Customize Forms
Customize Mailing Labels
Display the Mailing Label
- Go to Setup on the top menu bar, choose Customize Forms, and select Mailing Labels
- Select the mailing label layout you want to customize, and click Customize
Set up Mailing Label Properties
- Click the Properties button
- Type the number you want to print per page
- Select the required type of paper from the Paper list
- Set the size and margins
You can also:
- Make the grid visible in the layout, and select Show Grid. The grid is only used for customization and will not be printed.
- Align the top and left margins of fields with the closest grid lines when repositioning them, and select Snap to Grid.
- Change the spacing between the grid lines and select from the Grid Size menu.
- Select a background graphic:
- In the Background Options section, click Browse or Insert Background
- Select the graphic file you want to use and click Open
- Select the Display settings for the graphic
Add and Edit Label Elements
Add, remove, or edit elements like text, graphics, and lines according to your needs.
To add a data field:
- Click the Fields button
- Select the required fields by clicking in the select column next to them. For a list of fields with descriptions, click here.
- Click Add
NOTE: The bold fields in this list are currently being used on the form.
To add a text field
- Click the Text button
- Move the field to where you want by dragging and dropping or using your keyboard arrows
- To add your text to the field, double-click it
- Type your text in the field and click OK
To change the font in a data field or text field:
- Select the data or text field you want to change
- Click the Format or Change Fonts button
- Make your choices in the Font, Font Style, Size, Justify, and Effects fields
NOTE: Every form in AccountEdge is assigned default fonts. You can change these default fonts if you prefer all of your forms to have a different font and font size than the default.
- Go to the File menu and choose Default Fonts
- Click Forms
- Choose the font style and size for the printed characters on your forms
- Click OK when you have finished
Preview the Mailing Labels
At any time during the customization process, you can display a screen preview of your work.
- Click the Preview button on the toolbar
- When you have finished previewing your work, click Close
Save the Mailing Labels
When you are satisfied with your changes, you should save the customized form.
- If you want to create a new custom form containing your changes, click Save Form As. Enter a name and a brief description for the new layout and click OK
- If you have modified a custom form you created previously, click Save Form