How to Generate Multiple Labels using MS Word

How to Generate Multiple Labels using MS Word

QUESTIONS THAT APPLY TO THIS TOPIC

  • How can I print multiple labels using my Gorilla Client information with Microsoft Word?
  • How can I customize the appearance of my labels?

ANSWER

While Gorilla is capable of printing multiple labels for your clients, there might come a time when you would like to print the labels using a different Font, or perhaps using different colors for a holiday themed label.

I. Exporting the list of names from Gorilla

  1. To start, you would first need to log into Gorilla. 

  2. Next you would need a list of names in Gorilla that you would like envelopes to be printed for.
  3. In Gorilla locate a selection rule or if there isn’t one already available. Then you will need to create a new selection rule that would select all the names you wish to print envelopes for.

  4. Once you have a selection rule that will select all the names you need to have envelopes for. You would then need to Export those names from gorilla into a CSV type of file. In Gorilla go to Import/Export→ Import/Export

  5. This will then open a new window where we can select the “Export” tab for the Text Export Wizard. Once the “Export” tab is selected you can then click on the “ok” button to start the Text Export Wizard.

  6. In the Text Export Wizard – Welcome screen, you will have the option to choose the Selection Rule of names you wish to Export, along with the type of Export, and which address bundle gorilla will use for the export process.
    • First, you would need to choose the Selection Rule that would select all the names you wish to export and print envelopes for.
    • To choose your Selection Rule, click on the triple dot button to the right of the Text Export Wizard - Welcome screen.

    • This will bring up a "Choose Rule" window where you would choose the Selection Rule you need.

  7. Once the selection rule is chosen, you would then choose the export style and Addressing Style to use for the export. 
    • Choose "Delimited", and "Default". With those chosen, go ahead and click the "Next" button to continue.

  8. The next screen in the Text Export Process is the “Delimited Export Options” screen.
    • Choose "Comma" as the Delimeter.
    • Put a check mark next to the option to have "Field Names on the first row".
    • Leave the Text Qualifier as "Double Quote (")".
    • Click on the "Next" button to continue.

  9. The next screen to come up is “Choose Fields”. This window would allow us to choose which fields we would want to export from gorilla to help us generate envelopes.


    • For envelopes, we would want to choose the following fields:
      • "Addressee"
      • "Last Name 1"
      • "Address Line 1"
      • "Address Line 2"  (optional)
      • "Address Line 3"  (optional)
      • "City"
      • "State"
      • "Zip / Postal Code"
    • To choose a field to export, you would select the field on the left under the "Available Fields" section.
    • Click on the Right Chevron button to move the selected field over into the "Selected Fields" section.
    • Once you have selected all the fields you need to export for generating labels, click the "Next" button to continue.
  10. The next screen to come up is the “Finish” window. In this window we would first need to click on the Triple Dot button to the right, so we can choose where we want to save the export list. 


    • Select the location where you want to save your exported list to.
    • In the File Name field at the bottom, type in the name you would like to save the export list as.



      **Important** Make sure to type the file extension .CSV at the end of the file name.
    • Click on the "Open" button to continue.
  11. Once back on the “Finish” screen, you will notice that the file name field is now filled in.

  12. At this point all that is left to do is click on the “Finish” button so that Gorilla can then finish and export your list to the desktop.    

II. Using Microsoft Word 2010 to Generate a Label Merge

  1. The following instructions will go over using Microsoft Word 2010 with generating multiple labels using the Exported List of names from the above instructions.
    *** Note : While the instructions are specifically for Word 2010, they will also apply for Word 2007.
    Now that you have a list of names and address information exported from Gorilla. We need to open a new word document.
    • In the new Word document, click on the "Mailings" tab.
    • Under the Mailings tab, you would locate the "Start Mail Merge" button and click on it.
    • This will then show a drop-down menu.


       

    • Click on the "Step by Step Mail Merge Wizard" at the bottom of this menu.
    • Once you click on the option for "Step by Step Mail Merge Wizard", a pane for the Mail Merge on the right side of Word will open and become available.

    • In the Mail Merge pane on the right, choose the option for "Labels".
    • Click on the link: "Next: Starting document"
  2. This will then change the Mail Merge Pane to show options for choosing the document to generate the labels in.
  3. In this window you would choose to Use the current Document, which is generally the best option for starting a new Label Mail merge. Or Change document layout.
    • Next click on the link for “Label Options” which would then allow you to choose the label size you want to print on. Once you have selected your label size and clicked the “OK” button, the document should change to show Multiple Table Cells for how the labels would be aligned.

    • With that selected you would then click on the bottom right the link: “Next: Select Recipients”.

    • On the next mail merge pane we would need to select the option to “Use an existing list”.

    • Then click on the Link to “Browse”. This will open a window to “Select Data Source”.

    • In this window you would browse and select the list of names that you exported to a CSV type file earlier.
    • Once you have selected the CSV list you exported from Gorilla, you would then get another window that comes up and shows you the name and address information that was in the list you exported. In this window locate the column for Last_Name_1 and click on the column heading. This will sort the list of names by Last name, which will allow the Labels when generated to print in alphabetical order, and then click the ‘OK’ button to finish.

    • You will notice that in every cell with the exception of the top left cell, word has now placed in a merge field for “Next record.”

    • This is normal and allows for the next persons information to merge into the next label space when you print.
    • Next at the bottom click the link: “Next: Arrange your label”.

    • On the pane to arrange the label, make sure that you click in the top left cell in the document. Next, in the arrange labels pane, click on the link for "More Items..."

    • This will bring up the window to insert the merge fields for the labels into the top left cell in the document. Here you would insert the fields:
      • “Addressee”
      • “Address_Line_1”
      • “Address_Line_2”  (optional)
      • “Address_Line_3”  (optional)
      • “City”
      • “State”
      • “Zip_Postal_Code”
  4. Once finished inserting the merge fields into the top left Cell, they would look something like the image below.



    ** NOTE ** you can then highlight those inserted merge fields and edit the font style, color, or any other aspect of how the label would ultimately look so as to customize the labels as you would like.
  5. Once finished, click on "Update all labels" button from the right. this will copy the merge fields from the top left cell along with any changes you had made to it, into all of the remaining "Next record" cells in the document. 

  6. Next, click on the link: "Next: Preview your labels".

  7. This will bring up a preview of the first label to be printed from Word.

  8. To see how another label in the list would appear, click on the double chevron buttons to switch between the different labels that are ready to print.

  9. If you needed to change the labels in any way, you would click on the link; “Previous: Arrange your label”, to go back and make any changes as needed before continuing on.
    ***Note: If you do go back to re arrange the labels, make sure you edit the top left cell of the document first, then click the button to “Update all labels” to spread the changes to the other labels.
  10. If there are no changes that need to be made, then continue and complete the label merge process. To do this, on the bottom of the Mail merge pane, click the link: "Next: Complete the merge".

  11. This will bring you to the last pane for the Mail Merge process in Word. To print out the labels, click on the "Print" link on the right and follow the onscreen directions to print.


   

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