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Summary of Contents for Pitney Bowes DocuMatch Integrated Mail System
- Page 2 These materials and the related software are confidential and propri- etary property of Pitney Bowes, Inc. and may not be lent, sold, hired out, or made available to others in any form, or be disposed of by way of trade in any form, without the express written consent of Pitney Bowes, Inc.
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Page 3: Table Of Contents
Contents Host Software Installation Notes for Windows 95 ......3 Installing the Driver ................3 Installing the Envelope Designer ............3 Selecting the DocuMatch Driver and Setting Options on a Windows 95 System ................4 Testing Driver Installation ............... 5 Using DocuMatch on a Network ............ - Page 4 Contents Handling Tray Breaks with Other Applications ........27 An Alternate Method of Processing the SRT File ......... 28 Selecting the DocuMatch Driver from Microsoft Word 6 ....29 Selecting the DocuMatch Driver from Word Perfect ..... 30 Word Perfect Version 6.1 ..............30 Network Connections ................
- Page 5 Contents Selecting Printer Trays Using Microsoft Word or WordPerfect ..................49 Using Word to Switch Paper Trays ............49 Switching Paper Trays Using WordPerfect for Windows, Version 6.1 ................... 50 Formatting Mail Merge Documents Using IF Fields in Microsoft Word ................53 Using IF Fields for Merge Field Dependent Text ........
- Page 6 Contents Inserts and Reply Envelopes ..............72 Total Thickness Limits ................72 Envelope Content Thickness Evaluation ..........73 Reducing Wasted Materials............74 Preserve Output Order ................. 74 Examining System Reports ..............74 Examining Materials in the Outsort Bin ..........75 Checking Your Data before Processing .........
- Page 7 DocuMatch Integrated Mail System Application Notes These application notes were prepared by the Pitney Bowes engineering staff to help our customers take full advantage of the DocuMatch System's capabilities. The information in this book can help you customize your mailings, speed up printing,...
- Page 8 DocuMatch Application Notes DocuMatch Integrated Mail System...
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Page 9: Host Software Installation Notes For Windows 95
DocuMatch Application Notes Host Software Installation Notes for Windows 95 Installing the 1. Start Windows 95. Driver 2. Close any applications which may be running, and place the driver disk in your floppy drive. 3. Click on Start, then Run and type a:\setupdm in the entry box. -
Page 10: Selecting The Documatch Driver And Setting Options On A
Host Software Installation Notes for Windows 95, continued 1. Click on Start, then Settings, then Printers. You should Selecting the see an icon labeled Pitney Bowes DocuMatch. DocuMatch Driver and Setting 2. Once the Driver is installed, there are several setup Options on a options that affect printing performance. -
Page 11: Testing Driver Installation
Then click on My Computer/ Printers and double-click on Pitney Bowes DocuMatch. If you have been experimenting and there are jobs waiting to print, you may want to delete them. To do this: 1. -
Page 12: Using Documatch On A Network
Using DocuMatch on a Network Using DocuMatch on a network is straightforward and easy if you follow the recommendations in this application note. Pitney Bowes has extensively tested DocuMatch in the Novell Netware 3.12 environment and also with Windows peer-to-peer networking. -
Page 13: Guidelines For Network Use
Timeout options under Netware. You can access these checkboxes under Windows 3.1 by: - Double Clicking the Windows Control Panel - Selecting the Printer's ICON - Selecting the Pitney Bowes DocuMatch Driver (normally the default) - Selecting the Connect Button, then the Network Button... - Page 14 - Print to the following Port has your network queue name selected. The pulldown arrow to the right provides a list of choices - Print using the following driver: Pitney Bowes DocuMatch Dx - The timeout settings should be 300 seconds for Not Selected and Transmission Retry.
- Page 15 DocuMatch Application Notes Using DocuMatch on a Network, continued Guidelines for • Click on Capture Settings and verify the following: Network Use - Timeout: 0 seconds - Form: 0 - Name: Unknown - Job Banner is not checked. - Copies: 1 - Expand Tabs is not checked.
