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.

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The PrintDocumentsPath customization key determines where your print templates are stored. This can be a local path (the same for all workstations) or a shared path. If blank, ILLiad will default to using the Print folder where the ILLiadClient.exe is stored.

The Excel (xlsx) data files are created automatically when printing. These files are stored by default in the logged in user's My Documents folder under Documents\ILLiad\Print.

Borrowing Templates

 Template FileData File
Borrowing ReceivesBorrowingArticleLabels.docArticle.xlsx
BorrowingArticleSlips.docArticle.xlsx
BorrowingLoanLabels.docLoan.xlsx
BorrowingLoanSlips.docLoan.xlsx
Borrowing ReturnsBorrowingReturnAddressLabels.docReturnsL.xlsx
BorrowingReturnSlips.docReturns.xlsx
Borrowing Overdues


BorrowingOverdueLetter1.docBOver1.xlsx
BorrowingOverdueLetter2.docBOver2.xlsx
BorrowingOverdueLetter3.docBOver3.xlsx
BorrowingOverdueReminderLetter.docBOverReminder.xlsx
ALA RequestsBorrowingALARequests.docAla.xlsx
Borrowing InvoiceBorrowingBillingManagerInvoice.docInvoicesBorrowing.xlsx
Print Cancellation*BorrowingPrintCancellation.docBCancel.xlsx
Print User RecordPrintUser.docPrintUser.xlsx
Print RequestPrintRequest.docPrintRequest.xlsx
Print Multiple Requests**BorrowingPrintRequest.docPrinted.xlsx
Notification LetterBorrowingNotify.docBorrowingNotifications.xlsx

*This document is not included with the default ILLiad templates but can be created manually.

**This default template must be opened and merged manually when batch printing.

Customization Keys

  • BorrowingPrintReceivesDocsArticleBorrowingArticleLabels.doc, BorrowingArticleSlips.doc
  • BorrowingPrintReceivesDocsLoanBorrowingLoanLabels.doc, BorrowingLoanSlips.doc
  • BorrowingPrintReturnsDocsArticleBorrowingReturnAddressLabels.doc, 
    BorrowingReturnSlips.doc
  • BorrowingPrintReturnsDocsLoanBorrowingReturnAddressLabels.doc, 
    BorrowingReturnSlips.doc
  • BorrowingPrintALADocsLoanBorrowingALARequests.doc
  • BorrowingPrintALADocsArticleBorrowingALARequests.doc
  • BorrowingOverdue1DocsBorrowingOverdueLetter1.doc
  • BorrowingOverdue2DocsBorrowingOverdueLetter2.doc
  • BorrowingOverdue3DocsBorrowingOverdueLetter3.doc
  • BorrowingOverdueReminderDocsBorrowingOverdueReminderLetter.doc
  • BillingMonthlyInvoiceBorrowingBorrowingBillingManagerInvoice.doc
  • PrintUserTemplatePrintUser.doc
  • PrintRequestTemplateBorrowingPrintRequest.doc, BorrowingPrintRequest.doc

Document Delivery Templates

 Template FileData File
Doc Del Stacks PrintingDocDelArticleSlips.docDocDelP.xlsx
 DocDelLoanLabels.docDocDelL.xlsx
Doc Del Mailing LabelsDocDelArticleMailingLabels.docDocDelP.xlsx
 DocDelLoanMailingLabels.docDocDelL.xlsx
Print RequestPrintRequest.docPrintRequest.xlsx
Client InvoiceDocDelInvoice.docDocDelBill.xls
Billing Manager InvoiceDocDelBillingManagerInvoice.docInvoicesDocDel.xls

Customization Keys

  • DocDelPullSlipDocsArticleDocDelArticleSlips.doc, *DocDelArticleMailingLabels.doc
  • DocDelPullSlipDocsLoanDocDelLoanLabels.doc, *DocDelLoanMailingLabels.doc
  • BillingMonthlyInvoiceDocDelDocDelBillingManagerInvoice.doc
  • PrintRequestTemplateDocDelPrintRequest.doc

Lending Templates

 Template FileData File
Lending Stacks PrintingLendingArticleSlips.docStacksP.xlsx
 LendingLoanSlips.docStacksL.xlsx
 LendingLoanLabels.docStacksL.xlsx
 LendingArticleSlips.doc
LendingLoanSlips.doc
**Stacks.xlsx
Lending Shipping LabelsLendingArticleShippingLabels.docShpStkP.xlsx
 LendingLoanShippingLabels.docShpStkL.xlsx
 LendingArticleShippingLabels.doc
LendingLoanShippingLabels.doc
**ShipStk.xlsx
Lending OverduesLendingOverdueLetter1.docLOver1.xlsx
 LendingOverdueLetter2.docLOver2.xlsx
 LendingOverdueLetter3.docLOver3.xlsx
 LendingOverdueReminderLetter.docLOverReminder.xlsx
Billing Manager InvoiceLendingBillingManagerInvoice.docInvoicesLending.xlsx
Client InvoiceLendingInvoice.docLendBill.xls
Print Address RecordPrintAddress.docPrintAddress.xlsx
Print RequestPrintRequest.docPrintRequest.xlsx
Print Multiple Requests*LendingPrintRequest.docLPrinted.xlsx

*This default template must be opened and merged manually when batch printing

**You can combine article and loan records to print on one document rather than separate documents. To do so, specify the template you want to use and link it with this general data file.

Customization Keys

  • LendingStacksDocsArticleLendingArticleSlips.doc
  • LendingStacksDocsLoan = LendingLoanSlips.doc, LendingLoanLabels.doc
  • LendingSecondaryDocsArticleLendingArticleSlips.doc
  • LendingSecondaryDocsLoanLendingLoanSlips.doc, LendingLoanLabels.doc
  • LendingShippingDocsArticleLendingArticleShippingLabels.doc
  • LendingShippingDocsLoanLendingLoanShippingLabels. doc
  • LendingOverdue1DocsLendingOverdueLetter1.doc
  • LendingOverdue2DocsLendingOverdueLetter2.doc
  • LendingOverdue3DocsLendingOverdueLetter3.doc
  • LendingOverdueReminderDocsLendingOverdueReminderLetter.doc
  • BillingMonthlyInvoiceLendingLendingBillingManagerInvoice.doc
  • PrintLenderAddressTemplatePrintAddress.doc
  • PrintRequestTemplateLendingPrintRequest.doc, **LendingPrintRequest.doc

Document Delivery & Lending Invoices

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When printing Lending or Document Delivery Invoices, the current queue or status of the transaction does not matter as long as the transaction has been marked as found and the billing charges have been applied. Invoices may be generated at any point in the process after that. There are two ways to generate invoices:

  • Item by Item: Invoices are printed after the requested item has been marked as found (at the same time as the Address Labels).
  • By Time Period & Lender Symbol (Bulk): Invoices are generated and printed at any time after the item has been sent to the requesting institution.

If Billing for Document Delivery or Lending is turned on for your institution, your method of invoicing may be set to one or the other using the ILLiad Customization Manager.