Lexmark Version 3.0 manual What is a template?, When should I use templates?

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You are not required to save a template, however. It is an option available if you would like to save your information for reuse later.

What is a template?

A template is a set of information needed to complete one form. It is an electronic version of a shipping paper that you can reenter, edit, and reprint at any time.

When should I use templates?

Use templates for shipment information that you use often. You can save time and effort by keeping this information in a ready-to-use format. For example, if you ship the same material repeatedly, you can make a template with that material, and then simply flip through the screens making minor changes (such as quantities or consignee names) and reprinting. This way, you don’t have to retype the information that never or rarely changes.

What should I name my template?

Name your template whatever will conveniently identify it for you. For example, if you ship Acetone in different quantities to many different locations, you might save templates based on the most common quantities you ship and name them Acetone - 12 gal, Acetone - .5 fl oz, Acetone -

3.5L, etc...

Or, if you ship different materials to just one or two locations, you could name your templates after the locations.

There is always room for more detailed information in the Description field located directly below the

Name field in the Print and Save Shipment Template screen.

How do I reenter a saved template?

Reenter a saved template by selecting the template name from the drop-down list in the Shipment Template screen and clicking Next.

The first screen, titled Shipment Template, is where you begin a new form. It is also where you can select a previously saved template for modification now. (If you are beginning a brand new shipment, click Next while the Template Name field is blank or reads <None>.)

To enter a previously saved template, click the down arrow at the right end of the Template Name field. All saved templates will appear in the drop-down list underneath <None>. Select the one you want by clicking on it so that it appears in the Template Name field. Then simply click Next to enter the first screen and begin making your modifications.

The Finish button at the end of the wizard completes your template and logs it in the shipment history. Every form you complete with the Finish button will be logged.

How do I delete a template?

Delete templates with the Delete Template button found on the Shipment Template screen. Select the template from the drop-down list in the Shipment Template screen so that its title appears in the Template Name field. Then simply click the Delete Template button. Deleting templates will not affect your collection of shipper’s certification end-of-day logs.

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Contents User’s Guide East Pine Street, Suite Seattle, WA Toll free Local Fax User’s GuideContents Getting Started Using Printing the Shipper’s Installation and Setup Introduction to Masterform General featuresInstalling Masterform for UPS Domestic Edition Download New UPS Chemical Table featureProfessional and Military Edition Suites What’s my name & password? Structure of MasterformDomestic or International? Where to install Masterform Where to get formsNew shipping paper design for laser printers Sending your Masterform shipments to UPS OnLine WorldShip Install the softwareSet up the System DSN connection To manually set up the System DSN connectionHazmat Confirm that Hazmat is now listed, then click OK Deleting HAZMAT/DG records Send hazmat shipping paper data to WorldShipSpecify a hazmat package in WorldShip To specify a hazmat package in WorldShipSupport and Resources Online Info Technical Support and Contact InformationBy Phone Via E-mailOther Contacts DOT ContactLabelmaster Software Hardware Recommendations Remember Chemical table resourcesFile Extensions Managing Templates and AddressesTemplates AddressesMasterform Setup Accounts Masterform SetupAllow Proper Shipping Name edits Bypass Authorization ScreenSave template by default Package Label WarningShipping under multiple accounts To add users to the list Security Defining user names and passwordsHow log book numbers work Why are my log book numbers repeating?To Save a Template Making, naming, and saving templatesHow do I reenter a saved template? What is a template?When should I use templates? What should I name my template?Working with templates Deleting templates Editing the proper shipping name PSNTo select the Edit PSN option Confirming the labels required for your package Using an Exemption Packaging numberPre-printing forms for future use Turning off the Labels Required field warningFeatures and Options Writing notes inside To write a noteTo read a note Entering addresses in the Address Book Prepare your data Import Excel or Access address data to the Address BookFormat your address data into columns with these exact names Import your data into the upsAddress tableSelect Get External Data Import from the File menu To export addresses from Masterform Exporting addresses from the Address BookSelect how you want to save the table Saving multiple field values Setting default field valuesTo set a default field value To remove a default field valueViewing the regulations Form-Fill Wizard Step by Step Choose a template and a form type to begin Screen 1 Shipment TemplateScreen 2 Shipper Information Screen 3 Shipment InformationScreen 4 Proper Shipping Name Screen 5 The Chemical Table Add up to three materials Screen 6 Ground or Air ShipmentScreen 7 Print Preview Quantity and Unit of Measure UOM LimitationsPrint Preview you can Screen 8 Print and Save Shipment TemplatePrinting the Hazardous Materials Shipping Paper Printers General Printing OverviewForm 1 Hazmat Shipping Paper Form 2 Shipper’s CertificationCreating a custom paper size tractor Installing a printerTo manually create a custom paper size Windows NT To manually create a custom paper size Windows 95Select the option Use Specific Printer 67 in 800Suggested printer drivers Changing the printer driverTo change to the Epson driver Changing the Emulation Mode on the printer tractorIf you are using the new laser form Setting the MarginsTo change the Emulation Mode on an Okidata 320/321 If you are using the tractor formNudge tool Moving fields on the form use the Nudge toolTo use the Nudge tool Add or remove lines from the printed form Increase or decrease the size of printed textPrinting the Shipper’s Certification To print a Shipper’s Certification Printing the certificationSaving shipments to the certification Removing mistakes or duplicates from the certificationSave to Shipper’s Certification? Click Purge Data Purge old certification recordsTroubleshooting Overview Account number not in the drop-down list Printing gibberish or symbolsCustom paper size not in paper size list Printer feeds forms up too farShipper’s Certification prints on two pages Laser forms are not lining up properly Printer prints blank pagesLog book numbers are repeating Can’t edit the PSN proper shipping nameText you entered isn’t an item on the list UPS WorldShip, the HAZMAT/DG Reference list is blank UPS WorldShip, the HAZMAT/DG Reference list is grayed outUnexpected error occured Subsystem Do you want to convert or enable the database? Run Time Error 9 in Configure ReportsYou do not have a license with MS Access Uninstalling Masterform Before you uninstallTo uninstall Masterform License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA
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