I've sorted my letters by Postal Code, but they are not exporting that way.

On step 2: Document Options of the Create Documents process, there is a section called File Management.  In that section is a field called Combine Documents - Sort By.  This field typically defaults to Sort Name.  This causes the letters to be exported out in alphabetical order by last name.  You do have the option to change it to Postal Code so the letters will export out in numberical order by Postal Code.  This can make it easier if you need to handle the mailing of different postal codes differently.

Currently if you just the Postal Code option it does not sort the letters correctly.  You will get the letters, just not in order by postal code.

When sorting by postal code, eTapestry first sorts by country to appropriately group correspondence for international mailings. If an account appears out of order that means they do not have a country assigned to them. Once you assign a country to those accounts, the sort will work as expected.

Steps to Duplicate

  1. Use/Create a query that pulls accounts that live in multiple postal codes
  2. Click Communications on the menu bar
  3. Select a category
  4. Click the Create Documents link below a template that you know contains the Postal Code merge tag
  5. Set the Category/Query
  6. Click Next to go to step 2: Document Options
  7. Select PDF
  8. Enter a File Name
  9. Set the Combine Documents: Sort By field to Postal Code
  10. Select One Document Per Account for the Grouping
  11. Click Next to go to step 3: Delivery
  12. Select Download Documents
  13. Click Next to go to step 4: Tracking
  14. Click next to move on to step 5: Preview/Run
  15. Click Run
  16. Open the PDF file
  17. Notice the postal code on each letter and that the letters are not in order by postal code

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