AutoMail Template and Letter FAQ's

This topic lists other Frequently Asked Questions for IRIS AutoMail.

Editing your template

Microsoft Word Help

Generating a letter

Searching for letters

Tax letters

Other

 


 

Editing your template

How do I setup my own custom AutoMail templates?

How can I insert tags into an AutoMail Word template?

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

How does the Current Accounting period tag work in AutoMail?

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

 

Microsoft Word

What Microsoft Word skills do I need to use AutoMail? (Basic, intermediate and Advanced)

How can I turn on/off field codes in Microsoft Word?

How do I change the date format in an AutoMail letter?

How do I edit an IRIS date tag to the desired format in AutoMail?

How do I save a number figure in a particular format in AutoMail?

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

How can I stop double line spacing in Microsoft Word 2007?

 

Generating a letter

What does the Missing Tag screen mean in AutoMail?

What does the invalid merge field screen mean in AutoMail?

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

When I generate a letter in AutoMail the sole trader name appears twice

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

What does prompt for unknown tags do?

How can I choose the tax year for AutoMail letters?

How can I print Bank Letters in AutoMail?

There is an incompatibility, probably client type to template mismatch

 

Searching for letters

What is the difference between added and actioned?

 

Tax letters

The tax return cover does not detail the payments on account

The tax return shows the payment on account but not claim for reduction

Is it possible to display the amount due on January 31st in a tax letter?

Can P11D letters be generated through AutoMail and merge P11D information?

 

Other

How do I produce mailing labels in IRIS using AutoMail?

How do I produce mailing labels in IRIS using Practice Management?

How do I transfer templates from one installation to another?

 

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