Difference between revisions of "ProDon:Labels or Envelopes Word 2007"

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{{Header_ProDon | | 4.6.5.7 | Nadia Carrier | | 2011/07/19 }}  
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{{Header_TOC}}<br>
  
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<br>
  
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== Introduction  ==
  
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== Introduction ==
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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".
  
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== Master document configuration ==
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In the "Master document management" window, click on [[Image:Button add plus.png]] button.
  
 +
Name the document.
  
 +
Choose the "Client" document type, select the language and choose the wanted merge fields.
  
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== Creating a "Labels" master document ==
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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.
  
 +
'''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 [[ProDon:Master Document Management#Main_Screen|Master document configuration]] of the "Master document management" procedure.
  
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== Creating an "Envelope" master document ==
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== Creating a "Labels" Master Document  ==
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 497px; height: 443px;" class="wikitable"
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|-
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| colspan="2" | [[Image:Labels or envelopes Word 2007 001.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''In the "Mailings" tab of the '''''Word''''' editor, click on "Start Mail Merge".
  
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Select the option "Labels".
  
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{{Footer_ProDon}}
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|}
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 +
<br>
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{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 531px; height: 436px;"
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|-
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| colspan="2" |
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This window opens.
 +
 
 +
|-
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| colspan="2" | [[Image:Labels or envelopes Word 2007 002.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Select the right label vendor.
 +
 
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Choose the right label format.
 +
 
 +
|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''If the label format is not available, it is possible to specify it by clicking on "New label...".
 +
 
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''When the label format is chosen, click on "OK".
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| [[Image:Labels or envelopes Word 2007 003.png]]<br>
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|-
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|
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''"Click on the "Insert Merge Field" button to choose the merge fields that will be on the labels.
 +
 
 +
'''NOTE: '''By clicking on the bottom part of the button, a drop-down list containing the chosen merge fields of the master document configuration appears. By clicking on the top part of the button, a window containing the chosen merge fields of the master document configuration opens.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| cellspacing="1" cellpadding="1" border="1" style="width: 285px; height: 412px;"
 +
|-
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| colspan="2" |
 +
This window opens by clicking on the top part of the button "Insert a merge field".
 +
 
 +
|-
 +
| colspan="2" | [[Image:Labels or envelopes Word 2007 004.png]]
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">H: </span>'''Activate the option "Database Fields".
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">I: </span>'''Choose the fields to insert on the labels. To do so, double-click on each field to insert or select the field, then click on "Insert".
 +
 
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">J: </span>'''When all the fields have been selected, click on "Cancel".
 +
 
 +
| width="50%" |
 +
'''NOTE: '''The fields will be inserted one after the other, unformatted.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 572px; height: 503px;"
 +
|-
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| colspan="2" | [[Image:Labels or envelopes Word 2007 005.png]]
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">K: </span>'''Format the fields (add spaces, "Enter", parentheses, etc. in between the fields).
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">L: </span>'''Click on the "Update Labels" button to insert the merge fields on all the labels.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| [[Image:Labels or envelopes Word 2007 006.png]]<br>
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|-
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|
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The master document is now ready to be used. Save the document by clicking on the "Office Button", then click on "Save".
 +
 
 +
'''CAUTION: '''Do not "Save as" the document, the database automatically provides a location to the master document.
 +
 
 +
|}
 +
 
 +
== Creating an "Envelope" Master Document  ==
 +
 
 +
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 486px; height: 433px;"
 +
|-
 +
| colspan="2" | [[Image:Labels or envelopes Word 2007 007.png]]<br>
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">A: </span>'''In the "Mailings" tab of the '''''Word''''' editor, click on "Start Mail Merge".
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Select the option "Envelopes".
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 346px; height: 506px;"
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|-
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| colspan="2" |
 +
This window opens.
 +
 
 +
|-
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| colspan="2" | [[Image:Labels or envelopes Word 2007 008.png]]
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|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">C:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> Select the envelope format.</span></span><span style="color: rgb(255, 0, 0);">&nbsp;</span>
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Define the wanted font options.
 +
 
 +
|-
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''When the envelope format is selected, click on "OK".
 +
 
 +
| width="50%" | <br>
 +
|}
 +
 
 +
<br>
 +
 
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| [[Image:Labels or envelopes Word 2007 003.png]]<br>
 +
|-
 +
|
 +
'''<span style="color: rgb(255, 0, 0);">F: </span>'''Click on the "Insert Merge Field" button to choose the merge fields that will be on the envelope.
 +
 
