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The AutoMail - Letter template maintenance screen is where the AutoMail templates are stored and maintained. The templates are organised into subfolders displayed in the left-hand pane of the screen.
The right-hand pane of the screen shows the available templates when a folder on the left is selected. IRIS has provided a range of example templates to help get you started immediately.
To access this screen, go to AutoMail and click Templates from the Letter Request Browser.
The Letter template maintenance screen contains:
IRIS-supplied 'standard' templates, which are marked with a red s symbol over the template icon
The User-created templates
There are two main template types that can be viewed and created within the template registry:
The Old AM templates, which are based on the WordPad Letter template editor. These are signified by a square icon with horizontal lines across it
New AM templates, which use Microsoft Word as the editor. These are signified by a 'W' icon
The templates issued within the IRIS system are stored in the following folders: IRIS Templates, IRIS Word Base Templates, IRIS Word templates no header & footer and IRIS Word templates with header & footer.
When creating your own templates it is advisable to store them in the User Templates folder so you can find them easily.
The IRIS templates can be displayed in read-only mode.
For example to view the tax return cover letter:
Highlight folder IRIS Word templates with header and footer.
Select the Tax return cover letter and click Edit.
Click Yes
to view system template in read-only mode.
The standard templates that AutoMail
contains are examples, provided as a start point and to demonstrate
how the package could be used.
Whilst the templates are updated periodically when best practice changes,
IRIS can not guarantee that they will always be up to date. It is,
therefore, strongly recommended that all templates used within AutoMail
are checked for content before being relied upon.