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Data under control

sort, filter and correct records, pick the sheet in Excel workbooks; “page 1 of 2” restarts for each record

Open menu with an arrow and frame on the entry for “Data under control”

Where to find itData › Data merge

You sort, filter and correct records in the data panel before output. For an agency mailing, you can review a subset and choose the relevant sheet in an Excel workbook. The preview provides sample values for fields and helps locate records with problems. Merge page numbering restarts for each record, giving each two-page mailing its own page references.

How to do it

  1. Open «Data» › «Data merge» and load the list.
  2. For Excel, select the required worksheet.
  3. Sort or filter records and check the preview.
  4. Use «Next with a problem» to inspect reported records.