Creating an Envelope with an InterAction Contact

Microsoft® Word® allows you to create and print envelopes using address data from InterAction® contacts. You can search various lists and work on behalf of another user if needed. The process involves selecting a contact from the Find Contact dialog, choosing the appropriate address, reviewing/editing envelope details, and then transferring the information into your document.

Microsoft® Word® offers an option for creating and printing envelopes. For added convenience, you can also look up an InterAction® contact and generate the envelope using the contact’s address. You can search the following lists:

• My Contacts for yourself and for any individuals for whom you serve as a proxy
• The Firm List
• Marketing Lists
• Working Lists
• Contacts in InterAction Matters, InterAction Opportunities, or InterAction Engagements, if your organization has licensed any of these InterAction modules.

The Envelope button is available from both the Mailings and InterAction ribbon in Word.

Create an Envelope From an InterAction Contact

1. Open the Find Contact Dialog: In Microsoft® Word®, select the Envelope button located on the InterAction group of the Mailings tab. The Find Contact dialog box will appear.

2. Work on Behalf of Another User (Optional): If you need to work on behalf of another user, choose that user’s name from the Search on behalf of list.

   When acting on behalf of another user, the available lists (e.g., My Contacts) will reflect that user's contacts instead of your own.

3. Choose the Contact List to Search: Select the appropriate tab for the list(s) you want to search.
   If you need to change the version of the data to insert (your version or the firm's version), click Actions > Preferences and select the corresponding radio button.

   For more details, see Selecting the Contact Data to Use. The language-specific option does not apply when creating an envelope.

4. Search for the Contact: Enter the search criteria for the contact and click Search.

   Depending on the tab selected, additional options may be available (e.g., selecting a specific category in My Contacts or a contact type in the Firm List). For more information, see Entering Search Criteria in the Find Contact Dialog Box.

5. Select the Contact and Address:
   1. From the search results, select the desired contact. The contact’s addresses will appear in a box on the right.
   2. Choose the specific address you want to use, and click OK.
   3. (Optional) You can adjust which addresses are displayed by modifying the settings in Selecting the Contact Data to Use.
6. Review and Edit Envelope Addresses:
   1. Review the Return Address and Send To address. Make any necessary changes and then click OK.
   2. The Return Address is typically based on the address for the contact that represents you (or the person for whom you are a proxy).
   3. If you have multiple addresses, you can select a different one from a drop-down list.
7. Preview and Customize the Envelope: The envelope will be previewed in the Microsoft® Word® Envelopes and Labels dialog box. You can modify standard Word options (such as envelope size or fonts) as needed. For details, refer to Microsoft® Word® Help.

Finding the Contact and Address for an Envelope or Label

• [A] Choose the type of list to search.
• [B] The name fields are consistent across the four main tabs.
• [C] Additional search options vary depending on the list you are searching.
• [D] Search results appear in a grid. Select the desired contact from the list.
• [E] The contact’s addresses are displayed. Select the address to use on the envelope, then click OK.

Entering Return Address Information

1. [A] Select the person for whom you are a proxy (if applicable).
2. [B] Select the return address you want to use from this list. You can also edit the text in the box directly.
3. [C] If necessary, edit the address for the contact.
4. [D] Click OK.

Completing the Envelope in Microsoft® Word®

Select the Add to Document button to transfer the address information into the document.