DOCMAIL: ADVANCED USER GUIDE - …

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1Need help? Call: 01761 409701 / 409702DOCMAIL: ADVANCED user GUIDEVersion August 20172Need help? Call: 01761 409701 / 409702CONTENTSWelcome to docmail 4 Navigating around docmail 4Overview of the docmail main page 6Library 7 Document library 8 Create / Edit Document 9 Backgrounds 13 Mail Packs 13 Create / edit mail pack 13 Address Lists 15 Adding addresses 16 Validate addresses 20 Correcting addresses 21 Account Merge Tags 25 Import mapping 26Create a mailing 28 Mailing options 29 Add a document 30 Creating Greetings Cards/Post cards/Envelopes 34 Designing Greetings Cards 35 Designing Post cards 39 Designing outer envelopes 43 Data Intelligence 46 Add addresses 47 Import and validate addresses 53 Correcting addresses 54 Print and Post 56 Envelope Preference 56 Outer envelopes 56 Returns 57 Address panels 57 View Proof 58 Payment 59Admin

1 01761 409701 409702 DOCMAIL: ADVANCED USER GUIDE Version 2.6 August 2017

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