Lexmark Version 3.0 manual Working with templates

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Working with templates

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, 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 far 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 modifying.

Figure 15: Saved templates will appear in the drop-down list beneath <None>.

After completing each screen, click Next to continue to the next step. When you arrive at the Print and Save Shipment Template screen, a Done button will appear in the bottom right area of the screen.

The Done button completes your template and saves any changes you made. If you want to save a template, you must name the template and click Done. If you exit MASTERFORM before clicking Done, your template will not be saved.

You can only save a template at the end of the form-fill wizard, after you have filled in all the required fields.

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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 MasterformDownload New UPS Chemical Table feature Installing Masterform for UPS Domestic EditionProfessional and Military Edition Suites Structure of Masterform What’s my name & password?Domestic or International? Where to get forms Where to install MasterformNew shipping paper design for laser printers Install the software Set up the System DSN connectionTo manually set up the System DSN connection Sending your Masterform shipments to UPS OnLine WorldShipHazmat Confirm that Hazmat is now listed, then click OK Send hazmat shipping paper data to WorldShip Specify a hazmat package in WorldShipTo specify a hazmat package in WorldShip Deleting HAZMAT/DG recordsSupport and Resources Technical Support and Contact Information By PhoneVia E-mail Online InfoDOT Contact Other ContactsLabelmaster Software Hardware Recommendations Chemical table resources RememberManaging Templates and Addresses TemplatesAddresses File ExtensionsMasterform Masterform Setup Setup AccountsBypass Authorization Screen Save template by defaultPackage Label Warning Allow Proper Shipping Name editsShipping under multiple accounts Security Defining user names and passwords To add users to the list Why are my log book numbers repeating? How log book numbers workMaking, naming, and saving templates To Save a TemplateWhat is a template? When should I use templates?What should I name my template? How do I reenter a saved template?Working with templates Editing the proper shipping name PSN Deleting templatesTo select the Edit PSN option 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 write a note Writing notes insideTo read 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 Setting default field values To set a default field valueTo remove 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 3 Shipment Information Screen 2 Shipper InformationScreen 4 Proper Shipping Name Screen 5 The Chemical Table Screen 6 Ground or Air Shipment Screen 7 Print PreviewQuantity and Unit of Measure UOM Limitations Add up to three materialsScreen 8 Print and Save Shipment Template Print Preview you canPrinting the Hazardous Materials Shipping Paper General Printing Overview Form 1 Hazmat Shipping PaperForm 2 Shipper’s Certification PrintersInstalling a printer Creating a custom paper size tractorTo manually create a custom paper size Windows 95 Select the option Use Specific Printer67 in 800 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 driverSetting the Margins To change the Emulation Mode on an Okidata 320/321If you are using the tractor form 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 CertificationRemoving mistakes or duplicates from the certification Saving shipments to the certificationSave to Shipper’s Certification? Purge old certification records Click Purge DataTroubleshooting Overview Printing gibberish or symbols Account number not in the drop-down listPrinter feeds forms up too far Custom paper size not in paper size listShipper’s Certification prints on two pages Printer prints blank pages Laser forms are not lining up properlyCan’t edit the PSN proper shipping name Log book numbers are repeatingText you entered isn’t an item on the list 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 Before you uninstall Uninstalling MasterformTo uninstall Masterform License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA