To export data for use in personalized letters

To export data for use in personalized letters

If you haven’t already read the Your Data File Overview, see Creating personalized letters for more information.

Please note that this task requires single-user access. See Single-user file locking for more information.

The Forms Selection - Personalized Letters window should be displayed.

In the Personalized Letters window, make selections about the data you want to export and then click OK. The Review Cards Before Exporting window appears.

In the Review Cards Before Exporting window, all cards whose data fit the criteria you entered in the Personalized Letters window appear in the list with a mark next to them in the Export field.

If you don't want to export the data for a card, click in the Export field next to the card to remove the mark that appears there.

When you’ve marked all cards whose data you want to export, click Export. In the window that appears, select one of the four formats for the file. After you’ve made your selection, click the Save button.

The Save As window appears. Using this window, name the export file that will be created and assign a location to the file. Click OK to create the mail-merge file.

You’re now ready to merge the export file’s data with your word processing software’s documents.