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Page 16: Print Manager And Timeouts For Windows 3.1 Users
DocuMatch Application Notes Print Manager and Timeouts for Windows 3.1 Users Print Manager is a Windows program that controls spool- About Print ing to printers. You can turn it on and off in the Printer's Manager section of the Control Panel. The choice to use Print Manager depends on your application and how you use your computer. -
Page 17: Using Background Printing
DocuMatch Application Notes Print Manager and Timeouts for Windows 3.1 Users, continued Microsoft has distributed two versions of Print Manager, one with the original Windows 3.1, and an updated version with Windows for Workgroups and the free Windows 3.11 update. The newer version is generally better. It has a button bar to control printer operation and shows Version 3.11 under Help/About Print Manager. -
Page 18: Setting Timeouts
DocuMatch Application Notes Print Manager and Timeouts for Windows 3.1 Users, continued You may want to extend printer timeouts to avoid spurious Setting Timeouts “busy” and “off-line” messages from the DocuMatch system. The Windows Control Panel settings affect timeouts only when Print Manager is running. If Print Manager is off, follow this procedure to extend timeouts: 1. -
Page 19: Setting Up And Running Merges With Ms Word For Windows
DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows Word supports a variety of file formats for merge data, Importing Data including the following: • Access, dBase, Foxpro, and Paradox data base for- mats • Lotus 1-2-3 and Excel Spreadsheets •... - Page 20 DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows, continued file. For example, one common format is to enclose the field data in double quotes, separate fields with com- mas, and mark the end of each record with a carriage return/line feed pair.
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Page 21: Using The Mail Merge Toolbar
DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows, continued a DOC file before Word will accept it as a data source. To set up the merge and define the data file: 1. Choose Tools/Mail Merge from Word’s menu bar. This brings up the Mail Merge Helper. -
Page 22: Running The Merge
DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows, continued If the trial merge gives errors, use the arrow keys or the number entry on the Mail Merge toolbar to go to the bad record and examine the problem. Usually errors about too many fields in certain records are caused by the field delimiter character appearing inside a field. - Page 23 DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows, continued From the main Print screen, you can select printing choices by clicking on Options. Do not check Reverse Print Order when you are generating mail. For information on using Background Printing, see Print Manager and Timeout Notes starting on page 10.
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Page 24: Address Detection Errors
DocuMatch Application Notes Setting Up and Running Merges with MS Word for Windows, continued Address Detection Error messages mean that the driver Address Detection was not able to find an address to print on your envelope. Errors This often happens when the number of pages specified in the driver does not match the number of pages in your document. -
Page 25: Setting Up Files For Merging With Wordperfect For Windows
DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows WordPerfect supports a variety of file formats for merge data, including these: • Access, dBase, Foxpro, and Paradox database formats • Lotus 1-2-3 and Excel Spreadsheets • Many word processors •... -
Page 26: Importing Ascii Data Into Word Perfect Version 6.0
DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows, continued CAUTION: Many text editors (such as the DOS EDIT program) change control characters in a file without warn- ing. They may convert tabs to spaces, linefeeds to carriage return/linefeeds, and so on. -
Page 27: Importing Ascii Data Into Word Perfect Version 6.1
DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows, continued for each field in your data file. Following that is a section for each record with an ENDFIELD at the end of each item of field data. Check to make sure the data is correct. If the last record is missing, its record terminator may be missing from the original file. -
Page 28: Accessing Database Files From Word Perfect
DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows, continued 3. Answer Yes to Do you want to create new field names. 4. Enter the names of the fields in your data base, clicking on Add after each name and OK when done 5. - Page 29 DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows, continued 6. Click on OK again and the records and fields you have selected will be imported. 7. Save the imported data, then click on Go to Form on the Mail Merge toolbar to create or select your form file.
