How to print Bank letters

Setup Banks

Before sending out a bank letter you will first need to setup your banks:

  1. From the IRIS Main Menu, click AutoMail.

The Letter request Browser displays.

  1. Click File and from the drop-down menu select Browse Banks.

  2. The IRIS Banks Database - Browse all banks displays. Click New.

The New Bank / Building Society screen displays.

  1. Enter the required details and then click OK. For example, bank name and address.

 

Browse Bank Accounts

Once the banks have been set up, bank accounts need to be set up for each client:

  1. From the IRIS main menu, click IRIS AutoMail.

The Letter request Browser displays.

  1. Click File and from the drop-down menu select Browse Banks Accounts.

  2. The IRIS Banks Database - Browse Accounts screen displays. Click New.

The New Bank Account screen displays.

  1. Select the client, bank/building society and other information for the bank account.

  2. Click OK.

Generate the letter

Once you have setup your banks and bank accounts you are ready to generate your bank letters through AutoMail.

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

The Letter Request Browser displays.

  1. Click Generate.

  2. The IRIS AutoMail - Generate Letters screen displays. Click Select template.

  3. The IRIS AutoMail - Select Template screen displays. Select the Bank letter. For example, a bank Authorisation letter.

The IRIS AutoMail - Generate Letters screen displays.

  1. Select a client. For example, select single client and enter your client ID.

  2. Ensure Produce Bank Letter is selected.

  3. Click OK.

  4. Ensure the template has the context type Client and Bank.


Related topics

How to create a template and set the Content Types