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To access this screen, go
to AutoMail, open the Letter Request Browser and create a New
Template or Edit an existing template.
The Tag Selection screen will open at the same time as the Word document template. At this point both screens can be used simultaneously to create and save the template.
The Tag Selection screen has two main functions, to:
Choose which tags are available to merge into the letter template.
Save the template once it has been written.
Depending on which context type was selected on the New Template screen, a list of relevant folders will be shown on the left, each containing tags and subfolders.
If editing a previously created template, or the new template was based on an existing one, some tags may already have been selected. These will be shown on the right-hand side of the screen.
Click the '+' symbol next to any folder to expand the list of tags and subfolders.
To select a tag for use in the letter select the box next to its name on the left-hand side. It will appear in the list on the right-hand side.
When all the tags required for the
letter have been selected, click Refresh
to make them available in the Word document.
The Word template is ready for editing. See the section on Microsoft
Word for information on how to create the template.
When the template is completed, return to the Tag Selection screen and click Save to save the template into the Template Registry.
See the separate topic for the list
of tags available.