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Use Maintenance > Maintenance Map (AO) > Documents > Mailing Settings to define your document mailing settings.

The default paths for files used in the system are stored in the *.ini file. These paths can be changed.

 

To define document mailing settings
  1. Select Maintenance Documents > Mailing Settings on the main menu (AE) or Maintenance > Maintenance Map Documents > Mail Settings. The Mailing Settings page opens.

  2. Enter your practice’s Billing Startup Path.
    or
    Click the ellipse button and browse to the correct location using the Browse for Folder window. Click OK to select the location.

  3. The Templates Path field defines where your practice’s document templates are stored. Enter your practice’s Templates Path.
    or
    Click the ellipse button and browse to the correct location using the Browse for Folder window. Click OK to select the location.

  4. Enter your Document Startup Path.
    or
    Click the ellipse button and browse to the correct location using the Browse for Folder window. Click OK to select the location.

  5. Enter the Mailing Salutation you would like to use. This will be the basis on which the contact's salutation is created from the available contact name fields.
    Example: [FN]

  6. Enter the Mailing Name you would like to use. This will be the Prefix, First Name, Middle Name and Last Name formats.
    Example: [PR][FN-1/1][MN-1/1][LN]

  7. Enter the Mailing Initials you would like to use. This will be the additional algorithm used in preference to the standard.
    Example: [FN-1/1][LN][Esq]

  8. Enter the Mailing Formal Name you would like to use. This will be the additional algorithm used in preference to the standard.
    Example: [PR][FN-1/1][MN-1/1][LN]

  9. Enter the Mailing Name Separator you would like to use. This key determines the character that is used as the name or initial separator. The most commonly used are a full-stop or space.
    Example: [.]

  10. Click OK to save the changes and close the Mailing Settings page.