Lexmark Version 3.0 manual Making, naming, and saving templates, To Save a Template

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The sequence number increments once per day according to your computer’s system date. If your system date has been tampered with, your MASTERFORM sequence number can be thrown off.

You can change the Sequence number manually inside MASTERFORM Setup if you need to. Just put your cursor in the Sequence number field and type over the existing number. Be sure to click Done to exit Setup and save your changes.

Making, naming, and saving templates

To Save a Template:

After you have gone through the form-fill wizard step by step, created a form, you can review the Print Preview and print your document (using File > Print from the drop-down menu). Close the Print Preview screen by clicking the X or the magnifying glass icon in the top right corner, and follow these steps:

1.After closing the Print Preview screen, the Print and Save Shipment Template screen will appear.

2.Select the Save as Template check box.

3.Name your template. (A name is required to save a template, but a description is not. The description field is optional if you would like to provide more detailed information for yourself or other users to reference.)

4.Click Done.

If any of the above four steps are not completed, your template will not be saved. If you click the Cancel button or the X in the top right corner of the window, your template will not be saved. You must give the template a name and click Done.

Every time you open MASTERFORM and begin filling in the screens, you are essentially making a template. You can save it only after all the screens are filled in and you have reached the Print and Save Shipment Template screen.

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Contents User’s Guide User’s Guide East Pine Street, Suite Seattle, WA Toll free Local FaxContents Getting Started Using Printing the Shipper’s Installation and Setup General features Introduction to MasterformProfessional and Military Edition Suites Installing Masterform for UPS Domestic EditionDownload New UPS Chemical Table feature Domestic or International? What’s my name & password?Structure of Masterform New shipping paper design for laser printers Where to install MasterformWhere to get forms To manually set up the System DSN connection Install the softwareSet up the System DSN connection Sending your Masterform shipments to UPS OnLine WorldShipHazmat Confirm that Hazmat is now listed, then click OK To specify a hazmat package in WorldShip Send hazmat shipping paper data to WorldShipSpecify a hazmat package in WorldShip Deleting HAZMAT/DG recordsSupport and Resources Via E-mail Technical Support and Contact InformationBy Phone Online InfoLabelmaster Software Hardware Recommendations Other ContactsDOT Contact Chemical table resources RememberAddresses Managing Templates and AddressesTemplates File ExtensionsMasterform Masterform Setup Setup AccountsPackage Label Warning Bypass Authorization ScreenSave template by default Allow Proper Shipping Name editsShipping under multiple accounts Security Defining user names and passwords To add users to the listWhy are my log book numbers repeating? How log book numbers workMaking, naming, and saving templates To Save a TemplateWhat should I name my template? What is a template?When should I use templates? How do I reenter a saved template?Working with templates To select the Edit PSN option Deleting templatesEditing the proper shipping name PSN Using an Exemption Packaging number Confirming the labels required for your packageTurning off the Labels Required field warning Pre-printing forms for future useFeatures and Options To read a note Writing notes insideTo write a note Entering addresses in the Address Book Import Excel or Access address data to the Address Book Prepare your dataImport your data into the upsAddress table Format your address data into columns with these exact namesSelect Get External Data Import from the File menu Exporting addresses from the Address Book To export addresses from MasterformSelect how you want to save the table To remove a default field value Setting default field valuesTo set a default field value Saving multiple field valuesViewing the regulations Form-Fill Wizard Step by Step Screen 1 Shipment Template Choose a template and a form type to beginScreen 4 Proper Shipping Name Screen 2 Shipper InformationScreen 3 Shipment Information Screen 5 The Chemical Table Quantity and Unit of Measure UOM Limitations Screen 6 Ground or Air ShipmentScreen 7 Print Preview Add up to three materialsScreen 8 Print and Save Shipment Template Print Preview you canPrinting the Hazardous Materials Shipping Paper Form 2 Shipper’s Certification General Printing OverviewForm 1 Hazmat Shipping Paper PrintersInstalling a printer Creating a custom paper size tractor67 in 800 To manually create a custom paper size Windows 95Select the option Use Specific Printer To manually create a custom paper size Windows NTChanging the printer driver Suggested printer driversChanging the Emulation Mode on the printer tractor To change to the Epson driverIf you are using the tractor form Setting the MarginsTo change the Emulation Mode on an Okidata 320/321 If you are using the new laser formMoving fields on the form use the Nudge tool Nudge toolTo use the Nudge tool Increase or decrease the size of printed text Add or remove lines from the printed formPrinting the Shipper’s Certification Printing the certification To print a Shipper’s CertificationSave to Shipper’s Certification? Saving shipments to the certificationRemoving mistakes or duplicates from the certification Purge old certification records Click Purge DataTroubleshooting Overview Printing gibberish or symbols Account number not in the drop-down listShipper’s Certification prints on two pages Custom paper size not in paper size listPrinter feeds forms up too far Printer prints blank pages Laser forms are not lining up properlyText you entered isn’t an item on the list Log book numbers are repeatingCan’t edit the PSN proper shipping name UPS WorldShip, the HAZMAT/DG Reference list is grayed out UPS WorldShip, the HAZMAT/DG Reference list is blankUnexpected error occured Subsystem Run Time Error 9 in Configure Reports Do you want to convert or enable the database?You do not have a license with MS Access To uninstall Masterform Uninstalling MasterformBefore you uninstall License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA