To find the Review Cards Before Exporting window
- Click Create Personalized Letters in the Card File Command Center.
- The window that appears is determined by whether or not you marked the Reports & Forms preference Always Display Advanced Filters Before Sending Forms:
- If you haven't marked the preference, the Review Cards Before Exporting window appears.
- If you've marked the preference, the Advanced Filters windows appears. Make the appropriate selections in the Advanced Filters window and click OK to display the Review Cards Before Exporting window.