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Page 30: Running The Merge In Word Perfect 6.1
DocuMatch Application Notes Setting Up Files for Merging with WordPerfect for Windows, continued Page Break. If you do not do this, the program sends each mail piece to the DocuMatch as a separate job, causing the system to run much slower than it should. With Printer selected under Output File, WordPerfect still completes the merge before starting to print. -
Page 31: Using Documatch With Smartmailer For Windows
Print Addresses section. Click on OK when you are done. 7. On the Print dialog, verify that Pitney Bowes Docu- Match is selected as the printer. Click on Properties to review the settings for your job. This brings up the DocuMatch driver setup screen and permits you to review and correct the settings for this job. -
Page 32: Printing Presorted Data With Another Application
DocuMatch Application Notes Using DocuMatch with SmartMailer for Windows, continued the following are chosen: Printing Directly From SmartMailer • Generate Mail • Page count is 0 on Document tab • Correct envelope file on Envelope tab • Correct feeder and folding selections on Inserts tab •... -
Page 33: Printing Presorted Data With Another Application
DocuMatch Application Notes Using DocuMatch with SmartMailer for Windows, continued 6. Review the sorted file. When you are satisfied that it is Printing correct, select File/Export to export it in an appropriate Presorted Data format for your application. Note that if you are sending with Another data to Microsoft Word in DBF format, the file must Application... -
Page 34: An Alternate Method Of Processing The Srt File
DocuMatch Application Notes Using DocuMatch with SmartMailer for Windows, continued The SRT file is actually in dBase format. However many An Alternate applications will not recognize it correctly unless the exten- Method of sion is DBF. If you do not need to change the format or Processing the select fields in the SRT file, you can simply rename the file SRT File... -
Page 35: Selecting The Documatch Driver From Microsoft Word 6
Choose File/Print and look at the printer listed at the top of the dialog box. If it is not “Pitney Bowes DocuMatch on LPT1:” (or whatever printer port you are using), click Printer to bring up the Print Setup dialog. Click on the “Pitney Bowes DocuMatch on ...”... -
Page 36: Selecting The Documatch Driver From Wordperfect
Step Action Choose File/Print and look at the printer listed under Current Printer. If it is not “Pitney Bowes DocuMatch on LPT1:” (or whatever printer port you are using) click Select to bring up the Select Printer dialog. Click on the arrow next to the bar under Specific... -
Page 37: Accessing The Documatch Setup Screen
DocuMatch Application Notes Selecting the DocuMatch Driver from WordPerfect, continued From WordPerfect You can also access the DocuMatch setup screen at this point if you want. Follow this procedure: Version 6.1 Step Action Click Options and Setup and make any changes you want. -
Page 38: Word Perfect V6.0
Step Action Choose File/Select Printer and look at the printer listed under Current Printer. If it is not “Pitney Bowes DocuMatch on LPT1:” (or whatever printer port you are using) click on the Pitney Bowes DocuMatch line to select it. -
Page 39: Selecting Documatch Driver Options
DocuMatch Application Notes Selecting DocuMatch Driver Options If you have previously defined and saved Job setups, you can retrieve them by clicking on Select Job... Otherwise you can change and save the setup as described here. The Operation group of buttons near the top of the screen determines whether the system is used as a printer or for mail generation. -
Page 40: Envelope Tab
DocuMatch Application Notes Selecting DocuMatch Driver Options, continued sheets and/or inserts and print the addresses on the envelopes. The Address Info settings will be discussed later. If you select Variable, the number of pages printed can vary from one document to the next. See the section “Customizing Your Mail Pieces …”, starting \p on page 53, for more information. -
Page 41: Finishing Tab
DocuMatch Application Notes Selecting DocuMatch Driver Options, continued directly under the main drawer and is used for post card to #9 envelope sized inserts. Envelopes in the Insert feeder should be loaded with the flaps up and to the left. It can also feed C-folded inserts. -
Page 42: General Tab
DocuMatch Application Notes Selecting DocuMatch Driver Options, continued switch back to the lower stacker when the upper one is full. Using control pages is described on pages 56 through 62. You can also set up the job for selective stacking, which lets you specify the upper or lower stacker on a piece-by piece basis. - Page 43 DocuMatch Application Notes Selecting DocuMatch Driver Options, continued wasted envelopes by finishing any pieces that were in process before regenerating pieces that were removed due to automatic jam recovery or operator intervention. Note that you generally do not need to make this selection for presorted mail runs.