 +
'''NOTE: '''By clicking on the bottom part of the button, a drop-down list containing the chosen merge fields of the master document configuration appears. By clicking on the top part of the button, a window containing the chosen merge fields of the master document configuration opens.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 286px; height: 412px;"
 +
|-
 +
| colspan="2" |
 +
This window opens by clicking on the top part of the button "Insert Merge Field".
 +
 
 +
|-
 +
| colspan="2" | [[Image:Labels or envelopes Word 2007 010.png]]
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">H: </span>'''Activate the option "Database Fields".
 +
 
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">I: </span>'''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".
 +
 
 +
|-
 +
| width="50%" |
 +
'''<span style="color: rgb(255, 0, 0);">J: </span>'''When all the fields have been selected, click on "Cancel".
 +
 
 +
| width="50%" |
 +
'''NOTE: '''The fields will be inserted one after the other, unformatted.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| [[Image:Labels or envelopes Word 2007 011.png]]
 +
|-
 +
|
 +
'''<span style="color: rgb(255, 0, 0);">J: </span>'''Format the fields (add spaces, "Enter", parentheses, etc. in between the fields).
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| [[Image:Labels or envelopes Word 2007 012.png]]
 +
|-
 +
|
 +
The master document is ready to be used. Save the document by clicking on the "Office" button, then click on "Save".
 +
 
 +
'''CAUTION: '''Do not "Save as" the document, the database automatically provides a location for the master document.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
<br>
 +
 
 +
{{Footer_ProDon}}<br>

Latest revision as of 07:41, 5 May 2016

Labels or Envelopes Word 2007


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 add plus.png 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 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 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

Labels or envelopes Word 2007 001.png

A: In the "Mailings" tab of the Word editor, click on "Start Mail Merge".

B: Select the option "Labels".


This window opens.

Labels or envelopes Word 2007 002.png

C: Select the right label vendor.

D: Choose the right label format.

E: If the label format is not available, it is possible to specify it by clicking on "New label...".

F: When the label format is chosen, click on "OK".


Labels or envelopes Word 2007 003.png

G: "Click on the "Insert Merge Field" button to choose the merge fields that will be on the labels.

NOTE: By clicking on the bottom part of the button, a drop-down list containing the chosen merge fields of the master document configuration appears. By clicking on the top part of the button, a window containing the chosen merge fields of the master document configuration opens.


This window opens by clicking on the top part of the button "Insert a merge field".

Labels or envelopes Word 2007 004.png

H: Activate the option "Database Fields".

I: Choose the fields to insert on the labels. To do so, double-click on each field to insert or select the field, then click on "Insert".

J: When all the fields have been selected, click on "Cancel".

NOTE: The fields will be inserted one after the other, unformatted.


Labels or envelopes Word 2007 005.png

K: Format the fields (add spaces, "Enter", parentheses, etc. in between the fields).

L: Click on the "Update Labels" button to insert the merge fields on all the labels.


Labels or envelopes Word 2007 006.png

The master document is now ready to be used. Save the document by clicking on the "Office Button", then click on "Save".

CAUTION: Do not "Save as" the document, the database automatically provides a location to the master document.

Creating an "Envelope" Master Document

Labels or envelopes Word 2007 007.png

A: In the "Mailings" tab of the Word editor, click on "Start Mail Merge".

B: Select the option "Envelopes".


This window opens.

Labels or envelopes Word 2007 008.png

C: Select the envelope format. 

D: Define the wanted font options.

E: When the envelope format is selected, click on "OK".



Labels or envelopes Word 2007 003.png

F: Click on the "Insert Merge Field" button to choose the merge fields that will be on the envelope.

NOTE: By clicking on the bottom part of the button, a drop-down list containing the chosen merge fields of the master document configuration appears. By clicking on the top part of the button, a window containing the chosen merge fields of the master document configuration opens.


This window opens by clicking on the top part of the button "Insert Merge Field".

Labels or envelopes Word 2007 010.png

H: Activate the option "Database Fields".

I: 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".

J: When all the fields have been selected, click on "Cancel".

NOTE: The fields will be inserted one after the other, unformatted.


Labels or envelopes Word 2007 011.png

J: Format the fields (add spaces, "Enter", parentheses, etc. in between the fields).


Labels or envelopes Word 2007 012.png

The master document is ready to be used. Save the document by clicking on the "Office" button, then click on "Save".

CAUTION: Do not "Save as" the document, the database automatically provides a location for the master document.



Document name: ProDon:Labels or Envelopes Word 2007


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