Each workstation that requires this solution will need Microsoft Windows with the RemoteApp access method before completing the set up. We will adjust the following in this order:
- Printer's Plan data source for shipping labels will be set to the local workstation's C:\Printer's Plan
- A Microsoft Word Shipping label file will be created (.DOCM file type) and modified with a recorded macro.
Adjust the Shipping 'Data Source' in Printer's Plan
Change Data Source Folder to C:\Printer's Plan. (You will see your local resources appear in the file picker that appears)
- Open Printer's Plan and click on the main menu to locate the 'Change Data Sources' option.
- Select the 'Label Data' option and make sure it is set to the local workstation's 'C:\Printer's Plan' folder by looking on the left hand quick access navigation panel.(If one doesn't exist, one can be created)
Generate the 'shipping label.txt' file.
Navigate to an order and select the Shipments & Labels button.
Add a shipment record.
Create Data File
*This 'shipping label.txt' file is needed locally for the Word templates to function.
Adjust shipping label templates
- Save your Word label as a .DOCM file type via 'Save As'.
- Link to 'Shipping Label.txt'
- Record the 'AutoOpen' macro
Navigate to Mailings > Select Recipients > Use an Existing List...
Find C:\Printer'sPlan > Shipping Label.txt
Test the connection to the shipping record file.
Navigate to Mailings > Finish & Merge > Edit Individual Documents...
Merge all records.
You will see a new 'document 1' appear with the merged data. Close this opened document without saving.
Record The 'AutoOpen' Macro
Now record the clicks to automate the macro process we just tested.
Navigate to View > Macros > Record Macro
Name the macro AutoOpen and save the macro to the document.
*From this point forward be careful where you click as it will be recorded to the macro and you don't want extra clicks in the process.
Once recording the macro repeat the click steps from 'Record The AutoOpen Macro' section:
- 'Mailings ' tab
- 'Finish And Merge '
- 'Edit Individual Documents'
- 'Merge All Records'
At this point you will have just merged and opened a new document.
In the new document click:
- 'View' tab
- 'Stop Recording'
- Close the new document 1 without saving
Save the template and label document to save the recorded macro.
Step 1: Open an order in Printer's Plan and select Shipments & Labels from the Job window.
Step 2: Add the shipping records to the queue by clicking 'Add selected Shipments'.
Step 3: Select 'Create Data File' instead of 'Print Labels' at the bottom of the window.
*2020 Printer's Plan and older will select 'Print Labels' to create the data file. Do not select a label when prompted. Click CANCEL because the data is already written.
Step 4: Navigate outside of Printer's Plan and open your Microsoft Word document. We recommend putting them on the Desktop You will be prompted to merge data, click YES.
The data will be merged into the template and the Label can be printed to the label printer.
*You may get a notification that macros were blocked and you need to enable the feature then close and reopen the document to view the merged data.
If macros are disabled:
Click 'Enable Editing' and 'Enable Content' when the warnings appear. The template will need to be closed and re-opened to trigger the merge again.
Click 'Macros have been disabled' in the yellow bar when it appears.
Navigate to 'Trust Center Settings'
In Trust Center activate 'Macro Settings' and adjust the settings to enable macros. Click OK
If Data Source isn't linked:
Re-link the 'Shipping Label.txt' file and save. Re-open to test again.
If Changes To Template Aren't Saved:
Make sure when you open the template that the file you intend to edit is actually open. Often the template generates a file and you are viewing a different file. Use 'Open File' to select your word template.