1 / 9

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

andie
Download Presentation

Memos and Letters in eSite Session - 101

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


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

  2. 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

  3. 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

  4. 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

  5. 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

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

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

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

  9. Questions and Answers Thank you for attending!

More Related