Create a Mailing Label Template

  1. From Communications, click Manage Communications. The Communication Categories page appears.

  2. Click a category to select it, or click New Category under Tasks to create a new category.

  3. Once in a category, click New Mailing Labels under Tasks. The Mailing Label Template Wizard appears.

  4. On Step 1, enter the basic information for your template.

    • In the Name field, enter a unique name.

    • You can enter a description to help you identify the template.

    • To prevent other users in your organization from editing the template, select Read Only.

    • To make this template a favorite, select Favorite Communication Template. Favorite templates appear in the Favorites tile on your Home dashboard.

  5. Click Next.

  6. On Step 2, enter the dimensions of your labels. You can select from a number of pre-configured commercial sizes, or enter the dimensions manually. Most label manufacturers include these dimensions in the packaging of the labels.

  7. Click Next.

  8. On Step 3, edit the content of the labels. The template comes pre-populated with the most common address fields for the United States. However, you can edit these mail-merge fields to best suit your needs. To add a mail-merge field, click Insert eTapestry Data Merge Value (the orange icon on the editor bar).

  9. We recommend that you click Preview to see an example of how the labels will print.

  10. Click Next to save the template.

    Note: Saving your template does not print the mailing labels.