Creating Envelopes
- From the Functions menu, select System Reports > Setup > Form Letters
- Click on New
- Give a Detailed Title of the form letter
- Modify any information as necessary (see doc for default settings) and Submit
- Select the title of the form you just created and you will see the link Report Body. Enter name, address, etc. (see doc for an example of a standard envelope setup – this follows US Postal codes)
- If you want to preview the envelope to check for content, etc., select a student.
- Select Print a Report and select the report you want to view. Click on Submit. View results from Report Queue window.
- If you need to make modifications to the report body, return to the Report Setup and make changes. Re-submit when complete.
- When you are ready to use the report, select your group of users from the home page.
- Select Print Report from the Functions list
- Select the Envelope (Report) you created from the drop down list
- Fill in any additional information you may need
- Click on Submit
- View Results from the Report Queue window.
Creating Mailing Labels
- From the Functions menu, select System Reports > Setup > Mailing Labels
- Click on New
- Give your report a detailed Layout Name
- Fill in the information (see example shown below – using Avery 5160 labels).
- When finished, click on Submit
- If you want to preview the label to confirm layout, etc., click on Print from the Mailing Labels window and select your Mailing Label Layout from the drop-down list. *Select One Page Only. Click on Submit. View from the Report Queue window.
- When you are ready to use the report, select your group of students from the start page.
- Select Print Mailing Labels from the Functions List.
- Select the Label you created from the drop down list.
- Select other options if needed.
- Click on Submit.
- View results from Report Queue List – Print if all is correct.
Reference the attached document for Laser Printer instructions.
Extra Mailings Labels
For each contact on the MISD custom Student Contacts page there is a place to indicate whether that person is to receive letter mailings.
You will see in the contact screen those contacts who have this option indicated with *Receives mailings*
To print mailing labels for these contacts:
- Select students of interest
- Choose Reports from the menu
- Select the Engine tab
- Click Contact Mailing Labels (5160)
This report will pull contacts flagged with ‘receives mailings’ and create a PDF file that can be printed onto Avery 5160 mailing labels. The report can be run for a selected group of students or for all students at the school.