Creating a Label Template
|
|
||
| 1. | Select Setup | Letter/Label Templates from EventPro's main menu. |
| 2. | The Letter/Label Templates screen appears. |
| 3. | In the upper left corner, choose Label Templates from the drop-down list. |
| 4. | Click the New button in the upper right corner. The Label Template [New] window appears. |

| 5. | The cursor jumps to the Label Code field. Enter an abbreviated name for the template. |
| 6. | In the Description field, enter a description of the template. This may simply be an expanded version of the Label Code. |
| 7. | Click the Select Label button. The Label Templates window opens. |

| 8. | Select a radio button to indicate whether your printer is Dot Matrix or Laser and Ink Jet. NOTE: Pay close attention to this selection. It will affect which labels you can access. |
| 9. | If you do not want to use the Default Paper Tray, make another selection from the drop-down list. |
| 10. | Choose the label paper Product you want to use and select the label below (e.g. Avery Standard | 2160 - Mini – Address). NOTE: If you cannot find a custom label that you previously created, check to see if it was incorrectly stored under Dot Matrix or Laser and Ink Jet labels (select the radio button above). If you create custom label, you must be careful to create them under the correct Printer Information. |
| 11. | You can create a Custom label size by selecting Custom from the drop-down list and clicking the New button. |
CAUTION: Pay close attention to where you create this label. For example, if you create a Laser and Ink Jet label, and later try to find it when you have Dot Matrix selected, you will not be able to find it.
|
| 12. | When you are done making changes in the Label Templates window, click OK to return to the Label Template [New] window. |
| 13. | From the drop-down list, select a Communication Reference, if necessary. You may not want to record printed labels, especially if you want to conserve hard disk space. |
| 14. | You will notice that you cannot type anything in the Label Content space below. This is merely a preview of the template you create, which at the moment is blank. |
| 15. | To actually create the template, click the Edit Label Content button in the lower left corner. |
| a. | EventPro’s Word Processor will open. |
| b. | Type in the text for your label template. Remember that you may be working with a small space, so choose your font style and size accordingly. |
| c. | If you need to add any merge fields, refer to the instructions above at Merge Fields. Remember that the actual merged text may be longer than the merge field, and will take up more space on the label. For example, the merge field may only be <CompanyName>, while an actual company name is something like “The International Association of Information Technology”. Ensure that you use an appropriately sized font and leave enough space on your label template to accommodate longer merged text. |
| d. | If you are adding an address in the label, remember that you may have entered a Main Address and an Alternate Address for a recipient. If the main address and alternate address are different, make sure that you pay attention to which merge field you enter. If you want to use the main address, choose the merge fields called Address, City, State, ZipCode, etc. For the alternate address, choose the merge fields called AltAddress, AltCity, AltState, AltZipCode, etc. |


| 16. | When you have completed your label template, select File | Save or click the Save icon. |
| 17. | To exit the Word Processor, select File | Close or click on the X in the upper right corner. You will return to the Label Template [New] window. |
| 18. | To complete the label template, click Save in the bottom right corner of the Label Template [New] window. |