How to Run Address and Salutation Checking in G5

How to Run Address and Salutation Checking in G5

Add the G5 Address and Salutation Checking Document:

  1. Download the G5 Address and Salutation Checking Document from the  Letters Library.
  2. Go to the Document Manager in G5.
  3. Click the + button to add a new file.
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  4. Choose from the Document menu to add a new Document.
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  5. Choose the Address and Salutation Checking document under Add Attachment.
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  6. Name the document to match the name of the file you are uploading.
  7. Click OK in the top right.

To check Address and Salutations:

  1. In the Contacts screen in G5, choose your Contacts.
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  2. Set your filters for the group of Contacts you want to check. For example, Status of Client.
  3. Check the box to select ALL of the Contacts you have filtered.
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  4. Click Print.
  5. From the Document Manager Items section, click the + button.
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  6. From the menu that appears, choose the Address and Salutation Checking.
  7. Click Print Documents at the top of the screen.
  8. Agree to any prompts that appear.
  9. Click View My Requests.
  10. Click the View button to download and view your merged Address and Salutation Checking document.
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  11. Print this document, mark it up with changes, and have your Computer Operator make those changes and repeat this process until the Addressing and Salutations for this group are correct.

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