| How
to guide |
| How to copy a reply/message
already stored in Reply Wizard |
To copy a message from this software, first select the category
on the left then click the button that contains the message you want
to copy. The message is now copied to the Windows clipboard ready
to paste into your email message or document. Open the program you
want to use and paste in the copied message/reply by pressing the
paste button in the toolbar or press Control+V. |
| How to save you own
replies/messages in Reply Wizard |
Create your own category in the list on the left by right-clicking
it with your mouse and selecting to create a new category. You now
have 10 new buttons in the middle to save a message to. Click on the
top empty button and enter the heading of the message - use a phrase
that will help you identify the message for when you want to re-use
it in the future. Then you can type in (or paste) the message into
the box on the right. Remember to press the Save Message button afterwards
to save it when you are finished. |
| How to clear all
messages stored in the clipboard |
Clear all copied messages by pressing the button marked 'Clear Clipboard'
in the bottom left of the screen. |
| How to recopy the
last message that was stored by Reply Wizard |
If you have copied something else to the clipboard in another program
and want to re-copy the last message that you copied from Reply Wizard
then press the Recopy button in the bottom left of the screen. |
| How to undo an action
you have just done in Reply Wizard |
If you accidentally pressed a button and copied the wrong item to
the clipboard then you can undo that action by pressing the Undo Last
Copy button in the bottom left of the screen. |
| What advanced copy
options are there? |
Reply Wizard offers you the option of either:
- Every time you press a heading button, the clipboard will only
contain the message/reply under that heading, or
- Every time you press a heading button, the messages are added
to the clipboard one after the other. In this way you can build
a complete document with replies to many different questions at
the same time. To change between the options, click on the Options
button and select the corresponding menu option
|
| How to modify a reply/message
that is currently stored in Reply Wizard |
Select the heading you want to copy, edit in on the white editor
screen on the right then press the "Save/Overwrite existing text"
button. This will save the modified text under that button. |
| How to change a reply/message
once but not to store the changed version |
Select the heading you want to copy, edit in on the white editor
screen on the right then press the "Copy changed text instead" button.
This will save the modified text to the clipboard instead but will
not overwrite the message saved under that button. |
| How to copy a heading
button from one category to another |
Right click on the heading you want to copy and press the "Copy
heading" menu option. Now go to the category you want to copy it to
and click on an empty heading button. The copied heading name will
appear in the heading name box. When you press enter with the same
heading name as before, the contents from the previous heading are
copied over too. (Typing in a different heading name will clear the
message behind the new button.) |
| How to use Reply
Wizard to store and retrieve file locations so you can quickly attach
files to emails |
It can be very useful to store file locations to the clipboard so
that when you are attaching files to emails you can very quickly select
them. When the email software show a box for selecting the file you
want to attach, you can click on the corresponding button in Reply
Wizard where the file location is stored and paste it into the "File
Name" or "Address" box immediately and it will attach that file. To
save the file location to a Rely Wizard button, select a new button
(or delete the contents of an existing one) and press the "Add Files"
button. Select all the files you want to store under that button and
press the Save button. You can keep adding as many files as you want.
Note that some programs only allow you to add one file at a time so
they may only add the first file in the list and not all of them. |
| How to make Reply
Wizard easy to access |
To make it quicker to open Reply Wizard on your computer, why not
add it to your desktop, Windows Start menu and your quick launch menu. |
| How to stop Reply
Wizard running |
Press the Exit button in the bottom left hand corner of the screen. |
| Using
TAGs to personalise your replies using generic templates |
| What is a TAG |
A TAG is special field in a reply that you have stored in Reply
Wizard.
You can also set up special areas of your documents that you fill
in later dynamically. These areas of your message are filled in
quickly when needed. eg you can set up a template that includes
the customers name in five different locations throughout the email
and you just need to type it in once and all instances of it are
filled in for you.
These special areas are called TAGs and you can prepare a generic
document in advance and only fill in the different parts later.
One special version of a TAG is the Date tag which can automatically
fill in todays date or another date dynamically eg in 14 days time
or one years time. This could be useful for creating an invoice
that shows the payment date being 14 days in the future, or a licence
for software that expires in one years time and that date can automatically
be filled in.
|
| Using Tags (customising
your replies every time) to set up a template that will automatically
fill in dates, fill in peoples names, product names, prices or other
unique items per email |
You can have a look at some examples of TAGs in the default category
called "Demonstration of using TAGs". You will see examples
of what they might be used for.
|
| How to add a Tag
to a reply |
While typing in a new reply you can either
- Click on the TAGs button and select one from the existing list
or
- Add your own TAG by manually typing in a TAG name in the style
of <? TAGNAME > using a suitable name. Remember that you TAG
must start with <? and end with > or it will not work.
|
| How to start filling
in the Tag once the required reply has been selected? |
When a reply/message that contains a Tag has been selected, the
Tags button shows up in Red. Click
on it and select the Fill in Tags menu to be shown a new screen
for filling in the Tags. For each tag name in the list on the left,
enter the correct tag replacement value in the box on the right
and press the button (or press Enter on the single line text box).
When all Tags have been replaced, the completed text is displayed.
Select the text copy button to confirm that it is OK and the completed
text will be copied to the clipboard ready for pasting into an email.
|
| How to add a Tag
to the list of existing Tags? |
Click on the TAGs button and select the Setup Tags option. In the
top right of the new screen is an area to create a new tag name and
add it to the standard list. |
| How to add a special
Date Tag to the list of existing Tags? |
Click on the TAGs button and select the Setup Tags option. On the
right of the new screen is an area to create a date tag and add it
to the standard list. You can select to create a date tag that will
be dynamically filled in with the current date plus/minus a certain
number of days, months or years. You can also select the date format
to use in the Tag. |
| How to modify the
list of existing Tags? |
Click on the TAGs button and select the Setup Tags option. Here
you can add, delete or rearrange the sequence of the Tags. Remember
to save the list before exiting. |
