Configuring or changing the CU·Documents directory paths and print order

Menu 10.7.85

Use this option to set the paths where you store CU·Document letters/notices, the order to print them in, and whether to include or exclude trailing spaces.

To configure or change the CU·Documents directory paths and print order:

1. From the Master menu, navigate to Management Strategy > Correspondence > CU·Documents Setup (menu 10.7.85).
2. In the CU·Documents Word Integration Setup screen, under the Path to CU*Documents Directory (for Workstations), type, or change, the path to the workstation root directory, and press Enter.
3. Under the Path to CU*Documents Archive Directory (for Workstations), type the path to the workstation archive directory, and press Enter.
4. Under the Path to Application (for Workstations), type the path to the workstation application, and press Enter.
5. Under the Path to CU*Documents Directory (from Server), type the path to the root directory from the server, and press Enter.

6. Under the Path to CU*Documents Archive Directory (from Server), type the path to the archive directory from the server, and press Enter.

   

7. At the CU*Documents sorting option for Multiple-letter print requests prompt, do one of the following:
   • To sort and print the letters/notices by letter ID and then by customer, press Enter.

   • To sort and print the letters/notices by customer and then by letter ID, type 2, and press Enter.

     

8. At the Trim trailing spaces on each merge field prompt, do one of the following:
   • To delete any trailing spaces located at the end of a merge field, type Y, then press Enter.

   • To keep the trailing spaces at the end of a merge field, type N, and press Enter.

     

9. At the OK to File? prompt, do one of the following:
   • To save the screen, press Enter.
   • To exit the screen without saving, type N, and press Enter.