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The step by step topics in this section are aimed at new users to AutoMail, providing an overview of the basics required to get you started.
Throughout the topic the tax return cover letter is used as an example. You will learn how to generate the letter for a single client, how to edit the letter and also how to use the communication tracking to search for the generated letter.
The learning is progressive, we recommend you go through each topic in turn.
Explains how to generate a tax return cover letter for a single client
Refer's to the Microsoft Word template
Aimed at pointing users to where the IRIS templates can be found
Example templates provided to help get you started immediately
Step by step instructions on how to create your own letter
Creates a letter based on an IRIS standard to amend