Tutorial

Label and Envelope Basics


Label and Envelope Topics

For best results, simply read this page once from beginning to end--especially if you are new to iData Pro. Then read it again and follow any external links when you need to learn more details.

NOTE: In addition to the internal links below, this tutorial includes external links to more detailed topics. To return to this page after viewing them, use your browser's back arrow.

    Label and Envelope Template File Structure
    How Label and Envelope Templates Work
    Specifying an Address Block for a Datafile
    Static Text-Only Labels
    Using Templates That Are Provided With iData Pro
    Modifying Existing Templates
    Creating New Templates
    Printing Batch Envelopes and Labels
    Printing Individual Envelopes and Labels

Label and Envelope Template File Structure  (back to top)

As with datafiles, iData Pro label and envelope templates are stored in XML (Extended Markup Language) format.

How Label and Envelope Templates Work (back to top)

Label and envelope templates include three basic categories of information:
  1. Page Layout information includes the dimensions of the label sheet or envelope. If it is a label template, it also includes information on the size, spacing, and arrangement of labels on the sheet. Page Layout also includes Page Setup information.
  2. Design Layout information includes the design elements of the individual label or envelope, and their arrangement on the label or envelope.
  3. Associated Datafile information tells iData Pro which datafile the template is to be used with. This is required if the template design includes an address block or field blocks (text to be extracted from one or more specific fields). When a template that has a datafile associated with it is opened, it will cause its associated datafile to open, too.

Specifying an Address Block for a Datafile (back to top)

iData Pro lets you specify which text from each record will go into the address block that is used for labels and envelopes.

Different datafiles can be set up differently. Field-based datafiles can have the address block assembled from a combination of field content and static text. Freeform datafiles can create the address block from a range of lines of text in the Freeform Text Area.

All this is specified in the Datafile Settings dialog. To learn how to set up the address block for a datafile, see the Address Block Settings section of the Datafile Settings help page.

Static Text-Only Labels (back to top)

In addition to labels that include address blocks or field blocks based on datafile content, you can use iData Pro to create labels that contain only specific ("static") text and/or images, such as return address labels or business cards. Static text-only templates do not have to be associated with a datafile.

While iData Pro prints one label per record for templates that include address blocks or field blocks, printing as many sheets as necessary, it prints one entire sheet of static text-only templates. To print multiple pages of such templates, just change the number in the Copies field of the print dialog.

Using Templates That Are Provided With iData Pro (back to top)

iData Pro comes with a good selection of templates for Avery Labels, which are readily available in the United States. The smaller templates are set up to be filled by an address block. Some of the larger ones are set up to have a return address in the upper left and the address block in the lower right. There are also two Number 10 envelope templates, one with and one without a return address.

If all you need is a standard mailing label, see if one of the supplied templates will work for you. Of course, if you want to use one with a return address, you will have to modify the supplied template.

NOTE: Some of the Avery label templates provided start with the number 5 and others start with 8. These numbers indicate that the labels are for laser printers or for ink jet printers, respectively, but the label format is indicated by the remaining three numbers. So, for example, Avery 5160 has the same format as Avery 8160. (The template names were chosen based on whatever the person who created a particular template had on hand. You may, of course, rename them in the iData Pro Templates folder in the Finder.)

Modifying Existing Templates (back to top)

When you need to create a new template, try to use one of the standard labels and simply modify the design layout. If this not possible, you can also modify the page layout.

    1. Select the template to be modified in the Templates menu.

    2. Select Save As... under the File menu, and save a copy of the template to be modified, using a new name. It's generally a good idea to use a name that indicates both the kind of label or envelope (such as the Avery label number or the envelope dimensions), along with a little something to indicate its purpose (e.g., "Avery 5163 Membership", or "5x6 Christmas Card").

    3. The page layout procedures for labels and envelopes are slightly different. See the Edit Page help pages for labels or for envelopes, depending on which kind of template you are modifying.

    4. Once you are satisfied with the page layout, see the Edit Design help page to learn how to add or modify design elements.

    5. Select Save under the File menu (or type command-S) to save your changes.

Creating New Templates (back to top)

    1. Select New Envelope... or New Label... under the Templates menu, and give the new template an appropriate name.It's generally a good idea to use a name that indicates both the kind of label or envelope (such as the Avery label number or the envelope dimensions), along with a little something to indicate its purpose (e.g., "Avery 5163 Membership", or "5x6 Christmas Card").

    2. The new template window will appear, containing a default page layout with no label or envelope design content. You will be presented with sequence of dialogs that will let you specify an associated datafile (if appropriate), the Page Setup, and label/envelope dimensions. The page layout procedures for labels and envelopes are slightly different. See the Edit Page help pages for labels or for envelopes, depending on which kind of template you are modifying.

    3. Once you are satisfied with the page layout, click the OK button.

    4. Click the Edit Design button in the toolbar to add design elements to the template. See the Edit Design help page to learn how to add or modify design elements.

    5. Select Save under the File menu (or type command-S) to save your changes.

Printing Batch Envelopes and Labels (back to top)

See the Print (Batch Envelopes or Labels) help page to learn how to print either a page of static text-only labels, or a set of labels or envelopes for an entire datafile.

Printing Individual Envelopes and Labels (back to top)

See the Print Single Envelope or Label help page to learn how to print a single envelope or label.

 Return to Main Help Page