To locate a document ID, locate a job that utilizes the document in Projects. Click the three dot menu icon to expand the action menu and click "View Details". The document ID will be displayed under Advanced Details, along with other key IDs related to the job.

To convert a .txt (text) file to a .csv (comma separated value) file that can be opened in Microsoft Excel, follow these steps: 1. Open the .txt file. 2. Click "File" and then click "Save As". 3. In the File Name field, add ".csv" to the end of the current file name. 4. Click "Save". 5. The file will be saved to the location selected in step 3. If you have any additional questions, please contact Click2Mail Customer Support at 866-665-2787 or support@click2mail.

To export a CSV file from the ACT database: Open the ACT database that contains the contacts you want to export. If you do not want to export the entire database, perform a look up of the contacts that you want to export. Choose the File menu. Point to Data Exchange and click Export.  The Export Wizard displays. In the File type list box, select Text - Delimited. Click the Browse button next to Filename and Location.

When formatting the self mailer, the middle third of the last even numbered page should be left blank for mailing information. The self mailer with message on address panel allows user to include content on the left half of the middle third of the last even numbered page. The mailing information is printed on the right hand side and that area should be left blank.

Letter sized documents should be in portrait orientation. The exception to this is brochures, which should be in landscape orientation.

The manner in which you can convert a PDF to Word depends on the manner in which the document is protected. If the document is not protected, you can use this process to copy unformatted text into a Word document. 1. Open the PDF. 2. Click Text on the toolbar. 3. Highlight the text you want to copy. To select all the text, hit Ctrl + A. 4. Press Ctrl + C to copy the selected text.

Microsoft Excel has the following three worksheet functions that you can use to change text case: LOWER - Converts all uppercase letters in a text string to lowercase. UPPER - Converts all lowercase letters in a text string to uppercase. PROPER - Capitalizes the first letter in a text string and any other letters in text that follow any character other than a letter. Converts all other letters to lowercase letters.

Using Adobe InDesign Templates This is a quick guide to using the Industry Specific Adobe InDesign templates. The templates come with placeholder text and images, therefore all that needs to be done is to replace the placeholders with your own text and images. Opening the Template and View Settings Once the InDesign templates are downloaded you can open your template file by double-clicking the .indd file. NOTE: Once the template is open, you may notice that some of the help text is hard to read or blurry.

For one formatting reason or another, you may discover there are extra spaces in the cells of your Excel mailing list. This creates a displeasing appearance in the recipient address block and while populating mail merge fields. You can remove those extra spaces by using the TRIM function in Excel. To remove the extra spaces preceding the data in a cell, enter the trim formula in the destination cell.

Fonts that are unsupported by the Click2Mail system will typically (not always!) print if they are embedded into the document. One quick and fairly reliable way to embed fonts into a document is to convert it to a PDF. If you do not have a PDF converter, you can still embed most fonts into a MS Word document if they are TrueType fonts and if they aer available for embedding.

To export a CSV file from MS Outlook: Open MS Outlook. Select Import and Export from the File menu. When the wizard opens, select Export to a File and click the Next button.  Select Comma separated values (Windows) and click the Next button. Select the Contacts folder you would like to export your file and click the Next button. Enter a filename and a place to save the file (for example: contacts.

You can now merge documents of the same product type together in Click2Mail MOL Pro, but there may be a reason you'd like to combine two PDFs together before you use them for a mailing. Combining two (2) .pdf files into one (1) file requires having the full version of Adobe Acrobat. If you don't have the full version, e-mail the files to the Click2Mail Customer Support at support@click2mail.com and we will combine the files for you.

If you need to have accent marks in a mail merge field, ensure that the mailing list is in Excel format. If it is in csv format, the accent marks will get stripped out and not appear correctly. Example: Séjour linguistique, préparation et conseils. 

If these instructions don't match the version of Microsoft Publisher installed on your machine, you may want to try using Google to find more appropriate directions. By default, publisher will save your file as an 8.5” x 11” document. This is inconvenient if you are trying to save it as a 4.25” x 6”, 5” x 8” or other sized document. Follow these steps to publish a properly sized document.

1. Open Microsoft Excel. 2. Click File and Open. 3. Browse to the location where the DBF file is stored. From the Save As Type field, select All Files. 4. Click Open. 5. The document will be opened in Excel. 6. If desired, save the file as a Microsoft Excel or .csv file. Click File and Save As. 7. From the "Save as Type" field, select Microsoft Excel. Click Save 

MS Word is automatically configured to capitalize sentences. The easiest way to correct this is by hitting CTRL+Z (undo) to change the capital back to lower case. 

Some lists will have ZIP Codes or other fields containing numbers and Excel will try its hardest to remove the leading zeroes when you convert the file to a .csv or upload it to Mailing Online. To prevent that from happening, follow these steps. 1. While your list is open in Excel, click File and Save As. 2. Save the file as a Text (Tab delimited) file. 3. Close the original file.

Below is a list of the maximum page limit for the following products: Booklet Self Mailer 8.5 x 11 - 12 double-sided pages Booklet 8.5 x 11 - Address Back Page - 56 double-sided pages Booklet 8.5 x 11 - Address Front Page - 56 double-sided pages Letter 8.5 x 11 - 47 singled-sided pages or 94 double-sided pages *(Flat Envelope must be selected if there are over 5 single-sided pages or 10 double-sided pages)