Tutorial for advanced users

Introduction

This tutorial is aimed at experienced AutoMail users. Using the same structure as the beginners help, this topic goes through editing and generating the tax return cover letter with some advanced ideas.

Organising folders

• Explains how to setup and organise your folders in the system maintenance screen

Using context types

• Lists the different context types available

Formatting

• Step by step instructions on using advanced formatting tools, for example, date/number formatting in Microsoft Word

• How to edit template header and footer

• Using Insert Word Field to create If.Then.Else statements and so on

Mappings

• This topic explains the concept and functionality of mappings

• List the different event types available and how link the events to AutoMail letters

Generate the letter

• Explains how to generate the tax return cover letter using data mining for multiple clients

Communication tracking within AutoMail

• Explains the concept of communication tracking

• Provides step by step examples on searching for generated letters

Mail merge

• Provides an overview on how to create mailing labels, using the data mining tool