See video tutorial ADDRESS ENVELOPES
In correspondency view click on 
icon from upper toolbar to open a serial correspondence wizard
In opened window choose "Address envelopes" and click next
Pic. 1 Window shows first step in envelopes addressing
In next window choose the source of data. Four options are available here:
| • | selected clients - envelopes will be addressed only to clients marked in "X" column in the client's view |
| • | renewal - envelopes will be addressed only to clients with policies with renewal date between chosen time range |
| • | payments - only to clients which are to pay an installment within chosen time range |
| • | filtered policies - envelopes will be addressed only to clients with policies previously filtered in the view of policies |
Pic. 2 Second step in envelopes addressing
After clicking "Next" button you may choose an envelope size. You may also modify what is to be printed on the envelopes - click "edit envelope template" to choose font sizes and envelope dimensions. Click "next" button.
Pic. 3 Third step in preparing to address envelopes
In next window you may choose time range (only if previously you have chosen "renewal" or "payment") Beside the time range you may also filter data by Insurance Company and/or the name of agent. Press "Next" button to start generating envelopes.
The left side of your screen shows names of your clients that met selected criteria. By selecting one of the names you may see a view with addressed envelope. You may print all records by clicking on PRINTER icon in upper toolbar.
Pic. 4 Window showing addressed envelopes ready to print
Practical example: Address envelopes to all clients which need to renew their policies within chosen time range
Solution: Click on 
icon in left menu. Then in opened view click on icon from upper toolbar. A correspondency wizard will open. Choose "Address envelopes" and click NEXT button. Choose source of data - "Renewals" cna click NEXT. Select proper size for your envelopes and click NEXT. Now choose time range for data filtering eg. from 01.04.2006 to 01.05.2006. As a result of your action a list of clients that met chosen criteria will be displayed.
Click 
icon to print the envelopes.