How To Create MS Word XP/2003 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, look for MAIL MERGE TOOLBAR. If tool bar is not available, go to from the menu bar, select TOOLBARS, and MAIL MERGE from the drop down menus.

9.  Find the MAIN DOCUMENT SETUP icon on MAIL MERGE TOOLBAR, (usually first icon on left). Click on icon.

10.  Change or Select NORMAL WORD DOCUMENT .

11.  Click the button.

12.  Click on Tools, Letters and Mailings and Mail Merge.

13. On the MAIL MERGE WIZARD, select Labels.

14.  At the bottom of the Wizard after selecting Labels, click the    hyperlink to go to Step 2.

15. Click   in the middle of the wizard to display the Label Options screen.

If the label is not listed or to create a custom sized label, click the button to create a custom label.

Enter the new label name and margins.  Click the button to continue.

16. Select the Printer information.   CollectMax does not work with Dot Matrix Printers.  So, select Laser and ink jet and the tray the labels should print from on the printer that will be used to print labels.

17. Next, select the proper Label products and product Number.  This should be the manufacturer of the Labels and the Label Number to be used with CollectMax.  

18. Click the button.

19. Click the Select recipients hyperlink to go to Step 3.

20. Select to start from or use existing document.

21.  Click the Browse hyperlink to display the browse window.

22. In , click the button.  Find the C drive, double click the file named , and highlight the then click the Open button.  Or in the box type C:\JSTEMP\CMWinVar.doc or .txt.   

23. The Mail Recipient Screen will be displayed.

click , then click .

24. On the Wizard click the Arrange Labels hyperlink to display Step 4.

25. Select the   hyperlink.

26. The Insert Merge Field screen will be displayed.   

27.  Select Line 1 and click the   button.   The Line Mergefields will correspond to the Label Definitions mergefields.

Continue to Insert the Mergefields until all necessary fields have been entered.  If the mergefields need spacing like new lines, tabs or spaces, insert all merge field necessary and close the Insert Merge Fields screen and make the changes.   

28. Click the button to copy the merge fields to all labels.

29. Click the button.

 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.

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