Lesson #23
Production – Envelopes and Labels function
Print addresses on labels and envelopes with information from your MR9 database automatically included. Start from an order, contact, firm, or location to generate mailing addresses, then select which ones to print. With orders you can choose a list of the locations related to the order, the order’s Sold To firms, or all of the order parties.
If entities have multiple addresses in their MR9 listing — such as office and home addresses — you can choose which type of address to print. You can also create labels and envelopes manually for one-off printing.
Print DYMO labels for correspondence and packages. Use MR9 default label layouts or create your own custom layouts. (Label printing out of MR9 requires a DYMO printer.)
If you want to address envelopes, use this function to generate a PDF file to print addresses directly on envelopes. Before printing, you can specify defaults in System Preferences for the envelope size and setup you use the most to minimize printing time.
TL;DR: Generate labels and envelopes with information from your MR9 database automatically included.
MR9 concepts in this lesson
Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, and claim adjusters.
Firm: Business you provide services to — usually law firms — but can also be court reporting firms, vendors, insurance companies, and corporate clients.
Location: Place where records are stored— such as hospitals, schools, doctors’ offices, or businesses.
Sold To Firm: Firm that ordered the services on the invoice. Usually the Ordering Firm on a job.
