Creating a letter template

The fields that are available in the template depend upon whether you create a new template or copy an existing template.

• A new template can use the fields that are currently available for this module.
• A copy of an existing template can use the fields that were available when the existing template was created.

Related information

• Defining the fields that are available in letter templates (see Defining the fields available in letter templates)

Before you begin

• Close other instances of MS Word, if any are running.
• Complete any edits in iMIS, if any records are open.
• Log on to iMIS, and open the window of a module that includes the Letter System.

To create a letter template

1. From the task list, select Generate reports.
2. From the Report Types list, select Letters.

Note: The Available Reports list is empty. Letter reports are selected on the (module name) Standard Letters window.

3. Click Letter System.

The (module name) Standard Letters window opens.

4. Create a new template or copy an existing template.
• To create a new template, click New.
• To copy an existing template, select the name of the template to copy, and then click Save As.

The New Standard Letters window opens.

5. In the Report Title field, enter a name for this letter template. For example, Established Member Letter.
6. In the Report File field, enter a file name for this letter template. For example, est_mem.
7. Click OK.

iMIS displays the new template information in the (module name) Standard Letters window, and starts MS Word with the new template file. You can edit the template and add iMIS database fields now or later.

8. Save the template file and exit MS Word.