Checking Your Data In Smartmailer For Windows; Checking Your Data In Microsoft Word - Pitney Bowes DocuMatch Integrated Mail System Application Notes

Checking Your Data before Processing, continued
Checking Your
Data in
SmartMailer for
Windows
Checking Your
Data in Microsoft
Word
DocuMatch Integrated Mail System
TM
4. When you have entered the name, click on Define
Filter.
5. This brings up the Filter Condition window. On the
Pick a Field tab, choose the first field you want to
select (Last_name in this example).
6. Click on the Pick an Operator tab and choose "is
Empty".
7. To check another field, click on Add. This brings up
the Select a Connector window.
8. Click on "Or."
9. Repeat the above process for the other fields you
want to check (Street and City in this example).
10.When you have defined all the filter conditions, click
on OK and then Save.
To use the filter you have defined, choose Addresses/
Select Group, highlight the name of the group, and click on
OK. If there are any records that match the criteria you
have selected, they will display so you can review and, if
necessary, edit or delete them. When you are finished
working with the group, you can select Addresses/Select
All and you can view all your data.
Note that any group filters you have defined will be saved
with your database.
To check for major formatting errors and blank records in
your data, you can have Word run a trial merge and report
any errors to you. To do this:
1. Set up your merge as usual.
2. Select Tools/Mail Merge to bring up the Mail Merge
Helper; click on Merge.
3. When the Merge window displays, click on Check
Errors.
DocuMatch Application Notes
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