How to insert a date into an AutoMail template

Introduction

When you generate an AutoMail letter, you may want a date to automatically be inserted on to your letter, for example 31st Oct . When you open this letter in IRIS at a later date you may wish the original date to remain. For example, on 12th Nov , you view the document crated on 31st Oct . You will still want the document to display the date the template was created on, that is, 31 Oct .

For AutoMail to work in this way you may want to insert Microsoft Word's 'Create date' tag into your template.

Insert 'Create Date' tag into the Template

To enter a date:

  1. From IRIS Main Menu, click IRIS AutoMail.

  2. The IRIS AutoMail- Letter Request Browser displays. Click the Templates option.

    The IRIS AutoMail - Letter Template Maintenance screen displays.

  3. Highlight the template that you would like to change and click Edit.

  4. The template will be displayed, toggle on the Field codes (press ALT F9 on your keyboard. For more information, please read Knowledge Based Article 1490).

  5. To check for versions of MS Word, Click Help | About when in the MS Word Document.

Microsoft Word 2007 or later

  1. Click the Insert tab. In the Text group select Quick Parts. From the drop down list Select Field.

  2. In the Categories field select Date and Time from the drop-down list.

  3. In the Field Names area select CreateDate.

  4. Under Field Properties Date Formats, select the Date format that you would like. For example: Select 1 January .

  5. Click OK to confirm your selection.

  6. The Date on your Word document will be displayed in the following format:

    {CREATEDATE \@ "dd MMMM yyyy" \* MERGEFORMAT}

  7. Minimise MS Word and click Save in the Tag Selection screen.

Microsoft Word 2003

  1. Click Insert. From the drop-down list select Field.

  2. In the Categories field select Date and Time from the drop-down list.

  3. In the Field Names field, click CreateDate.

  4. Under Field Properties (Date Formats), select the Date format that you would like. For example: Select "1 January ".

  5. Click OK to confirm your selection.

  6. The Date on your Word document will be displayed in the following format:

    {CREATEDATE \@ "dd MMMM yyyy" \* MERGEFORMAT}

  7. Minimise Word and click Save in the Tag Selection Screen.

Below are the definitions which can be used to format dates in word: