Tricks & Tips for ILLiad Newbies

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MatchStrings Important <strong>for</strong> routing rule(s)
• t.TransactionStatus = 'Awaiting Document Delivery Processing‘ • t.RequestType = 'Loan' and t.transactionstatus = 'Customer Notified via E-mail‘ • t.PhotoJournalYear
Page 1 and 2: Tricks & Tips for ILLiad Newbies Ma
Page 5: Custom E-Mail • Ability to set up
Page 10 and 11: How to undo a Lending Shipped (or o
Page 12 and 13: How to Add/Delete a Lending Charge
Page 15: Conditional Messages Borrowing
Page 20: Merge Fields What fields?
Page 23 and 24: Open the template
Page 25: Routing Rules • Helps with workfl
Page 30 and 31: Miscellaneous • Courtesy Notifica
Page 32 and 33: Setting the Prior (Courtesy) Notifi
Page 34 and 35: Your complete contact information o
Page 36 and 37: Authorized by
Page 38: Blank Work Form Borrowing Article a
Page 45 and 46: New Patrons Clear or Merge
Page 47 and 48: Clear or Merge
Page 49 and 50: Update your institution’s informa
Page 51: Error Messages Connector or Flagged
Page 55: Mailing Tips • USPS label layout
Page 59: Questions? Mary Guthmiller Montana

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