EventPro Planner Manual

Create Label Templates

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Create Label Templates

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Create Label Templates

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Use label templates to format the name badges, mailing labels, table cards, business cards, envelopes, and other labels you use most frequently. Once you have created the template, you can add fields to merge additional information from other areas within EventPro Planner.

1.Select Setup | Letter/Labels Templates from EventPro Planner’s main menu.

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2.In the upper left corner of the Letter/Label Templates screen, select Label Templates from the drop-down list.
3.Click the New button to the right of the selection grid.
4.The Label Template [New] window appears.

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5.In the Label Template [New] window, enter a Label Code, e.g. Attendee Name Badge, Shipping Label, etc.
6.Enter a Description, e.g. Standard Attendee Name Badge, Avery 5263 Shipping Label, etc.
7.Next to the Label Name field, click the Select Label button.
8.The Label Templates window will open.
Click to expand/collapse textLabel Templates Window

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1.In the Label Templates window, you will make several selections.
2.Under Printer Information, 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.

3.Choose the Paper Tray from the drop-down list if you do not want the Default.
4.Under Products, choose a product from the drop-down list and select a label size below.

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.

5.If you chose Custom from the Products drop-down list, you can add a new custom label by clicking the New button.
1.The Custom Label Format [New] window opens.

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2.In the Custom Label Format [New] window, choose Printer Type: Dot Matrix or Laser and Ink Jet.

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.

3.Enter the Label Type and Label Name and select the Units of measurement.
4.Under Paper, enter the dimensions of the paper (typically 8.5 x 11 inches) and the margins.
5.Under the Label Properties, enter the dimensions of an individual label and click the Preview button. By default, there will be one column of the label, with no spaces between the rows.
6.To increase or decrease the spaces between the label rows (to fit fewer or more labels on a page), enter a number in Row Spacing.  Click Preview.
7.To create more than one column of labels, enter a number in Columns and click Preview.
8.To space the Columns apart, enter numbers in the Positions fields and click Preview.
a.The numbers in the position fields indicate how many inches from the left edge each column is located, so these positions should increase in increments equal to or greater than the width of the label.
b.For example, if you have 3 columns of labels that are 2 inches wide, and you want the labels to begin 0.5 inches in from the left edge of the paper and be 0.75 inches apart, the Positions would be 0.5, 3.25 and 6.  The left edge of the first column of labels would begin 0.5 inches from the left edge of the paper. The second column of labels would begin 3.25 inches in from the left edge of the paper, and the third column would begin at 6 inches from the left.        
9.When you are satisfied with your custom label, click Save to return to the Label Templates window.
10.To edit or delete a custom label, select the label in the list and click the Edit or Delete button.
9.After you have selected or created your label in the Label Templates window, click OK in the bottom right corner to return to the Label Template [New] window.
10.Select a Communication Reference from the drop-down list, if applicable.  You would have created these Communication References earlier under Chapter 2: Setting Up EventPro Planner, Step 5: General Lookup Tables, Communication References.
11.The Label Content field below will be blank and you cannot type in the space.  This will preview the content of the label once you have added it.
12.To add content, click Edit Label Content.  To learn how to use the various features of the Word Processor, see the instructions under Word Processor below.