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):
- MS Word Template, for example, est_mem_letter.doc
- Header record, for example, est_mem_letter_header.doc
- Data record, for example, est_mem_letter_data.doc
- Close other instances of MS Word, if any are running.
- Complete any edits in iMIS, if any records are open.
- From Customers, select Generate reports.
- Select Letters from the Report Types list.
Note: The Available Reports list is empty. Letter reports are selected on the Membership Standard Letters window.
- Click Letter System to open the Membership Standard Letters window.
- Click New to open the New Standard Letters window.
- Enter the new title in Title field, and press Tab. For example, enter Established Member Letter.
- Enter the new file name in Report File, for example, Est_Mem_Letter.
- Click OK to open an instance of MS Word. A document appears in MS Word.
- 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.
- Select the field names from the drop-down list to use in your letter. The field names will display in your template.
- 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.
- Close MS Word.