PREPARING A MAIL MERGE DOCUMENT USING EXPORTED ACCUGLOBE DATA

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PREPARING A MAIL MERGE DOCUMENT USING EXPORTED
ACCU-GLOBE DATA

• COMPUTER MUST HAVE WORD INSTALLED
• COMPUTER MUST HAVE EXCEL INSTALLED

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• FIND THE PARCEL IN QUESTION
• MAKE SURE THAT PARCEL LAYER IS ACTIVE
  (HIGHLIGHTED)
• SELECT THE PARCEL, USING ONE OF THE MANY
  SELECTIONS TOOLS
• PARCEL WILL HIGHLIGHT AND DISPLAY OWNER
  INFORMATION AT THE BOTTOM OF THE SCREEN

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PERFORM THE VARIOUS TYPES OF SELECTIONS TO CREATE
A LIST OF PARCELS THAT WILL BE USED FOR THE
MAILING LIST

• SELECT BY LINE, RECTANGLE, CIRCLE, POLYGON, OR
  BUFFER DISTANCE

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SELECTION USING BUFFER TOOL

• TYPE IN A BUFFER DISTANCE, IF YOU WANT TO SELECT
  PARCELS A CERTAIN DISTANCE FROM YOUR PARCEL, IN
  THIS CASE 150 FT FROM OUR PARCEL
• CLICK BUFFER
• THE BUFFER WILL DRAW AND A LIST WILL BE CREATED
  WITH ALL OF THE HIGHLIGHTED PARCELS

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• EXPORT DATA
• GO TO FILE EXPORT DATA AS
• EXPORT MAIL 1, MAIL 2, MAIL 3, MAIL 4, AND
  ZIPCODE

CHOOSE A FOLDER TO EXPORT DATA TO, CLICK OK
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• OPEN MICROSOFT EXCEL
• GO TO DATA IMPORT EXTERNAL DATA IMPORT DATA

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• TEXT IMPORT WIZARD WILL OPEN
• STEP 1, DATA IS DELIMITED

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• STEP 2, DATA IS COMMA DELIMITED
• STEP 3, CLICK FINISH

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• STEP 4, IMPORT AS A NEW WORKSHEET

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• CLEAN THE RAW DATA TO CREATE THE FINAL MAILING
  LIST

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• DATA CLEANED, FINAL MAILING LIST

• SAVE THE MAILING LIST

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• OPEN MICROSOFT WORD
• GO TO TOOLS LETTERS AND MAILINGS MAIL MERGE

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• MAIL MERGE WIZARD WILL OPEN, CHOOSE EITHER
  LETTERS OR ENVELOPES AS THE DOCUMENT TYPE
• I CHOOSE TO CREATE A STANDARD SIZE 10 ENVELOPE
• STEP 3 OF 6, SELECT RECIPIENTS, SELECT USE AN
  EXISTING LIST, CLICK BROWSE

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• BROWSE TO THE SAVED MAILING LIST, AND OPEN IT
• SELECT THE WORKSHEET THAT CONTAINS THE MAILING
  LIST

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• STEP 4 OF 6, ARRANGE YOUR ENVELOPE
• CLICK ADDRESS BLOCK AND MATCH FIELDS

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• STEP 4 OF 6, ARRANGE YOUR ENVELOPE

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• STEP 5 OF 6, PREVIEW YOUR ENVELOPE

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• STEP 6 OF 6, COMPLETE THE MERGE
• CHOOSE THE OPTION, EDIT INDIVIDUAL ENVELOPES

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• MERGE ALL RECORDS TO A NEW DOCUMENT

• EDIT INDIVIDUAL ENVELOPES AS NEEDED

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SAVE THE ORIGINAL WORD DOCUMENT AS AN ENVELOPE
TEMPLATE TO BE USED WITH ALL FUTURE MERGES