Maintain Word Templates

From the menu bar, click Maintenance > General Maintenance > Maintain Word Templates or press Alt N G P on the keyboard.

"Maintain Word Templates" is used to assign Word document templates to certain functions within AIMsi. Examples of situations that use the templates are printing rental delinquency notices, purchase option letters, short term rental letters, proposal letters, recommended next service letters, and more.  When the function is performed (i.e. delinquency notices are printed/emailed), AIMsi needs to know what template to use in order to insert the correct information.  "Maintain Word Templates" is where this is specified. 

AIMsi comes with default templates that must be copied and renamed, as the default templates may be overwritten in future updates. The new file would then be the one that you would customize to meet your company's needs.  The default templates are found in the \aimsi\templates folder.  Any new templates you create must be saved to this folder as well.

Example:  If you are using the Rent & Sales Contract module and will be sending delinquency notices, you will open \aimsi\templates\dtNotice1.dot in Microsoft Word, select Save As on the File menu and give the template a new name, such as DelinqNotice1. You have the option to save the file as a template (.dot or .dotx) or as a document (.doc or .docx).  Be certain to save the new file in the \aimsi\templates folder.  Another option is to open the \aimsi\templates folder, copy dtNotice1.dot and paste the copy in the same folder.  Then, rename the copy to DelinqNotice1.dot.  The DelinqNotice1.dot file is now the one you would customize and add to "Maintain Word Templates".

You may also add Word documents or templates to the "Maintain Word Templates" listing if you have general documents that you would like to send to customers in your database that are not automatically generated.  In other words, you specify the letter to send, and who to send it you.  For example, you have a standard template that you use to send to customers who pay with a check that is returned for insufficient funds. 

Note: For a small fee, Tri-Tech will create any template for you according to the wording you provide. Contact Tri-Tech support for more information.

When creating or modifying templates in Word, refer to the file \aimsi\templates\Tag Index.doc for the list of fields that can be inserted in order for a mail/merge to occur at the time of printing or emailing the letters.