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Page 44: Saving And Retrieving Job Setups
DocuMatch Application Notes Selecting DocuMatch Driver Options, continued Once you have made all your selections, you can save the Saving and setup by clicking the Save As... button. You can then Retrieving Job specify a file name for the job file. The default extension for Setups this file is JOB and the files go in the directory you speci- fied when you installed the driver (usually... -
Page 45: Exiting The Driver Setup Screen
DocuMatch Application Notes Selecting DocuMatch Driver Options, continued mail (no ZIP Code) and documents with data next to the desired address. Documents with an address above the intended destination address (a letterhead for example) will also confuse the postal code search. In these cases you can use the Block mode. - Page 46 DocuMatch Application Notes Selecting DocuMatch Driver Options, continued Properties to display the setup options. On the Fonts tab, you can select how fonts are down- loaded to the printer. Outline fonts (available only if the Graphics resolution is set to 600) generally give the highest quality appearance.
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Page 47: Automating Operations Under Microsoft Word 6
The following string selects the DocuMatch printer (assum- ing it is connected to LPT1): FilePrintSetup .Printer = “Pitney Bowes Docu- Match on LPT1:” To program WordBasic to change the DocuMatch setup: 1. Bring up the Mail Setup screen as described in the DocuMatch Software Users Guide. - Page 48 DocuMatch Application Notes Automating Operations Under Microsoft Word 6, continued 3. In the WordBasic program, use the SendKeys and FilePrintSetup Options to send the keystrokes to the driver’s setup screen. You will find it most convenient to save the setup to a JOB file in advance and then use the macro to recall the setup.
- Page 49 DocuMatch Application Notes Automating Operations Under Microsoft Word 6, continued SendKeys “{enter}”, - 1 ‘now do the merge MailMerge .Destination = 1, .MergeRecords = 1, .From = 1, .To = nrecs, .Suppression = 0, .MailMerge FileClose 2 ‘close without saving DocuMatch Integrated Mail System...
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Page 50: Printing To A File With The Documatch Driver
1. From the Windows Control Panel, double-click on Word Printers. 2. Highlight Pitney Bowes DocuMatch, and then click on Connect. One of the choices, usually toward the bottom of the list, will be FILE:. If you highlight this selection and click on OK, the system will prompt you for a file name each time you print on the DocuMatch. -
Page 51: Sending A Print File To The Documatch
DocuMatch Application Notes Printing to a File with the DocuMatch Driver, continued To print to a file from Word for Windows, you can set it up as described above, or you can select the Print to File check box in Word’s Print screen. Note that there is a bug in Word 6 which prevents it from writing to files with path names longer than about 14 characters. -
Page 52: Printing An Address That Does Not Appear On The Document
DocuMatch Application Notes Printing an Address that Does Not Appear on the Document Normally, the DocuMatch print driver expects to find the address for the envelope on the first page of the printed document. However, some documents do not include a full address on the first page of the document. -
Page 53: Printing Barcodes On Documents And Window Envelopes
DocuMatch Application Notes Printing Barcodes on Documents and Window Envelopes Printing a Often an application will call for a window envelope but you also want to print a barcode to qualify for postal Barcode on the discounts. Microsoft Word includes a Barcode field that Document produces Postnet barcodes, but due to changes in USPS regulations effective in August, 1998, the barcodes it... -
Page 54: Printing Just A Barcode On The Envelope
DocuMatch Application Notes Printing Barcodes on Documents and Window Envelopes, continued In other window envelope applications, you will not want Printing Just a the barcode to print on the document, but you want the Barcode on the DocuMatch to print the correct barcode on the envelope. Envelope This gives the document a much more personalized, less automated look but still lets you use window envelopes... -
Page 55: Selecting Printer Trays Using Microsoft Word Or Wordperfect
Trays In Word for Windows, Version 6, go to File/Print/Printer and select Pitney Bowes DocuMatch as the default printer if it is not already selected. 2. In either version of Word, Select File/Page Setup/Paper Source. -
Page 56: Switching Paper Trays Using Wordperfect For Windows
DocuMatch Application Notes Selecting Printer Trays Using Microsoft Word or WordPerfect, continued want the feeder selections to apply to the entire document, be sure to click on the arrow next to Apply to and select Whole Document. If your document includes a control page and you are switching trays, you need to use a special procedure for the trays to work correctly. - Page 57 DocuMatch Application Notes Selecting Printer Trays Using Microsoft Word or WordPerfect, continued Switching Paper This calls up a dialog box that lets you define a new paper type, including which feeder to use. Give the Trays Using paper type a meaningful name like Upper Tray and WordPerfect for choose the appropriate feeder under Paper Location.
