Create The Source File

The main task of this application is creating the source file so the special add-in in MS Word can proceed with sending the e-mail to selected recipients or design the envelop or the labels.

There is two option of creation such source file.

The quick procedure requires selecting the recipients from all existing records that are displayed in the [Recipient Table]. You can make it by checking [Select/Deselect All (Ctrl+Space] button what will select all existing rows in the table. the other way to do it with the easy steps is select the rows one by one in the table by checking the checkbox field that is on beginning of the row. You can select only the rows of your choice and when is ready create the source file with them

the other main option involves the Data Filter. With data Filter you can collect the rows that you really need in the Filter Table then transfer them to the Recipients Table with or without additional selection form display collection. With the filter you will make much less mistakes and choose the recipients that you really want to address to.

For more information read the [Operate Filter] and its associated topics

[Assign Filter Parameter]
[Create Filter Results]
[Filter By Type Of Email] could me important in the case where you find the multiply inputs of the same names

also should read:

When the rows in the [Recipient Table] are checked for the Source processing the click of the Source Button will begin the process of storing the Source File in its directory.

[Source Setup] topic is covering the procedures in details

Return - How To Proceed

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