How to Run Address and Salutation Checking in G5
Add the G5 Address and Salutation Checking Document:
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Download the G5 Address and Salutation Checking Document from the
Letters Library.
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Go to the Document Manager in G5.
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Click the + button to add a new file.
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Choose from the Document menu to add a new Document.
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Choose the Address and Salutation Checking document under Add Attachment.
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Name the document to match the name of the file you are uploading.
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Click OK in the top right.
To check Address and Salutations:
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In the Contacts screen in G5, choose your Contacts.
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Set your filters for the group of Contacts you want to check. For example, Status of Client.
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Check the box to select ALL of the Contacts you have filtered.
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Click Print.
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From the Document Manager Items section, click the + button.
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From the menu that appears, choose the Address and Salutation Checking.
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Click Print Documents at the top of the screen.
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Agree to any prompts that appear.
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Click View My Requests.
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Click the View button to download and view your merged Address and Salutation Checking document.
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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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