Difference between revisions of "ProDon:Labels or Envelopes Word 2002-2003"
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== Introduction<br> == | == Introduction<br> == | ||
− | This procedure explains the steps to create a labels or envelopes master document. | + | This procedure explains the steps to create a "labels" or "envelopes" master document. |
− | <br> | + | <br> |
== Master Document Configuration<br> == | == Master Document Configuration<br> == | ||
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In the "Master document management" window, click on [[Image:Button add plus.png]] button. | In the "Master document management" window, click on [[Image:Button add plus.png]] button. | ||
− | Name the document. | + | Name the document. |
Choose the "Client" document type, select the language and choose the wanted merge fields. | Choose the "Client" document type, select the language and choose the wanted merge fields. | ||
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When the master document is configured, click on the [[Image:Bouton Ouvrir Editeur.png]] button, then open the document in the editor. | When the master document is configured, click on the [[Image:Bouton Ouvrir Editeur.png]] button, then open the document in the editor. | ||
− | '''NOTE:''' If the option "Use a document by language" was chosen, a button for each language | + | '''NOTE:''' If the option "Use a document by language" was chosen, a button for each language is available. |
− | For more information concerning the master document configuration, consult the section | + | For more information concerning the master document configuration, consult the section [[ProDon:Master Document Management#Main_Screen|master document configuration]] of the "Master document management" procedure. |
<br> | <br> | ||
− | <br> | + | <br> |
== Creating a "Labels" Master Document <br> == | == Creating a "Labels" Master Document <br> == | ||
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| colspan="2" | [[Image:Labels or envelopes Word 2002-2003 005.png]]<br> | | colspan="2" | [[Image:Labels or envelopes Word 2002-2003 005.png]]<br> | ||
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| colspan="2" | [[Image:Labels or envelopes Word 2002-2003 006.png]]<br> | | colspan="2" | [[Image:Labels or envelopes Word 2002-2003 006.png]]<br> | ||
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== Creating an "Envelope" Master Document == | == Creating an "Envelope" Master Document == | ||
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| colspan="2" | [[Image:Labels or envelopes Word 2002-2003 011.png]] | | colspan="2" | [[Image:Labels or envelopes Word 2002-2003 011.png]] | ||
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'''CAUTION:''' Do not "Save as" the document, the database automatically provides a location to the master document. | '''CAUTION:''' Do not "Save as" the document, the database automatically provides a location to the master document. | ||
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Latest revision as of 07:41, 5 May 2016
Labels or Envelopes Word 2002-2003 |
Introduction
This procedure explains the steps to create a "labels" or "envelopes" master document.
Master Document Configuration
From the software home page, click on the "Mailings" menu, then select "Master documents".
In the "Master document management" window, click on button.
Name the document.
Choose the "Client" document type, select the language and choose the wanted merge fields.
When the master document is configured, click on the button, then open the document in the editor.
NOTE: If the option "Use a document by language" was chosen, a button for each language is available.
For more information concerning the master document configuration, consult the section master document configuration of the "Master document management" procedure.
Creating a "Labels" Master Document
|
A: In the Word editor, click on the button to choose the document type. |
This window opens. |
|
B: Select "Labels" as "Main Document Type", then click on "OK" to determine the label format. |
|
G: Click on the button to select the merge fields that will be on the labels. |
| |
K: Format the fields (add spaces, "Enter", parentheses, etc. in between the fields). |
L: Click on the button so that the merge fields are inserted on all the labels. |
Creating an "Envelope" Master Document
A: In the Word editor, click on the button to choose the document type. |
This window opens. |
B: Select "Envelopes" as "Main Document Type", then click on "OK" to determine the envelope format. |
This window opens. | |
C: Select the envelope format. |
D: Define the wanted font options. |
E: When the envelope format is selected, click on "OK". |
F: Click on the button to choose the merge fields that will be on the envelope. |
G: Activate the option "Database Fields". |
H: Choose the fields to insert on the envelope. To do so, double-click on each field to insert or select the field, then click on "Insert". |
I: When all the fields have been selected, click on "Cancel". |
NOTE: The fields will be inserted one after the other, unformatted. |
J: Format the fields (add spaces, "Enter", parentheses, etc. in between the fields). |
The master document is ready to be used. Save the document by clicking on the "File" menu, then on "Save". CAUTION: Do not "Save as" the document, the database automatically provides a location to the master document. |
Document name: ProDon:Labels or Envelopes Word 2002-2003