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User Manual

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Getting StartedIn the Open Setup window, you can select options to automatically proceed withspecific functions of a mailing (the core options of optimizing, validating, findingduplicates, and presorting). For the purposes of this tutorial, we will perform thesesteps manually, however. Let's continue!• Check the following boxes and review the explanation of each:• Use Header - Check this box to use an existing Header Record (typically the firstrecord in an Input File) as field names in the SmartAddresser 5 Database. Thisrefers to the Auto Field Maps table to determine recognized header recordfield names. Unrecognized names will not be used for default SmartAddresser5 functions.TIP!SmartAddresser 5 uses a table found in the Properties window(File>Properties>Fields) called the Auto Field Maps table to determine whatfields are recognized by the software. If your header record contains arecognized field name, then the corresponding SmartAddresser 5 field will beautomatically assigned when checking the Use Header box. This is important! Ifyour header record uses an unconventional name (mail_add1, for example),then SmartAddresser 5 will not recognize the field, instead calling it"mail_add1" and ignoring it. Since SmartAddresser 5requires the address to bein the field called "address", and your field map did not includeaddress, SmartAddresser 5 creates the address field and uses it by default. Thesoftware then validates this address field, not your original mail_add1. This iswhen the Auto Field Maps window becomes very useful. For this example,15

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