Standard Letters window

This window shows the list of Letter System templates that are available for a module, and provides options for managing the templates.

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Note

The name of the window varies by module.

From Generate reports, select Letters, and click Letter System

This window shows the following information for each template.

  • Title - The iMIS database name of the template.
  • Status - The status of the MS Word files associated with the template.
    • OK - The template files are available in the template folder.
    • Unavailable - The template files are not available in the template folder, or the folder is not available.
  • Report file (.doc) - The unique portion of the names of the template files.

This window provides the following buttons.

  • New - Creates a template that can use the iMIS fields that are currently available for a module.
  • Edit - Opens the selected template with MS Word.
  • Save As - Creates a template by copying the existing, selected template. The new template can use the fields that were available for the module when the existing template was created.
  • Setup - (if enabled) Opens the Setup Standard Letters window.
  • Merge - Initiates the process of combining iMIS data with the selected template.