Memos and Letters in eSite Session - 101

Memos and Letters in eSite Session - 101 John Caravela Sept 25, 2007

System Setup • Server Side • Microsoft doesn’t recommend • User of DCOMCNFG • Anonymous Access • Microsoft Word 2000 or higher • Client Side • Microsoft Word installed on every machine • Trusted Site, browser set to download Active X • Assign merge location

Letters Setup • Steps to Create Letters • Determine Server versus Client • Sample Letters • Creating a Letter Template • Creating the Word Document • Assign Form Letters • Upload Form Letters • Know your template type • Know your fields: common and available

Optional Setup Letter Items • Creating Letter Functions • MSDN.Microsoft.com (search for VBSCRIPT REFERENCE) • Use of Text boxes for alignment • Use of Logo or .jpgs

Common Issues/Errors • Macro Storage Error – Cannot create object • Cannot create MS Word Application. Automation server cannot create object • Blank screen when trying to merge letter

Macros • Server side only • Add a module – AMSIPostMergeModule • Add a macro – AMSIPostMergeMacro • Macro security set to low

Memos • Type of Letters • Lease • Application • Lease Addendum • Move In Letter • Guest Letter

Using Memos in Letters • Setup memo in eSite • Add to Letters ‘Available Fields’ • Select if for a particular prompt • Memo Dates

Questions and Answers Thank you for attending!

Memos and Letters in eSite Session - 101