installation to another?

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