Sara Juel
Articles
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Configuring Print Settings
This article contains an overview of the basic configurable print settings and options in the ILLiad Client. ILLiad Printer Settings | Changing Your Print Settings | Viewing Print Documents in the...
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Email Routing
Email routing is a tool that allows you to use email templates in ILLiad to standardize communications between ILL staff and ILLiad users while simultaneously routing items to the appropriate stat...
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Setting Up Notifications to be Printed Instead of Emailed
By default, all Borrowing Cancellation notices generated in the ILLiad Client are sent automatically by the system to the customer via E-mail. If you wish to instead print these notices, this...
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Batch Printing
You can batch print many types of documents in ILLiad such as shipping labels, pull slips, and request forms. The batch print process will automatically open the appropriate template and merge it ...
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Setting up ILLiad to Use a Courier Service for Shipping
To set up ILLiad and the ILLiad Shipping Label documents to use a courier service for shipping purposes. This just involves setting up each courier service that you wish to use as one of your inst...
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Sorting and Filtering Print Documents
ILLiad can be configured to sort, display, and print documents in almost any order you wish. You can also set up ILLiad to filter the various documents and keep certain transactions from printing....
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ILLiad Default Print Templates
The following tables list the print processes for each module, the Word template/s used for the process, the customization key associated with the Word template, and the data file used. The Print...
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Creating New Print Templates
The easiest way to create a new ILLiad print document is to take an existing one, preferably one already containing most of the ILLiad merge fields needed by the new document, and save it with a n...
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Print Template Addresses
The library address that prints out on various templates is pulled from the ShippingAddress table (OCLC constant data) instead of the LenderAddress table like in earlier versions of ILLiad. This c...
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Adding New Merge Fields
ILLiad exports certain tables to the .xls files for Microsoft Word to read into the templates. Usually, those tables include: Transactions: Data related to specific requests Users: Data related t...