Creating envelope templates

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Creating envelope templates

You can create an envelope template to use when printing envelopes. You create the envelope template using the Report Designer, and then you can use the template to print the envelopes. For more information about the Report Designer, see About report templates and the Report Designer.

It is generally easier to modify an existing template than to create a new one. For more information, see Modifying a label or envelope template.

To create a new envelope template

  1. From the Reports menu, click New Template.

The New Report dialog box appears from the Report Designer. In the Report Types box, Contact Reports is selected by default. For field definitions, press F1.

  1. From the Templates box, select Contact Envelopes, and then click OK.

The New Envelope dialog box appears. For field definitions, press F1.

  1. From the Select an envelope size list, select Custom.

  2. (Optional) Specify the values for the Envelope Size, and then click OK.

A blank envelope template appears in the Report Designer. You can add fields to use in your template. For more information about adding fields, see Adding a field and field label to a report template.

  1. From the Toolbox, click Field.

  2. Position your cursor on the template where you want to add the field, and then hold down the left mouse button and drag the pointer to define the field's size.

The Select Field dialog box appears. For field definitions, press F1.

When you add a field to a template, you have the option of adding a field label at the same time. If you add a field label to an envelope template, it will display when you generate the envelope as a document. For an envelope, you probably do not want to include a field label. To prevent the field label from displaying, on the Select Field dialog box, clear the Add a field label check box.

  1. Select a field to add, clear the Add a field label check box, and then click Add.

  2. Continue to add fields as needed, and then click Close when you are finished.

  3. Save the template.