Difference between revisions of "ProDon:Labels or Envelopes Word 2002-2003"

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== Creating an "Envelope" Master Document  ==
 
== Creating an "Envelope" Master Document  ==
  
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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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Revision as of 14:06, 16 August 2012

Template:Header ProDon

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 2002-2003 001.png

A: In the Word editor, click on the Button Main document setup.png button to choose the document type.


This window opens.

Labels or envelopes Word 2002-2003 002.png

B: Select "Labels" as "Main Document Type", then click on "OK" to determine the label format.


This window opens.

Labels or envelopes Word 2002-2003 003.png

C: Choose the label product.

D: Choose the 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 selected, click on "OK".


Labels or envelopes Word 2002-2003 004.png

G: Click on the Button Insert merge field.png button to select the merge fields that will be on the labels.


Labels or envelopes Word 2002-2003 005.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 2002-2003 006.png

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

L: Click on the Button propagate labels.png button so that the merge fields are inserted on all the labels.


Labels or envelopes Word 2002-2003 007.png

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.


Creating an "Envelope" Master Document

Labels or envelopes Word 2002-2003 001.png

A: In the Word editor, click on the Button Main document setup.png button to choose the document type.


This window opens.

Labels or envelopes Word 2002-2003 008.png

B: Select "Envelopes" as "Main Document Type", then click on "OK" to determine the envelope format.


This window opens.

Labels or envelopes Word 2002-2003 009.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 2002-2003 010.png

F: Click on the Button Insert merge field.png button to choose the merge fields that will be on the envelope.


Labels or envelopes Word 2002-2003 011.png

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.


Labels or envelopes Word 2002-2003 012.png

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


Labels or envelopes Word 2002-2003 013.png

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

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