How To Create aMS Word XP/2003 Mailing Labels

 Tabbing will take you sequentially through data entry.

1.  Click from the menu bar of CollectMax.

2.  Select  Document, Master Documents 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. The Name should be a short code for the template.  The description should describe what that code means.  

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 mergefields to all labels.

29. Click the button.

 SETTING UP A LABEL DEFINITION

1.  Click from the menu bar.

2.  Select LABEL DEFINITION.

3.  Select MAILING LABELS.

4.  Click  the button.

5.  Enter a NAME & DESCRIPTION .

6.  Click in Zip Code field.

7.  Select the Zip Code variable from the list to insert in the Zip Code field.   

      I.E.   DEZIP

     This is required to be able to sort by the zip code when printing.

8.  Click in the Label Line 1 field.  

9.     Select the variable from the he list to insert in to the Line 1 field.

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

11.  Click the button.

12.  Click the button.

See Also Generating a Mailing Label and Printing Mailing Labels

 SETTING UP MAILING LABEL USER PREFERENCES

1.  In CollectMax, click .

2.  Click

3.  Click  

4.  Click the button.

5.  Click PREFERENCES tab

6.  Select a LABEL QUEUE, PRINTER DEFAULT, and

        DOCUMENT DEFAULT from the lists.

7.  Click the button.

8.  Repeat steps 15-21 for each USER