- Page 58 DocuMatch Application Notes Selecting Printer Trays Using Microsoft Word or WordPerfect, continued causes it to gradually consume internal GDI resources. Switching Paper This problem occurs when using Microsoft’s printer drivers Trays Using as well, not just with DocuMatch. WordPerfect for Windows, Version The only known solution under Windows 3.1/3.11 is to break up your runs into jobs of about 200 pieces and exit...
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Page 59: Formatting Mail Merge Documents Using If Fields In Microsoft Word
DocuMatch Application Notes Formatting Mail Merge Documents Using IF Fields in Microsoft Word Using IF Fields for Word provides some convenient features for inserting merge field-dependent text in a mail merged document. Merge Field For example, a database could be ZIP+4 postal-coded and Dependent Text contain separate fields for the 5-digit ZIP code and the 4- digit extension. - Page 60 DocuMatch Application Notes Formatting Merge Documents Using IF Fields in Word (continued) Procedure for a Step Action ZIP+4 Example (continued) Click OK. Move the cursor one space to the right. This positions it to the right of the dash, if it is present.
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Page 61: Procedure For Using If Fields For A Variable Length Address Example
DocuMatch Application Notes Formatting Merge Documents Using IF Fields in Word (continued) Procedure for Step Action Using IF Fields for a Variable Length Position the cursor right after the address block. Address Example Click on the Insert Word Field button, which normally appears on the Mail Merge Toolbar. -
Page 62: Customizing Your Mailpieces With Selective Inserting, Variable Length Documents And Variable Envelope Data
DocuMatch Application Notes Customizing Your Mailpieces with Selective Inserting, Variable Length Documents and Variable Envelope Data For some jobs you may want to control which feeders to use on a piece-by-piece basis. For example, if you are printing invoices and some of them have a zero or credit balance, you may not want to include a reply envelope. - Page 63 A reply ope mor postcard can be added. The entire package is then inserted in the envelope and sealed—ready to go to your Pitney Bowes postage meter. All this is done by one integrated mail system at speeds up to 900 mailpieces per hour.
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Page 64: Setting Up Documents With Control
DocuMatch Application Notes Customizing Your Mailpieces with Selective Inserting, Variable Length Documents and Variable Envelope Data, Continued feeders and the insert feeder respectively. A “1” instructs the system to feed; a “0” instructs the system not to feed. The details of the control page commands are summarized below. -
Page 65: Running Jobs With Control
DocuMatch Application Notes Customizing Your Mailpieces with Selective Inserting, Variable Length Documents and Variable Envelope Data, Continued Running Jobs with Once you've set up your document or report with a control page, you print or run the merge just as you normally Control Pages would. -
Page 66: Table Of Control Page Commands
DocuMatch Application Notes Table of Control Page Commands COMMAND DATA VALUES FUNCTION ACTION IF MISSING ~Control Start~ Marks beginning Error of control block ~Control End~ Marks end Error of control block UpperCSF= 0: Don't Feed Controls upper Doesn't Feed 1: Feed sheet feeder LowerCSF= 0: Don't Feed... - Page 67 DocuMatch Application Notes Table of Control Page Commands COMMAND DATA VALUES FUNCTION ACTION IF MISSING Destination 1 or more text Prints text as Uses address Start lines below destination from document command address on the envelope Destination End Marks end of Error if there destination has been a...
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Page 68: Control
DocuMatch Application Notes Customizing Your Mailpieces with Selective Inserting, Variable Length Documents and Variable Envelope Data, Continued Control Page One restriction of the system is that the document printer Limitations paper tray and orientation (portrait or landscape) for the control page must be the same as the tray and orientation for the last page of the previous document. -
Page 69: Diagnosing "Waiting For Host" Messages
DocuMatch Application Notes Diagnosing "Waiting for Host" Messages Factors Affecting The basic speed of the DocuMatch depends on the num- ber of pages printed by the document printer, as shown in Speed the following table. Cut sheets and inserts do not affect these production rates. -
Page 70: Host-Induced Slowdowns
DocuMatch Application Notes Diagnosing "Waiting for Host" Messages (continued) To reduce this problem, you may want to consider having fixed information preprinted on your envelopes. Another option is to use the Roman font on envelopes rather than Courier, because it is more compact and thus prints faster. Make this selection in the Envelope Designer. -
Page 71: Common Causes Of Slow Printing
DocuMatch Application Notes Diagnosing "Waiting for Host" Messages (continued) Host-Induced one-page mail pieces). If your file is much larger than this, see below under “Inefficient Print Files”. Slowdowns Several possible causes for slow printing to a file are listed below: Common Causes •... -
Page 72: Inefficient Print Files
DocuMatch Application Notes Diagnosing "Waiting for Host" Messages (continued) want to do the sorting or selecting of the records in a Common Causes data base application before doing the merge, or use a of Slow Printing faster PC. • The job may run more slowly if the data is on a network drive. - Page 73 DocuMatch Application Notes Diagnosing "Waiting for Host" Messages (continued) Inefficient Print • Reduce the amount of graphics on the page. You may want to pre-print letterheads rather than printing them Files on the fly. • You may be inadvertently be sending your TrueType fonts as graphics rather than as downloaded fonts.
- Page 74 DocuMatch Application Notes Diagnosing "Waiting for Host" Messages (continued) handles, it is in a graphics box. As in the previous item, Inefficient Print this will also cause the page to be sent as a bitmapped Files graphic, slowing printing. It is much better to use tables, columns, or text boxes to format text side by side.
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Page 75: Selecting, Storing, And Loading Materials
DocuMatch Application Notes Selecting, Storing and Loading Materials for the DocuMatch System Document Printer The Document Printer works most reliably with 20 or 24 pound bond paper designed for use in laser printers or Paper Xerographic copiers. Only 8-1/2 x 11 inch paper can be used for mail generation. -
Page 76: Envelopes
DocuMatch Application Notes Selecting, Storing and Loading Materials (continued) Do not print within 1/10 inch of the perforations. To avoid contaminating and scratching the printing drum, load perforated paper with the smooth side up. Avoid using offset printer paper, which looks like copier paper but is made differently and tends to be very dusty. -
Page 77: Cut Sheets
DocuMatch Application Notes Selecting, Storing and Loading Materials (continued) Cut Sheets The DocuMatch cut sheet feeders are designed to work reliably with a wide range of materials, including 20 or 24 pound photocopied bond paper and 50-80 pound coated and uncoated offset paper, with a variety of finishes. There are, however, some materials and storage conditions which can cause problems. -
Page 78: Inserts And Reply Envelopes
DocuMatch Application Notes Selecting, Storing and Loading Materials (continued) The insert feeder accepts materials ranging from 3-1/2 x 5" Inserts and Reply (a minimum-size post card) to #9 envelopes (3-7/8 x 8-7/8" Envelopes ± 1/16"). You can also use C-folded 8 1/2 x 11" sheets, with the same materials as the cut sheet feeders. -
Page 79: Envelope Content Thickness Evaluation
DocuMatch Application Notes Selecting, Storing and Loading Materials (continued) Insert feeder 20# 24# Business Reply Envelope Tri-folded insert Use cut sheet value Business Reply Card Folded brochure Use thickness in .001 inches Envelope Content Thickness Evaluation Folded portion (4 sheets max.) Pages Factor = Total... -
Page 80: Reducing Wasted Materials
DocuMatch Application Notes Reducing Wasted Materials One feature of the DocuMatch system is that when it encounters defective materials, it can often automatically send them to the Outsort Bin and continue processing. This process is called Automatic Jam Recovery (AJR). However, you may sometimes find that there is an unusu- ally large amount of material in the Outsort Bin. -
Page 81: Examining Materials In The Outsort Bin
DocuMatch Application Notes Reducing Wasted Materials, continued Another way to determine the cause of AJRs is to examine Examine the materials in the Outsort Bin. Materials in the Outsort Bin If there is an empty envelope with the flap open plus all the expected contents separately, the fault was a failure to open the envelope for insertion. -
Page 82: Checking Your Data Before Processing
It's best to correct any data problems at the source if possible. This will save you having to correct the data each time you use it. However, Pitney Bowes SmartMailer for Windows and Microsoft Word include several features you can use to help find missing or incorrectly formatted data as a final check. -
Page 83: Checking Your Data In Smartmailer For Windows
DocuMatch Application Notes Checking Your Data before Processing, continued Checking Your 4. When you have entered the name, click on Define Filter. Data in SmartMailer for 5. This brings up the Filter Condition window. On the Windows Pick a Field tab, choose the first field you want to select (Last_name in this example). - Page 84 DocuMatch Application Notes Checking Your Data before Processing, continued 4. This brings up the Checking and Reporting Errors Checking Your window which gives you three options for checking Data in Microsoft your data. Usually you will want to select “Simulate Word the merge and report errors in a new document”.
