How To Create MS Word Vista/2007 File Folder Labels

 

 

 Tabbing will take you sequentially through data entry.

1.  Click from the menu bar.

2.  Click   from the menu.

3.  Click the button.

4.  Select Document Style as Label Template from the list.

 

5.  Select a Default Printer from the list..

 

6.  Give document a Name and Description.

7.  Click the button.

8.  In Word, the mail merge header should be displayed.

If not , click the tab to display the mail merge tool bar.

9.  Click the button in the Start Mail Merge section.

10.  Select Labels from the list to display the Label Screen.

11.  Select the Printer Information.   Continuous-Feed printers do not work with CollectMax Labels.  So, select the Page Printers.  Next, select the Tray Options that work for the printer that will printing the labels.

12.  Select the Label Vendor/Manufacturer and Product Number of the labels purchased to use with CollectMax.

If the File Label is not listed or a custom label is preferred or to customize the existing label, click the button to display the Label Details Screen.

 

Select the Label Name and adjust the margins.  Click the button to be taken back to the Label Options Screen.

13. Click the tab to display the mail merge tool bar.

 

14.   From the Start Mail Merge Section, click the button.

15. Select Use Existing List from the menu list.

16. In the Select Data Source Browse Window,  Click My Computer or Computer.  Find and double click the C: drive.   On the right-side select the JSTEMP directory/folder.  

17.  Open the JSTEMP directory/folder.  Select the CMWINVAR data source and click the button.

18.  In the Write & Insert Field Section,

click the button.

19.  Click to Insert the merge fields. These merge fields will correspond to the label definition variables.   Insert the Lines in order.

        

Once the first line is inserted, select the location of the second line by entering, tabbing or spacing.   Enter as many lines as needed.

20. Once all lines are entered and put in the proper location on the label, click the button to insert the fields into all labels.

21. If the or are not available, click the button and check the box to select the first line in the recipients grid.  Then go back to step 22 or 23.   

22. Select the tab to display the JST buttons.

23. Click the button to be taken back to CollectMax.

 GENERATING FILE FOLDER LABELS

1.  Click   from the menu bar.

2.  Click LABEL DEFINITION.

3.  Select  FILE FOLDER LABELS.

4.  Click  the button.

5.  Enter a NAME  and  DESCRIPTION .

6.  Click in the LABEL LINE 1 field.

7.  Select a variable from the list to insert on label line.   

      I.E.      Line 1        DENAMEL1

8.  Repeat steps 6-7 for additional label lines.

9.  Click the   button.

10.  Click the button.

 GENERATING FILE FOLDER LABELS

1.  Click on the button from main menu of CollectMax.

2.  Click on tab.

3.  Enter the FILE OPENING DATE RANGE.  Click in the text box and enter date or click on the and select date from calender.  

4.  Enter the ACCOUNT NUMBER RANGE.  Click in text box and enter range or type. Enter * for all debtors.

5.  Enter the STATUS CODE RANGE.  Click in text box and enter range or enter * for all status codes.

6.  Select a PRINT LIST.  Click the button and select print list.

7.  Enter the LABEL DEFINITION.  Click the button and select label definition.

8.  Click the box to Suppress Blank Lines on the Label.

9. Choose the PRINTING OPTIONS.  Click button for 1 label per account or 1 label per claim.  

For the Action Item selection criteria, see Mass File Label Action List Selection a Version 7 Feature.

10.  Click the button.

11.  Click the button when message box tells you the number of labels generated.

12.  Click the button.   

 PRINTING FILE FOLDER LABELS

1.  At main menu in CollectMax, click the button.

2.  Select the PRINT LIST you sent the labels to.

3.  Click the button.

4.  Make sure the correct label template is selected.  If not, click the button and select correct template.

Select to sort by Zip Code or Label Line 1.    Click the button to select a different printer.

5.  Click the button.

6.  You will then see a print confirmation window. If labels printed correctly, click the button.  Print List will then be purged.


Note: The Print List will be purged after the
button has been clicked.

7.  Click the button to return to the main menu screen.