Doing these updates BEFORE updating to ILLiad 8.6 will save you editing time after updating. During the ILLiad 8.6 update, all email templates that exist in the ILLiad Customization Manager will be automatically updated and tags will be changed to the new format.

Templates Already in the Customization Manager

The following email templates should already exist in the ILLiad 8.5 Customization Manager, and they will be converted to the new format when you update to 8.6. You don't need to make any changes to these templates unless you want to take the opportunity to review them.

See Creating and Editing Email Templates for ILLiad 8.5 documentation on these templates.

Overdue Emails

  • BorrowingOverdue1
  • BorrowingOverdue2
  • BorrowingOverdue3
  • BorrowingOverdueReminder
  • LendingOverdue1
  • LendingOverdue2
  • LendingOverdue3
  • LendingOverdueReminder

Article Exchange

  • ArticleExchangeLendingNotification

Notification Emails

  • ILLArticleNotify
  • ILLArticleDeliveryNotify
  • ILLLoanNotify
  • ILLLoanDeliveryNotify
  • ILLDDArticleNotify
  • ILLDDArticleDeliveryNotify
  • ILLDDLoanNotify
  • ILLDDLoanDeliveryNotify

Move Before Updating

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These directions are for the default email templates that are automatically used by ILLiad. If you have created custom email templates, you will need to follow the directions in this video.

 

You can add the following email templates to your ILLiad 8.5 Customization Manager before updating to ILLiad 8.6.

Old txt File NameNew 8.5 CustMan Name
clearcust.txtClearedCustomer
autoclearcust.txtAutoClearedCustomer
mergecus.txtMergedCustomer
disavow.txtDisavowedCustomer
passwordreset.txtBorrowingPasswordReset
lendpasswordreset.txtLendingPasswordReset
cancel.txtCancellation
cancel.txtDocDelCancellation
lendingcancel.txtLendingCancellation

 

  1. Locate the .txt file that contains your email template. You can find the location of your .txt email templates in the EMailLocation key under System | EMail | EMailLocation in the ILLiad Customization Manager.
  2. Once you have located the .txt file and are ready to move it, in the Customization Manager click the E-mail Templates tab.
  3. Click New.
  4. Fill in the Name (from the table above under the "New 8.5 CustMan Name" column).
  5. Fill in a Description for the email template.
  6. Fill in the body of the email from the old .txt template. You can easily copy (Ctrl+C) and paste (Ctrl+V) from the .txt file to the Customization Manager.
  7. Click Save.

Move After Updating

Electronic Delivery

Although you can move most templates before updating to ILLiad 8.6, you will need to wait until after updating before moving the Electronic Delivery emails. Once you have updated to 8.6, you will see that the following email templates have been added automatically to the ILLiad Customization Manager:

  • Borrowing Electronic Delivery
  • Doc Del Electronic Delivery

Both of these emails previously used the elecdel.txt file, and can now be customised based on Process type. You can either 1) use the default email template text provided by ILLiad, 2) edit the text manually, or 3) locate the elecdel.txt file and copy it in to the Customization Manager.

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If you copy an old .txt template into the ILLiad Customization Manager after updating to 8.6, you will need to use the new tag format of <#table.fieldname>. For example, <#Transaction.LoanTitle> instead of the old format of <#LoanTitle>. You can do this easily by right-clicking anywhere in the email template body and selecting the appropriate field.

Cancellations

After updating, the cancellation email templates:

  • Cancellation
  • DocDelCancellation
  • LendingCancellation

will split and create templates for loans and articles. They will become:

  • Borrowing Cancellation Loan
  • Borrowing Cancellation Article
  • Doc Del Cancellation Loan
  • Doc Del Cancellation Article
  • Lending Cancellation Loan
  • Lending Cancellation Article

Both templates will use the original Cancellation email template that existed before the update. If you want to edit them based on document type, you can do that now.

If you moved the Borrowing Password Reset and Lending Password Reset templates before updating, you may need to make a small adjustment to these templates after updating.

  1. Open the Borrowing Password Reset and/or Lending Password Reset template and look for the following tag:

  2. If this tag is present, replace it with the following tag: