Step 2. Select your route
You can then either click ‘Go Step-by-Step’ or ‘Select Document Type’ if any have been setup by your District Manager. In this example we will click ‘Go Step-by-Step’.
Step 3. Letter count This is where you tell the system what is being sent. In this instance, we are sending 3 letters made up of one 2 page letter, one 3 page letter and one 4 page letter. To tell the system this, we will select ‘Multiple Letters’ and then as it is not a fixed number of pages per letter, we tell the system how to find the first page of each letter so that it can split our file into separate letters. To do this, we click ‘Find first pages’ and then click and drag a red box around text that is unique to Page 1 only of each letter. This could be a date, document title, ‘Page 1 of’ or in this instance ‘Dear’.
The system will then search through every page of the file looking for this text within the position of the red box, and confirm on the left what it has found (Dear), and how many it has found (3). To ensure this has been captured correctly, you should click through the preview on the right hand side using the navigation buttons to view ‘Page 1’ of each letter. Once satisfied that this is correct, click ‘Next’.
Step 4. Define address Similar to the previous step, you need to tell the system where to look for the address data to extract it for validation. A red box is shown in our default position. If this does not include all of the address data then the red box should be redrawn to capture all of the address data. Once selected, click through the records to check all of the address lines are captured and that no other text has been included (such as the salutation). We place a white box around the default address area to protect the address and CBC barcode clear zones. If any text encroaches into this area, it will be obscured.
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