How to create Labels and Envelopes
In this how-to article, we'll learn how to create mailing labels.
In the Contacts area, create a list of contacts who should receive the mailing using the search criteria at the top, and expand Mailing > Labels/Envelopes. Click All to select the entire list of contacts or selected.
The first step in creating labels is to choose the page format. This determines the size of the label or envelope that you are printing. Sumac supports many standard label and envelope sizes, but if you want to specify another size of label, click Details, and set up the measurements of your specific labels.
Next, choose the information that you want Sumac to print. You have the option of mailing address, name tags or a custom layout.
Depending on the mailing, you have different options for printing and positioning of business titles.
If you have a partial sheet of labels Sumac lets you choose the first label to print. You can manually key in the number of the label or click it in the image on the right.
If the country of a recipient is the same as the country for office from which you are sending the mail, you can tell Sumac not to print the country on the labels by choosing the office in the corresponding box.
If you are printing envelopes, the next dropdown menu tells Sumac to print a return address on each envelope.
In special circumstances you might want to specify a smaller maximum font size, but in most cases 13 will be fine.
Machinable formatting generates a label that is all uppercase mono-spacing text, which reduces postage costs in some countries.
Click OK. Tell Sumac whether you want to print your labels, send them to a file, or view them on your screen to review the labels before printing. Click Report to generate the labels.
Sumac shows you the labels it has just generated. Use the arrows to scroll through pages, and plus and minus buttons to zoom in and out. Keyboard commands like page up and page down work too.
As you review the labels, you will see that Sumac automatically adjusts text size so the addresses fit on the labels. If you see information which is incomplete or incorrect, cancel the label printing window, find the incorrect Contact record, and correct it.
Notice the number in grey in the top right of each label. This number is the Contact ID for the contact whose address is on that label. This comes in handy if you notice an error in the contact's address. The Contact ID tells you which record you need to edit to correct their address.
Note that these numbers will not be printed on the resulting labels when you print them out.
When you are satisfied with the labels, click Print.
Sumac then prompts you to save a communication record for the mailing. Click Yes and fill in the communication record: choose the appropriate communication type and add any relevant notes.
Click OK, and Sumac saves a communication record for each contact.