How to transfer AutoMail templates from one installation of IRIS to another

Introduction

This topic explains how to transfer an AutoMail template from one installation to another. For the purposes of this article, the document will be transferred from installation A to installation B.

• It is recommend that you take a copy of your template from installation 'A'.

To save a copy of your template

1. From the IRIS Main Menu, click IRIS AutoMail.

2. The letter request browser displays. Click Templates.

3. The IRIS AutoMail - Letter template maintenance screen displays. Highlight your template and click Edit.

4. Your Microsoft Word template displays. Save the template to your desktop. In this example the document will be called 'Tax Return Cover.doc'

Save a copy of your tag selection screen

You will need to make a copy of your tag selection screen from installation 'A' so that when you create your template at the other installation you will know which tags to insert.

To save a copy of your tag selection screen:

1. From the IRIS Main Menu, click IRIS AutoMail.

2. The letter request browser displays. Click Templates.

3. The 'IRIS AutoMail - Letter template maintenance' screen displays. Highlight your template and click Edit.

Your Microsoft Word template displays. Minimise Microsoft Word.

4. The Tag Selection screen displays. To make a copy of your tag selection screen, press Alt + Print screen. This will save the tag selection screen to your clipboard.

You will then need to paste the tag selection screen into Paint:

1. To do this, click Start in the bottom left hand corner of your screen. You can then click on Programs | Accessories | Paint

2. When paint has loaded, click Edit and Paste. You will see a screenshot of your tag selection screen.

3. Save this file to your desktop. In this example we will call the document 'Tax return cover tags.doc'.

Transfer Documents to your other office

If your installations are at different offices you may wish to transfer your saved a copy of your template and your tag selection screen to your other office. For example, by email or by post.

Copy and paste the content into your new installation

To get your template into installation 'B' you will first need to open the document you created in step 2.). You will then need to copy the contents and then paste the details into an AutoMail template.

To copy the contents from your saved document:

1. Open your saved document (Tax Return cover.doc in this example)

2. Highlight all the contents in the document (press the 'ctrl + A').

3. Copy the contents to your clipboard (press the 'ctrl + c').

To paste the details into an AutoMail template

To set up a template:

1. From the IRIS Main Menu, click IRIS AutoMail.

2. The AutoMail - Letter Request Browser displays. Click Template.

3. The AutoMail - Letter Template Maintenance screen displays. Click New Template.

4. The New Template screen displays. Enter the description of the template. For example, Tax Return Cover

5. Under the context type select Client.

6. Click OK.

7. A blank Microsoft Word document displays on screen. Left-click into the template and press Alt + V to paste the contents of your templates.

Insert the tags into the relevant template

Once you have created your template and copied the content, you can then insert the relevant tags.

1. Print a copy of your tags.

2. Load your 'tax return cover tags.doc'.

3. Print the document.

Insert your tags into your template:

1. From the IRIS Main Menu, click IRIS AutoMail.

2. The AutoMail - Letter Request Browser displays. Click Template.

3. The AutoMail - Letter Template Maintenance screen displays. Highlight your template (in this example we will select the tax return cover) and click Edit.

A Microsoft Word document displays on screen with the contents of your template.

4. Minimise the word document to display the Tag Selection screen.

5. Insert the required tags into the template.

Your printed copy of the tags will display the tags that need to be inserted onto your new template. For example, a tag  may be shown on the right hand side of your printout.