Knowledge Base Articles

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3027 articles

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What Is the ‘Other identification’ field for?

The field' Other Identification' field was brought in for money laundering purposes, and is designed as a place for a person's Passport number or Driving…

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What do the Task browser text styles signify?

The Task Browser text styles are as follows: Bold - The user's unread Tasks. These are tasks that are assigned to the user but have…

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Data Mining search for Latest registered APE (Accounts Period End)

Open the IRIS Main Menu and click on IRIS Practice Management The 'Staff control panel' will be displayed Go to Launch | Data Mining Click…

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How is AutoMail affected by a Data Centre licence?

What is Data Centre Agent details and AutoMail How does AutoMail use Data Centre Technical information What is Data Centre A Data Centre is an…

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When I generate AutoMail letters the Microsoft Word spell checker does not work

Field codes Turn on Microsoft Word spell checker. Language settings Field Codes Microsoft Word uses field codes as a way of formatting text and adding…

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

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…

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No IRIS modules open up on workstation after move or upgrade

This problem is usually caused by the settings withinin Internet Options. The following steps may help to resolve the problem. Restart the Windows 7 workstation…

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How can I turn on field codes in Microsoft Word?

Displaying field codes allows you to see all the formatting in AutoMail and Fees templates. Click into the Word Document Hold the Alt key on…

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How do I change the Date format in an Automail letter?

To change the format of the date: Log on to IRIS AutoMail from the IRIS Main Menu The letter request Browser will be displayed. Click…

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Bespoke AutoMail templates

IRIS Support Assistance With Bespoke IRIS AutoMail Templates The IRIS support team are not Microsoft Word experts and cannot provide support, advice or maintenance services…