Lexmark Version 3.0 manual Introduction to Masterform, General features

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Introduction to MASTERFORM

MASTERFORM for UPS is a “smart”form-filling wizard created to help you ship hazardous materials (hazmat) with United Parcel Service (UPS). It prints two forms: the UPS Hazardous Materials Shipping Paper (on laser or tractor printer) and the Shipper’s Certification end-of-day log.

It also saves your shipment information as templates that you can use again and again. MASTERFORM uses a chemical table provided by UPS and will not allow you to ship outside of UPS restrictions. This helps ensure that you always ship safely within UPS and DOT hazmat guidelines.

The UPS chemical table is based on the HM 215-D table published in the Code of Federal Regulations Title 49 Department of Transportation.

General features:

•Saves shipment information as reusable templates

•Automatically generates the end-of-day log

•Optional password protection controls access to shipment information

•Tracks hazmat training schedules of shippers to help ensure compliance

•Tracks shipments under multiple UPS account numbers

•Prevents errors by checking shipments against UPS limitations

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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 featuresDownload 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 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-mailDOT Contact Other ContactsLabelmaster 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 Editing the proper shipping name PSN Deleting templatesTo 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 To write a note Writing notes insideTo 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 3 Shipment Information Screen 2 Shipper 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 certificationRemoving mistakes or duplicates from the certification Saving shipments to 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 symbolsPrinter feeds forms up too far Custom paper size not in paper size listShipper’s Certification prints on two pages Laser forms are not lining up properly Printer prints blank pagesCan’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 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 Before you uninstall Uninstalling MasterformTo uninstall Masterform License Agreement Page Page Index Page Naid Page 156 East Pine Street, Suite Seattle, WA