User's Manual - Drake Software

Drake Software User’s Manual
Letters
TIP
You can also choose to print individual address and folder labels for a
client, or print labels for mailings to the IRS and state taxing authorities,
and design custom labels from the Data Entry Menu. Right-click
the menu and select Client Labels to open the Client Labels dialog
box. See step 7 of “Mailing Labels” on page 302 for more information
on the options.
Envelopes
To print addresses on envelopes:
1. Ensure that envelopes are loaded properly into the printer.
2. From the Home window, go to Tools > Letters > Envelopes.
3. Select filtering and sorting options from the Envelopes Filter Selection box. If
you need a more complex filter, click Edit Filters. (See “Filter Manager” on
page 319.)
4. Click Next.
5. Modify the Basic Search Conditions as needed, and then click Continue. (For
more on Basic Search Conditions, see “Search Conditions” on page 319.)
6. In the Envelopes dialog box, update the envelope formatting as needed. Click
Help for more on individual fields.
7. Click Finish.
8. Set printer options in the Print dialog box as needed, and then click Print.
NOTE
Not all printers are capable of printing envelopes. Verify that your
printer has this capability before using this function in the program.
Always test-print an envelope before printing an entire batch.
Postcards
To print addresses on postcards:
1. Ensure that the postcards are loaded properly into the printer.
2. From the Home window, go to Tools > Letters > Postcards.
3. Select filtering and sorting options from the Postcard Filter Selection box. If a
more complex filter is needed, click Edit Filters. (See “Filter Manager” on
page 319.)
4. Click Next.
5. Modify the Basic Search Conditions as needed, and click Continue. (For more
on basic search conditions, see “Search Conditions” on page 319.)
6. From the Postcards dialog box, update the postcard formatting as needed. Click
Help for more on individual fields.
7. Click Finish
8. Set printer options in the Print dialog box as needed, and then click Print.
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