Start a conversation

Documents and Lists

Answers to questions about fixing documents and lists that Customer Support has received over the years.

  • Export a CSV file from the ACT database

    To export a CSV file from the ACT database: Open the ACT database that contains the contacts you want to export. If you do not want to export the entire database, perform a look up of the contacts tha...

  • Export a CSV file from Outlook

    To export a CSV file from MS Outlook: Open MS Outlook. Select Import and Export from the File menu. When the wizard opens, select Export to a File and click the Next button.  Select Comma separated va...

  • Embed Fonts into an MS Word Document

    Fonts that are unsupported by the Click2Mail system will typically (not always!) print if they are embedded into the document.  One quick and fairly reliable way to embed fonts into a document is to c...

  • Disappearing Zeroes

    Some lists will have ZIP Codes or other fields containing numbers and Excel will try its hardest to remove the leading zeroes when you convert the file to a .csv or upload it to Mailing Online.  To pr...

  • Convert an Unprotected PDF document to MS Word document

    The manner in which  you can convert a PDF to Word depends on the manner in which the document is protected.  If the document is not protected, you can use this process to copy unformatted text into a...

  • Convert a .txt file to .csv

    To convert a .txt (text) file to a .csv (comma separated value) file that can be opened in Microsoft Excel, follow these steps: 1.  Open the .txt file. 2.  Click File and then click Save As. 3.  In th...

  • Change Text Case

    Microsoft Excel has the following three worksheet functions that you can use to change text case: LOWER - Converts all uppercase letters in a text string to lowercase. UPPER - Converts all lowercase l...

  • Accent Marks in a Mailing List

    If you need to have accent marks in a mail merge field, ensure that the mailing list is in Excel format. If it is in csv format, the accent marks will get stripped out and not appear correctly. Exampl...