Download Series Operator`s Guide

Transcript
To export the Excel
spreadsheet as a CSV, do the
following.
1.
2.
3.
4.
5.
Click the File Menu.
Choose Save As
Change the Save As
Type drop down
menu to CSV.
Name your CSV file
Select a location, and
choose Save
Step 3:
Now that we have our CSV
file all set, lets Merge it with
our STD File.
In SureThing, click the Insert
Menu, and choose Insert
Merge Field.
The Insert Field Dialog
appears.
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