Accessing the Label, Envelope & Fax Feature
The Label, Envelope & Fax feature acts like a contact manager that will collect all your contact information on a file in one place to create labels, envelopes and fax cover sheets for any of the contacts on the file. Any changes to contact information will change the information in your file.
To access the Label, Envelope & Fax feature, click on the Documents option inside a file to open the Documents screen. Then click on the Label, Envelope & Fax option in the left-hand navigation to open the feature.
Adding and Modifying Your Contacts
The checkbox beside each contact name allows you to select the contact you want to use when creating your Label, Envelope, Blank Letter or Fax Cover.
To see or change any of the contact information, click the + icon to expand the contact.
If you want to add more contacts (who are not included by default), you can add them under Extra Contacts. Simply, enter the name (First name(s) followed by Last name) into the Extra Contacts text field. When you hit the Enter key (on your keyboard) or click outside the field, the additional fields will appear, followed by a new Extra Contact text field (in case you want to add more than 1 extra contact).
The next section is the Other option. This option can be used for setting up different formats of labels should you have a specific format or style to file labels or labels used for inside your files.
The last part of the popup window is the Municipal Offices/Utilities. You can use the database button beside the field to select any of the addresses for different departments of the file’s municipality.
Label Setup and Printing
To set the quantity of labels you want, complete the Start Label # field.
The number in the Start Label # field correlates to the following:
For example, if you enter 2 into the Start Label # field then the first label will be printed in the upper right corner.
Note: By default the Start Label # will start at 1, which means that the labels will start printing in the upper left corner.You are able to change how the labels are printed by changing the settings. Within the Setup option you can create multiple Label formats and sizes to fit your needs. Each of these label profiles can be saved and named in the manner you need. You may then select different labels for different purposes.
In the Setup popup, enter your label specifications (including paper size, number of labels per sheet, margins, etc.). Give the Label format a Name, then click Save when you are satisfied with your changes.
Note: That if you change any of the specifications for the Label, click Refresh above the Label Sheet View to update how the labels will be printed.
To create another label profile, simply click the New button and again, give the label profile a new name. You can then format the label sheet to your requirements. The different profiles can be selected from the list icon next to the profile name.
Label Advanced Settings allows you to change the text of your label from the standard label text to a customized label text. Simply change the radio button under Label Advanced Settings to Customize the label text. A text field will appear with editing options.
Note: It is recommended you click [ADDRESS] to insert where the address for each contact will appear. Without this identifier none of your labels will print the contacts’ address.
Once you are happy with your changes click the Save button.
After saving, close the Setup popup to return to the Label, Envelope & Fax popup. If you click the Labels button, you will see your labels open in a new window for you to print.
Envelope Setup and Printing
Setting up and printing envelopes are similar to labels. Click Setup from the Label, Envelope & Fax popup. At the end of the Setup popup, you will see the Envelope Setup (after the Label Sheet Setup).
Note: If you click Refresh above the Envelope View, you will be able to see your changes.
Similar to the Label set up, you can set up multiple envelope profiles. In the Setup popup, enter your envelope specifications (including envelope width and height, print the from address, space from the address to the edge of the envelope, etc.). Give the Envelope format a Name, then click Save when you are satisfied with your changes.
To create another envelope profile, simply click the New button and again, give the envelope profile a new name. You can then format the envelope to your requirements, then click Save when you are satisfied with your changes.
The different profiles can be selected from the list icon next to the profile name.
When you click the Envelopes button (on the main Label, Envelope & Fax popup), your envelopes will open in a new window for you to review and print them.
Other Label, Envelope, & Fax Functions
From the Label, Envelope & Fax popup, you are able to open your Fax Covers and Blank Letters for printing. Simply click on the corresponding button.
Note: You are able to edit your Fax Covers and Blank Letters from the Document Control and selecting Fax Cover Sheet Blank or Letter - Blank, respectively.Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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