- Page 85 DocuMatch Application Notes Checking Your Data before Processing, continued Checking Your pick the next field you want to check (STREET in this example), pick “is Blank” again, and continue Data in Microsoft until you have specified all the fields you want to Word check.
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Page 86: Documatch Job Cancelling Tips
DocuMatch Application Notes DocuMatch Job Cancelling Tips You can cancel DocuMatch jobs either at the DocuMatch Control Panel or at the Host PC Application. Canceling at the DocuMatch Control Panel puts the ma- chine in a mode where it will absorb the rest of the job from the Host PC before it accepts another job. -
Page 87: Using Rumba To Print To The Documatch From An As/400 System
DocuMatch Application Notes Using Rumba to Print to the DocuMatch from an AS/400 System The Rumba software package permits PC users to run a terminal session on an AS/400 system and also to print AS/400 jobs on a printer connected to their PC. The physi- cal connection to the AS/400 would normally be IBM Twinax. - Page 88 DocuMatch Application Notes Using Rumba to Print to the DocuMatch from an AS/400 System on Properties to display the driver setup screen. Here you can configure the DocuMatch job as you normally would. 7. Send a sample print job to the queue you selected in step 2 and use File/Print Preview to view the results of your selections.
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Page 89: Using The Documatch With An Hp Jetdirect Print Server
DocuMatch described in this note. This change may also be required for other non-Pitney Bowes print servers. This change has been tested with the Hewlett Packard JetDirect EX Plus3, HP model J2593A, and the EX Plus, model J2591. - Page 90 DocuMatch Application Notes Using the DocuMatch with an HP JetDirect Print Server, continued Testing the Link If nothing prints, hit the test button on the HP box and then hit System Options and then Backup on the DocuMatch control panel a couple of times. If the test page prints now, the printer is talking to the HP box but you have not suc- ceeded in turning off the IEEE 1284 mode.
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Page 91: Connecting Documatch To A Serial Port
DocuMatch Application Notes Connecting DocuMatch to a Serial Port Instead of the standard parallel port, it is possible to use a serial connection to a DocuMatch. A serial connection will operate over a distance of up to about 50 feet of cable, versus a maximum of 15 feet for a parallel connection. -
Page 92: Setup At Documatch
DocuMatch Application Notes Connecting DocuMatch to a Serial Port, continued Seral Cable Pinouts DB25 Female Male 1 shield Setup at the 1. Turn the power off, then connect the serial cable at DocuMatch both ends. 2. Turn the power back on. 3. -
Page 93: Setup At The Pc
DocuMatch Application Notes Connecting DocuMatch to a Serial Port, continued 5. Back at the main DocuMatch control panel, hit System Tests and then Document Printer. The printer should produce two test pages. Under CONFIGURATION MENU on the test pages, you should see the following: I/O=Serial Serial Mode=RS-232... -
Page 94: Testing The Connection
DocuMatch Application Notes Connecting DocuMatch to a Serial Port, Continued Setup at the PC Stop bits Flow Control Hardware 4. Click on OK to save the settings and OK again to close the System Properties window. 5. Set the DocuMatch driver to connect to the COM port. -
Page 95: Restoring Standard Parallel Port Options
DocuMatch Application Notes Connecting DocuMatch to a Serial Port, Continued Changing the the baud rate at the DocuMatch, use the procedure out- lined above but keep pressing Menu after I/O=SERIAL is Baud Rate displayed until BAUD RATE is displayed. Use the Select Up and Select down keys to cycle through the available baud rates and press Feeder Select to select the one you want to try. -
Page 96: Setting Paper Tray Options On Documatch Systems With Lexmark Printers
DocuMatch Application Notes Setting Paper Tray Options on DocuMatch Systems with Lexmark Printers The addition of the third (standard) and fourth (optional) Tray Options paper trays in DocuMatch Systems equipped with Lexmark printers increases your options with respect to selecting paper trays;... - Page 97 DocuMatch Application Notes Setting Paper Tray Options on DocuMatch Systems with Lexmark Printers, continued Printer Control Panel Commands Step Press Control Panel Display Notes Stop Not Ready > JOB MENU Reset Printer Select Ready > Paper Menu Select Paper Source >...
