Be sure to scroll down and watch the video!
In Client Database you can create both LETTERS and LABELS.
LABELS:
When you click on LABELS a list of all your clients will appear. You can choose to organize labels by zip code; so, if you want a bulk mailing rate all your labels will be in zip code order. You can choose all your clients by using the All button at the top or you may select specific clients by checking the boxes to the right of each client you wish to choose. You may also select certain Client Types by clicking on the Select Client Type link at the upper left of the screen.
NOTE: Hold down your CTRL key to select multiple client types.
Then scroll down to the bottom where you will see that we use the standard labels 30 per page - 3 across and 10 down.
Click on Create Labels and a new window will come up with your labels listed.
NOTE: Printer Margins need to be adjusted. You will print these sheets through your browser so always remember look at the printer set up for labels. It is highly likely that the margins will be different from what is in your eContracts. The margin set up for these labels must be 0.25" all around. Click on FILE, PAGE SETUP and make sure that the margins have the following values: (Inches) Chrome Browser Left(0.25) Right(0.25) Top(0.25) Bottom(0.25) Mozilla Firefox Browser Left(0.25) Right(0.25) Top(0.25) Bottom(0.25) Print in Portrait and make sure you have your header setup as &w&bPage &p of &P and your footer as &u&b&b. If in the Mr/Ms suffix have been typed in the Client Info Page, they will appear in the labels.
NOTE: You may want to set up the margins and try to print labels on blank, plain paper first, just to be sure that you don`t have an error that wastes your sheets of labels.
LETTERS:
You can also create custom letters in your client database. Just click on CUSTOM LETTERS. You can show letter text by clicking on Show Letter Text. This will show you all the letters you have designed up to this point, basically your custom letter templates.
You can create a letter template by clicking on Create New Letter Template. In the new pop-up window, type the name of your letter in the text field. You can copy/paste your letter text over from a Word document. In a few of these forms you will see a box next to Insert My Info. When you check the box, it will automatically add personal information such as your name, company name and phone numbers to your letter. You can choose to email your letters or print your letters.
NOTE: Don`t forget to click on Save before emailing or printing letters.
Email letters: When you click on Email Letters, the system will list all your clients that have an email address stored in your Client Database. You may think you have more clients with email addresses, but the system will only display those which have an email address in your database.
NOTE: The system is designed to permit you to email to Existing Clients and not for use in prospecting or creating Spam. You have a limit of 25 recipients for each email.
Print and mail letters: You can also print your letters. Click on the link to Print Letters and then choose your letter template. Click and add the information you would like to include as you prepare to print your letter. Then click Submit. A new screen will appear, and you will be ready to print from your browser. Put your letter head into your printer and print.
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