How to use Microsoft Word to generate multiple envelopes from Gorilla®

How to use Microsoft Word to generate multiple envelopes from Gorilla®

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 an Envelope Mail Merge

  1. The following instructions will go over using Microsoft Word 2010 with generating multiple envelopes 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 "Envelopes".

    • 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 envelopes in.
    • Choose the option for "Change document layout".

    • Click on the link for “Envelope Options”
    • Choose the label size you want to print on.
    • Click the “Ok” button, the document should change to show a single ‘envelope’ type document.
    • Click on the bottom right the link: “Next: Select Recipients”.
    • Select the option to “Use an existing list”.

    • Click on the Link to “Browse”. This will open a window to “Select Data Source”.
    • 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 will get another window that comes up and shows you the name and address information that was in the list you exported.

    • Locate the column for Last_Name_1
    • Click on the column heading - This will sort the list of names by Last name, which will allow the Envelopes when generated to print in alphabetical order,
    • Click the ‘ok’ button to finish
  3. Next at the bottom click the link; “Next: Arrange your envelope”.
  4. On the pane to arrange the envelope, make sure that you click in the middle area of the document, there should be a text box that the cursor goes into.


    • 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 envelope.

    • This is where you  insert the fields:
      • “Addressee”
      • “Address_Line_1”
      • “Address_Line_2” ( Optional)
      • “Address_Line_3” ( Optional)
      • “City”
      • “State”
      • “Zip_Postal_Code” 
    • Once finished inserting the merge fields into the envelope text box, they should look like the image below:



      ** NOTE **: You can highlight these inserted merge fields and edit the font style, color, or any other aspect of how the envelope would ultimately look so as to customize the envelopes as you would like. You can also select the border of the text box, and drag the text box to appear in a different position in the envelope.
    • Next click on the link; “Next: Preview your envelopes”.
  5. This will bring up a preview of the first envelope to be printed from Word

  6. To see how another envelope in the list would appear, on the right under the Mail Merge pane, you can click on the double chevron buttons to switch between the different envelopes that are ready to print, so as to preview them.
  7. If you needed to change the envelopes in any way, you would click on the link; “Previous: Arrange your envelope”, to go back and make any changes as needed before continuing on.
  8. If there are no changes that need to be made, then continue and complete the envelope merge process.
    • On the bottom of the Mail merge pane, click the link "Next: Complete the merge".
    • To print out the envelopes, click on the "Print" link on the right and follow the on screen directions to print.



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