How can I generate envelopes?

Generating envelopes always begins with a search for contacts in your database. It can be initiated from the Contact—Individual Search, Mentor Search, Donor—Organization Search, etc.
Note: The Mailings functionality requires Microsoft Word 2007 or a newer version.

  1. Go to the Search screen for the type of contact you would like to generate envelopes for.

  2. Enter the appropriate search criteria (e.g. potential mentors).

  3. Click Run Search.

  4. In the first tab of search results, click on the Communication button and select Mailing.

  5. You will be taken to the Mailing screen. On the right hand side, you will see information regarding the search you just performed.

  6. In the Mailing Options area, set the Mailing Type to Envelopes, select the appropriate Envelope Type and enter your return address (if you want it printed on the envelopes).

  7. Insert the fields from your data that you would like printed on the envelope by double-clicking them in the Merge Fields area on the right hand side—they will insert into your template wherever your cursor is.

  8. Here is an example of a completed envelope template:

    Note: To insert a line break without a blank line in-between, hold the Shift key when pressing Enter on your keyboard.

  9. Click the Run Merge button at the bottom of the screen.

  10. The database will generate a single Word document with all of the envelopes in it—one per search result.

  11. Select the Open with… option and click OK. The merged document will open in Word.

  12. Review the document and make any manual adjustments you would like. Be sure to insert the correct sized envelopes in the printer before printing.

  13. (Optional) You may save the envelope template you have just created for future use.

a. Click the Save Template button at the bottom of the screen.

b. Complete the form in the New Template window and click the Save button.

For additional information, please see our training video: Using Mailings and Labels