Headers and Footers are areas in the top and bottom margins of each page in a document.
You can insert or change text or graphics in the headers and footers. For example, you can add Practice details, company logo, page numbers or date.
There are two stages to entering header and footer details to a template to ensure that the correct details are selected. For example, you would like the practice details to be displayed in the header and the registered details in the footer.
To ensure that the practice details are automatically entered when you generate the template, you would need to ensure that they have been entered correctly in the Practice Options screen.
To do this:
From the IRIS Main Menu, log on to System Maintenance as a Master user.
The System Maintenance screen displays. Select Practice | Practice Options
Enter the Practice details, for example: Name of the practice, address, phone/fax number, email address.
Click OK.
Having set the details in System Maintenance, you should be able to edit the template to display the correct Practice details in the Header.
To display the Header and Footer when generating a letter for your client, you will need to edit the template.
To do this:
From the IRIS Main Menu, click IRIS AutoMail.
The IRIS AutoMail - Letter Request browser screen displays. From the toolbar, click Templates.
The IRIS AutoMail - Letter Template Maintenance screen displays. Highlight your template and click Edit on the toolbar to edit the template.
The MS Word template will be displayed. Toggle on the Field codes (press ALT + F9. For more information, click here).
Minimise MS Word. The Tag Selection screen displays.
Click on the Particular Client folder, Common| Agent (Practice)
Select the required fields. For example, the Agent name, address, phone/fax number.
Click Refresh.
Maximise MS Word to enter the header details.
Double-click in the header section (or click on the Insert tab, under the Header & Footer section, select Header. Select on Blank).
Place your cursor where you would like to enter the details.
Select the Mailings tab. Under the Write and Insert Field section, select Insert Merge Field.
Select the details that you would like to enter, for example the Practice name this will be displayed as { MERGEFIELD LMCLAgentName }.
Edit the font , colour or font size to what you would like,
for example, if you would like the Practice Name to be centred, size
16,blue in colour, highlight the tag LMCLAgentName
and make the relevant changes to the tag.
Any changes made to the tag will be displayed to the data that is extracted from the database. For example bold, change in colour, justification or size
Enter all the details on the Header by following the above steps.
Scroll down to the bottom of the page, and place your cursor in the footer section.
Enter registered details for example, 'Registered to carry out work and regulated for a range of Investment business activities by The Institute of Chartered Accountants in England and Wales'.
Minimise MS Word and click Save in the Tag Selection screen.
Click View, select Header and Footer.
Place your cursor where you would like to enter the details.
Click Insert Merge Field (located on the left of Insert Word field).
The insert merge field screen displays. Highlight the details that you would like to enter, for example the Practice name, LMCLAgentName.
Click Insert, click Close to close out of the screen.
Edit the style of the words to what you would like. For example,
if you would like the Practice Name to be centred, size 16, blue in
colour, highlight the tag LMCLAgentName and make the relevant changes
to the tag.
Any changes made to the tag will be reflected on letter when you generate it. For example bold, change in colour, justification or size
Enter all the details on the Header by following the above steps.
Scroll down to the bottom of the page, and place your cursor in the footer section.
Enter registered details for example, 'Registered to carry out work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England and Wales'.
Minimise MS Word and click Save in the Tag Selection screen.