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IRIS and Invu can be linked so that documents created by IRIS are automatically saved into your Invu database.
Once the link has been setup (normally by your Invu reseller) it is important to make sure that all your AutoMail templates and Practice Management report logging options all have a job type associated with them.
This is so that these documents can be saved into the appropriate Invu information types.
Letters generated by AutoMail can be saved automatically into Invu. Check the AutoMail template settings to ensure all of your templates have a job type associated with them:
From the IRIS Main Menu select IRIS AutoMail.
From the main toolbar select Templates.
Select a template and click Properties.
Next to Job type – select the appropriate Job Type (for example, if the template you selected is a Personal Tax covering letter – you will need to select the Personal Tax job type).
Click OK.
Reports generated in various IRIS modules can be saved automatically as PDF documents. For example, tax computations, tax returns, final accounts, and so on. Check the report settings to ensure they have a job type associated with them.
From the IRIS Main Menu select System Maintenance.
Login as MASTER.
Click Practice | Report Logging.
Double-click on a report (for example, LL AR01).
Ensure the report has the correct job type associated with it. If the job type is incorrect, or the box is empty continue onto steps 6 and 7. Otherwise go directly to step 8.
Deselect Use default for report type option.
Select the job type (in this example, for the form LL AR01, you would need to select the Company Secretarial job type).
Click OK.