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To create a new letter template

For each template created through iMIS, three entries are created in the shared MS Word folder you specify on the System Setup window (select File> System Setup):

  1. Close other instances of MS Word, if any are running.
  2. Complete any edits in iMIS, if any records are open.
  3. From Customers, select Generate reports.
  4. Select Letters from the Report Types list.

    Note: The Available Reports list is empty. Letter reports are selected on the Membership Standard Letters window.

  5. Click Letter System to open the Membership Standard Letters window.
  6. Click New to open the New Standard Letters window.
  7. Enter the new title in Title field, and press Tab. For example, enter Established Member Letter.
  8. Enter the new file name in Report File, for example, Est_Mem_Letter.
  9. Click OK to open an instance of MS Word. A document appears in MS Word.
  10. Select the Insert Merge Field drop-down list on the MS Word toolbar.

    Note: You must use a merge field to activate the Merge option in MS Word.

  11. Select the field names from the drop-down list to use in your letter. The field names will display in your template.
  12. Once the letter is complete, save the template.

    Note: Selecting Merge at this time will create the letter for the last customer in the database.

  13. Close MS Word.

See Also

Using the MS Word Letter System for Letter Reports

Authorization for the Letter System

To use the Letter System from the Reports menu

To specify a shared folder for MS Word templates

To edit a letter template

To add additional fields to a template

To format letter merge data with field switches

To change the sort order of letters created using the Letter System

To mass merge a letter

To mass merge an e-mail letter (Office 97, 2000)

To mass merge an e-mail letter (Office XP)

To delete a letter

To view a letter or e-mail activity

Troubleshooting the Letter System

To disable the Letter System


ASI logo 10.6 Production Release. Updated 1/20/2006 4:18:47 PM
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