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IRIS AutoMail Knowledge Base

57 articles

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IRIS AutoMail

Frequently asked questions for IRIS AutoMail

Editing your template Microsoft Word Help Generating a letter Searching for letters Tax letters Other Editing your template KB IAS-7078…

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IRIS AutoMail

How can I transfer AutoMail templates from one installation of IRIS to another?

Introduction This KB article will explain how to transfer an AutoMail template from one installation to another. For the purposes…

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IRIS AutoMail

How does the Current Accounting period tag work in AutoMail?

Contents Overview of 'Current Accounting period' tag. How to create your template Current Accounting Period Tag The current accounting tag…

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IRIS AutoMail

How do I insert an Address to my AutoMail template?

Contents Introduction Inserting the address details into the template Introduction Addresses are entered on the Client Maintenance Screen to display…

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IRIS AutoMail

The font on the generated letter is not the same as the template

To ensure the font is the same on both template and generated letter you will need to amend your 'normal'…

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IRIS AutoMail

What are context types and how do I use them in AutoMail?

Contents Introduction Context types available Create a template and set your context types How to change the context type of…

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IRIS AutoMail

What context types are available in AutoMail?

On every AutoMail template, there is a property which will determine the "context type" being used by the letter. The…

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IRIS AutoMail

What Microsoft Word skills do I need to edit AutoMail templates?

IRIS AutoMail uses the interface of Microsoft Word to generate correspondence. To create your own Bespoke AutoMail templates you will…

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IRIS AutoMail

What is the source of AutoMail templates and how often are they updated?

The templates that IRIS Auto Mail contains are examples, provided as a start point and to demonstrate how the package…

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IRIS AutoMail

How can I add a formula to my template in AutoMail?

To add figures in an AutoMail document a formula needs to be used. This dictates which two figures need to…