|
Post Installation Training
>>Users Manual:  LMI
User Manual.pdf
1. Overview
How does it work?
First, download our free software. To send a Letter or Brochure,
create
your document in Microsoft word. Choose a single address or a list
of addresses from your data. Select your paper and envelope type.
The total cost of the mailing, including postage, will be displayed.
If you approve, simply click the SEND THE MAIL Button. Your document
is encrypted and uploaded to our secure site. Within hours your mailing
is printed and delivered directly to the U.S. Postal system.
2. Introduction
a. Mail a File
i. You will learn to create a one page letter and mail it to
one person
ii. You will learn to mail a brochure to a 10 person mailing list
b. Work with Lists
i. You will learn how to add, modify, customize one mailing
list
c. Preferences
i. Brief overview on preferences – if time
3. Mail a file – Send a 1 page letter to 1 address – 7 steps
a. Open L-mail by double clicking on the L-mail desktop
icon
b. Click on Mail a File
i. Mail a file window opens
c. Click Create new Word Document
i. LMI Template window opens
ii. Double Click on the Template you want to work with
or Click on Blank for New Document.
iii. Info box says “Save, Close file (not word) and click on USMail.
(Office 2007 Addins)
1. Click OK
iv. Microsoft Word and your template opens
d. Type your letter
e. Save Letter
i. Click File, Save as
ii. Name file and click Save
iii. Click File, Close (Don’t close word)
iv. Click US Mail (Office 2007 – Click addins)
f. Confirm address
i. Click Yes or No
ii. Wait for JUST MAIL IT window
g. JUST MAIL IT window
i. Click on Just mail it for $.79
h. Your real mail has been sent. Review confirmation
4. Create new list and send flyer/postcard to 10 customers/friends
a. Open L-mail by double clicking on the L-mail desktop
icon
b. Create new List
i. Click on Work with Lists
ii. Click on Add/Modify Lists
1. Click INS at bottom of “List description”
2. Type name of new list to be created in Text box
3. Hit ENTER Key
4. Single click on List you just created
iii. Enter 10 names into new list
1. Click INS under “Individual Address Details”
2. Enter address information and Click OK
3. Repeat steps 1& 2 above for additional addresses
iv. Click EXIT on bottom right after address
entry.
v. New List needs to be refreshed – Click Back or Refresh
c. Click on Mail a File
i. Mail a file window opens
d. Choose a file from your computer
i. Look for your file within the Windows Folders on the left
ii. Select File and Double click on File
iii. JUST MAIL IT window opens
e. Click on Envelopes and Addresses
i. Select address
1. Click on Select addresses for selected mail job
2. Click on Get address from list
3. Click on the new list you just created
4. Select 1 or all of the names on the list
a. Ctrl Click (one at a time)
b. Or Shift Click (top name and bottom name)
5. Click on Proceed with Selections
6. “Mail your letter” page will open
a. Review information
7. Click on Mail It
a. “Final Step Page” will open
b. Confirm or Change postage & Printing
8. Click Send the Mail (you may be asked to save .PDF
file – Click Save)
9. Your real mail has been sent. Review confirmation
5. Work with Lists
a. Open L-mail by double clicking on the L-mail desktop
icon
b. Work with lists
i. Click on Work with Lists
ii. Click on Add/Modify Lists
L-Mail® Preferences Training
1. Overview
How does it work?
First, download our free software. To send a Letter or Brochure,
create your document in Microsoft word. Choose a single address or
a list of addresses from your data. Select your paper and envelope
type. The total cost of the mailing, including postage, will be displayed.
If you approve, simply click the SEND THE MAIL Button. Your document
is encrypted and uploaded to our secure site. Within hours your mailing
is printed and delivered directly to the U.S. Postal system. In order
to take advantage of our L-Mail program, it is suggested that you create
and utilize various templates and envelopes. This guide will assist
you in taking advantage of the many template features L-Mail has to offer.
2. Introduction
a. Office Defaults
i. You will learn to set you office defaults folder for L-Mail
b. Envelope Types
i. You will learn how to add, modify, customize envelopes with
various return addresses
c. Mailing History
i. You will learn how to view your mailing history. You
can also print you mailing history on your local printer
d. Template Documents
i. You will learn how to add, modify, customize prewritten
word and other templates
3. Office Defaults
a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click Office Defaults
i. Office defaults window opens
1. L-Mail customer ID is displayed
2. Pay Pal Payment E-Mail address is displayed
3. Documents Work folder is displayed. You can click the browse
button on the right to change this folder to point to anywhere on your
computer. It is recommended that you create a new folder under my
documents. For example C:\My documents\ L-Mail work documents.
4. Default Standard Envelope return address is displayed. Fill
in your default envelope return address. Click the browse button
on the right to add any Return address logo you may have.
4. Envelope types
a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click on envelope type
i. Envelope type window opens. This window displays the
various envelopes you can utilize and allows you to create new envelopes
with different return addresses and logos.
1. Insert sets the highlighted envelope as your default envelope
2. Delete will delete the highlighted envelope
3. Copy creates a copy of the highlighted envelope
4. Close brings you back to preferences page
5. Change allows you to edit current envelope settings
a. Envelope type/Description allows you to create names and descriptions
of your envelopes
b. Address from is split into two parts.
i. Print image is the placement of the return address on the
printed envelope. This only relates to printing envelopes on your
local printer. This is where you will add/relocate the printed return
address and any logos you use. You have the ability to change fonts,
bold, italic, ALL CAPS and browse for logo images and change the placement
of the return address on the printed envelope. You can click the
browse button for fonts and write in the name of any font you want to use.
The horizontal and vertical positions refer to the placement on the envelope
in relation to an 8 ½ X 11 piece of paper in the portrait position.
This allows you to use any size envelope you wish. Horizontal/Vertical
numbers are in inches. For example, 1500 in the horizontal position
is 1.5 inches from the top. A vertical of 750 would be ¾ of
an inch from the side. These numbers will change based on the envelope
type, tray feeding, and local printer type. The best way to experiment
is to print your envelope on an 8 ½ X 11 piece of paper and hold
the desired envelope next to the paper.
ii. Screen image is the placement of the return address on Mail cart
screen. All of the same conditions apply as on the print image area
above.
c. Address to is the placement on the printed envelope only. All
of the same conditions apply as on the print image area above.
6. This information does not get used at the print shop during mail
preparation.
d. You can also view your envelopes by going to Go to Mail Cart
i. Here you can view you envelopes on the screen
5. Mailing History
a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click on Mailing History
i. Mailing History window opens
1. Single Click on any of your mail jobs to see the document mailed
and the envelope file
2. Item is this mailing window opens
a. Single click on the mail PDF or the envelope PDF to
view the PDF documents of your mailing. You can reprint any of portion
of your mailing at this point
6. Template Documents
a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click on Template Documents
i. Template Document window opens
1. Insert allows you to add additional template documents. Examples
may be; letterhead, prewritten word documents, newsletters, or any other
template file you utilize.
a. Order Number allows you to change the order in which you see you
templates. Make sure you do not have duplicate order numbers
b. Name allows you to give your template a name. For example “Lettermatics
Letterhead”.
c. Full path name is the location of the template file. For example
C:\documents\Lettermatics Letterhead.doc. L-Mail also supplies you
with over 10 templates to start with, such as Letterhead, Newsletters,
and postcards. These templates are located in C:\LMI\Lettermatics\LMIxapps\Templates.
2. Change allows you to make changes to the highlighted template
3. Delete allows you to delete the highlighted template
|
|
