Documents and Printing
How to Merge a Letter Using Word
This document will walk you through running a mail merge within Word. It is important to understand that the merge fields within the letter may not match the column headers within your source spreadsheet. You can change the names of the column ...
How to Update the Document Manager with a New Version of a Letter
Make sure the letter is on the G5 template. Go to the Document Manager. Find the old letter. Click its name to open it. Remove the attachment. Then click OK to save it with no attachment. Click the name of the letter to open it again. Add the new ...
How to Add Pictures to the Body of a Letter
Very few letters in BGM’s letters library add pictures into the body of the text of a letter. However, other than birthday letters, most letters actually have pictures in them: your digital signature(s) and/or portrait(s). However, those use ...
How to Download a Merged Letter from a Task
You can always download a merged letter from any Print Document task, whether it has been completed or not. Find the task you want to download the merged letter from. Click Edit to open the task. Click the name of the letter in the Add Attachment ...
How to Prepare Letters to Print First Page on Letterhead
Note: If you have a multi-tray printer, you can try adjusting the printer settings in the document by following our knowledgebase article Printer Settings for G5 Letters . When you prepare letters, you will get all pages of the letter for each ...
Printer Settings for G5 Letters
When you print a letter that was merged in G5, you need to set certain printer settings in order to have the first page of each letter print on preprinted stationary, and the rest of the pages print on normal paper. REMINDER: Run a test mailing with ...
How to Create a Letter using a Master Letter Template
While we do have a vast number of letters available, instead you may want to write your own letter for use within G5. You can do this using our master letter template following the instructions below. Pick the Right Template Download the appropriate ...
How to Process Birthday Mailers
Setting up your filters Before you can process birthday mailers, you need to first set your filters to display the list of contacts you want to send birthday mailers to. Basic Filters Navigate to the Contacts workspace and select the Contacts tab at ...
How to Replace Birthday Letters
We have alternate male and female birthday letters for ages 40-100, you may decide that you want to use one or all that we have available. The following instructions will guide you on replacing the default letters with an alternate without breaking ...
How to Create a Message Log for Compliance
Many of our advisors are required to send a message log to compliance whenever they set up a mass mailing. Currently, G5 does not automatically create a message log for these situations, however, you can use the Reports Workspace to create one. The ...
How to Get a Letter and Put it into G5
Navigate to https://clients.billgoodmarketing.com/ Click "Letters Library" Click the Name of the Letter you want to download. For example "Mom's Greatest Skill.” Click "DOWNLOAD" on the BGM G5 Letter Template under Available Files. Switch to your G5 ...
G5 Letter Merge Fields
Note: If the recipient is a household, contact specific fields will use the head of household’s fields. If you are needing to copy and paste the merge fields into a letter, please download the attached file at the bottom of this article and copy the ...
How to Create a Message Queue in G5
G5 doesn’t really need a message queue. Letters are either done as a large batch mailing or are part of a task that will show up on your task list. However, it may be useful to separate out and view just the scheduled mailings that need to be done. ...
How to Generate Multiple Labels Using MS Word - G5
This document tells you how to get: A list of names from G5 An activity report that shows more than one user’s activities at the same time. Instructions Exporting the list of names from G5 Go to the Contact Workspace in G5 and filter to the list you ...
How to Merge a Letter
Go to the Contact workspace. Check the boxes next to the names of the people you want to merge a letter for. See Creating and Saving Filters for more information on how to produce the list of people you want. Click Print. Select the letter you want ...
How to Move a Letter to a Different Folder
Go to the Document Manager. Click on the name of the letter you want to move. Click the Select button in the folder field. Select the new folder you want the letter moved to then click OK. Click OK when finished.
Document Manager Folders
Creating Document Manager Folders Creating folders in the Document Manager helps you to organize your documents. Go to the Document Manager. Click Add and select Folder. Type in the new folder’s name. Type in a description if desired. Optional: Place ...
Documents
Use the Document Manager workspace to store, organize, and modify documents that are not associated with a specific entity. A document is an object in Gorilla 5 that is used to store computer files, such as Microsoft Word, PDF, or image files, as ...