Previewing and Printing Messages
Market: Federal/State/Local, House, Senate
Description: These instructions teach the users how to preview and/or print messages in IQ.
Click any of the following links to be brought directly to the subtopic:
Printing a Message for US Mail
Printing Multiple Messages for US Mail
Previewing an Individual Email
1.Inside the Message record, set the Outgoing Method to Email.
2.Click the Actions button in the upper right corner of the page.
3.Click Preview Email. Enter the email addresses to receive the email for testing. Enter one email address per line. A best practice is to view the mail via various email accounts (e.g., Outlook, Hotmail, Gmail, Yahoo, etc.) to confirm that the email is formatted correctly.
4. Click Continue.
5. Check all email accounts to preview the email.
1.In the Open Messages, select the messages that you would like to print.
2. Click on Print > Preview.
3. The Print Letters window will appear. The default location should be Microsoft Word via Download. Use the Print option to open Microsoft Word and view the letter as it will be printed.
Note: The modal will display errors associated with the messages you wish to print. Correct these errors prior to printing.
4. Close Microsoft Word when you are finished.
1.Inside the Message record, set the Outgoing Method to Email.
2.Click the Actions button in the upper right corner of the page.
3.Click Print Email.
4.The Print option configured on your workstation opens and you are able to print a copy of the Email.
*Note: Click Print Email with Heading to include the from: / Sent Date: / To: / and Subject: fields (as well as any attachments) before the context of the email.
Printing a Message for US Mail
1.Inside the Message record, set the Outgoing Method to US Mail.
2.Click the Print button in the center of the page.
3. Select Draft if you’d like to send a test to the printer to ensure the letter will print correctly. When ready to close out the message, select Final.
4. The Print Final and Close Letters modal appears. The default location should be Microsoft Word via Download. Use the Print option to open Microsoft Word and view the letter as it will be printed.
Printing Multiple Messages for US Mail
1.Find the Open Messages that you would like to Print out your response to and select the messages in that list.
2. Click on Print > Draft if you want to ensure your letters will print correctly. Click on Print > Final when ready to close out the messages and send the final draft of the letters to the printer. The Print Letters Modal will appear. The default location should be Microsoft Word via Download. Use the Print option to open Microsoft Word and view the letter as it will be printed.
a. Note: The modal will include any errors with the messages you wish to print.
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