To Manage Envelope Templates

Before you begin

Procedure

  1. Select Setup > Templates > Reports. The Report Setup window appears.
    • To add an envelope template, continue now to Step 2.
    • To edit an envelope template, locate and select the envelope template and then click Edit Your template is opened in Microsoft Word, where you can make the necessary changes.
    • To copy an envelope template, locate and select the envelope template and then click

      You will be prompted to give the copy a name, after which you will be returned to the Report Setup window where your new envelope template will be available.
    • To delete an envelope template, locate and select the envelope template and then click Delete You will be prompted to confirm this action.
  2. Click New The New Report Template window appears.
  3. Enter a name for the new envelope template.
  4. From the Report Type drop-down list, select Envelope.
  5. (Optional) Enter a description for the new envelope template into the associated text box.
  6. Click OK. to confirm your settings. The New Report Template window closes, and Bluechip opens Microsoft Word, ready for you to design your new envelope template.
  7. Modify your envelope template as necessary. When you have finished, simply close Microsoft Word, and you will be returned to Bluechip, where the envelope template is now ready for use.

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