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To access this screen, go to AutoMail and Generate a WordPad-based template to open the Document Processor, then select Options | Export to CSV File
From the document processor screen, it is possible to export client details to a CSV file, for use in an excel spreadsheet or to mail merge in a Word document, for example.
The most common usage for Exporting to CSV is to produce address labels for letters at the same time as producing the letters themselves. IRIS Support have a fact sheet available on doing this using Microsoft Word.
After selecting Export to CSV File the following options will be available:
Export Current/Export Type/Export All |
Select the appropriate option to Export just the details for the current client, all the details for a certain letter type, or all the clients on display in the document processor. |
Select letter type |
Only available if Export Type is chosen, select the appropriate letter type to export details for. |
Include template as header of CSV output |
This option will make the first line of the CSV file contain all the titles for each field, e.g. Name, Address, etc. If mail merging it is recommended that this option is ticked. |
CSV Template |
This will bring up the Template Registry screen. Select a CSV template to export details with. |
Output File |
Select where the CSV file should be saved on the system. |