- Page 98 DocuMatch Application Notes Setting Paper Tray Options on DocuMatch Systems with Lexmark Printers, continued Look near the beginning of the second page to verify the paper type selections. If the DocuMatch control panel displays an error message when you try to run the document printer test as explained above, it means that the system is trying to print from a tray that is not defined as a plain paper tray.
- Page 99 Index...
- Page 100 DocuMatch Application Notes—Index Bitmapped Graphics As a cause of slow printing 66 Access 13, 19 Block Mode 38 Account Number 37 of Address Detection 39 Accumulator Problems “Busy” Messages 12 Reducing 69 Address Printing one that's not in document 46 C-Folding 34 Address Detection C-Folded Inserts 35...
- Page 101 DocuMatch Application Notes—Index UpperCSF 60 Device Options Tab ZipBreak 61 Out-of-memory errors 40 Control Pages Display this screen on every print job Running jobs with 59 17, 33 Setting up documents using 58 DocuMatch Driver Options 33 Control Panel Document Includes Control Page 35, 37 Canceling job message at 80 Document Tab 33 DocuMatch 37, 64...
- Page 102 DocuMatch Application Notes—Index Feeders IF Fields Specifying which to use Merging field-dependent text 53 by Control pages 56 Using for variable-length addresses 55 File Importing Data Printing to a 44 For mail merges 13 Printing to from MS Word 44 Insert feeder 34 Filenames InsertF=...
- Page 103 DocuMatch Application Notes—Index Material Handling Notes 69 Guidelines for 7 Materials Networking 6 Document Printer 69 Reducing wasted 74 Merge Off-line Messages 12 Using IF fields 53 Office 97 13 Merging Files converters 13 In WordPerfect 23 Options, Setting Microsoft Word on WIN 95 system 4 Adding merge fields 15 Out-of-Memory Errors 40...
- Page 104 DocuMatch Application Notes—Index Presorted Mail Run Handling tray breaks 27 Query Options, MS Word 78 Print Driver Testing the 5 Print File Reply Envelopes Sending to DocuMatch 45 Selecting, storing and handling 72 Print Files, Inefficient Report Cause slow printing 66 Comprehensive 37 Print Manager Job Summary 37...
- Page 105 DocuMatch Application Notes—Index Slow Operation 63 Setting 12 Slow Printing WIN 3.1 10 Common causes of 65 Toolbar Slowdowns Mail merge 15 Host-Induced 64 Total Thickness Limits SmartMailer 37 Determining 72 Checking Data 76 Tray Breaks Mail Merge 76, 77 Handling 27 Presorted Data 26, 27 Tray Options...
- Page 106 DocuMatch Application Notes—Index Cancelling a job 80 Running a mail merge 23 Word Perfect 7 Running a Merge in 24 WordBasic Using to automate operations 41 WordPerfect Mail merging 20 Z-Folding 34 ZIP+4 53 ZipBreak Control page command 61 DocuMatch Integrated Mail System...
- Page 107 Printed on recycled paper...