{"id":210,"date":"2020-11-14T17:00:03","date_gmt":"2020-11-15T01:00:03","guid":{"rendered":"http:\/\/www.omtiblog.com\/reporterbase101\/?p=210"},"modified":"2025-04-08T09:00:26","modified_gmt":"2025-04-08T16:00:26","slug":"label-templates","status":"publish","type":"post","link":"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/tools\/label-templates\/","title":{"rendered":"Create &#038; manage label templates"},"content":{"rendered":"<h6>Lesson #98<\/h6>\n<h5>Tools \u2013 Label Templates function<\/h5>\n<p>In the Production module\u2019s <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/production\/print-envelopes-labels-from-rb9-database\/\">Envelopes and Labels<\/a> function you can print addresses on a variety of labels for parties, contacts, firms, locations, and resources using information from RB9\u2019s database.<\/p>\n<p>Before printing labels out of RB9, <strong>set up label templates that will automatically include the recipient mailing address, plus your company logo and other information<\/strong> if desired. Then store them in the Label Templates function for everyone on your staff to use. With DYMO label software and RB9\u2019s Label Templates function you can modify label templates, create new ones, and manage all of your company\u2019s label templates.<\/p>\n<h2>Customize default labels &amp; create your own<\/h2>\n<p>RB9 comes with a default set that you can use as is or customize\u00a0to better match your company. You can also create an unlimited amount of new label templates to meet all of your company\u2019s labeling needs. RB9 works with DYMO label printers only.<\/p>\n<p>Use DYMO software to set up labels. Whether editing existing templates or creating label templates from scratch, you can add\/delete:<\/p>\n<ul>\n<li>Text<\/li>\n<li>Address field (which RB9 uses for mail merge)<\/li>\n<li>Graphics like your company logo<\/li>\n<\/ul>\n<h2>Label template management made easy<\/h2>\n<p>After creating\/editing label templates, upload them to RB9\u2019s Label Templates function \u2014 which stores all of your company\u2019s label templates together in the database. This way everyone has access to the same label templates when printing labels from RB9 \u2014 and you won&#8217;t lose your label templates when transferring to new computer because they are stored in the cloud not locally.<\/p>\n<p>The Label Templates window lists all label templates in your RB9 database. By default labels are sorted by type, then name, but you can sort your results in the grid by one or both columns in ascending or descending order (but when you exit the function, RB will revert back to the default order). Export the list as an <em>Excel<\/em> spreadsheet or\u00a0a CSV (comma-separated values) file to save, print, share, or use in other applications.<\/p>\n<p>You can download any existing template to modify. Afterwards upload the modified template with a new name to add as a new template in RB9 or with the same name to replace the existing template in RB9.<\/p>\n<p>You can add as many new templates as you want by uploading .dymo files from your computer. And when you no longer need a template or want to replace it with a modified version, you can delete it from the Label Templates list.<\/p>\n<p><em>NOTE: This is an RB9-only function. It is not included in RB Lite.<\/em><\/p>\n<p><strong>TL;DR: Modify default label templates and create new ones for your office to use when printing addresses on labels for parties, contacts, firms, locations, or resources using information from RB9\u2019s database.<\/strong><\/p>\n<h4>RB concepts in this lesson<\/h4>\n<p><strong>Contact:<\/strong> Person who works for a firm you do business with.<\/p>\n<p><strong>Firm:<\/strong> Business you provide services to \u2014 usually law firms.<\/p>\n<p><strong>Location:<\/strong> Place where jobs occur.<\/p>\n<p><strong>Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Set up custom label templates for company-wide use <a href=\"https:\/\/www.omtiblog.com\/reporterbase101\/modules\/tools\/label-templates\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,27],"tags":[250,228,94,3,28],"class_list":["post-210","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-tools","tag-email-second-round","tag-emailed-lesson","tag-label-templates","tag-rb9-standard","tag-tools"],"_links":{"self":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/comments?post=210"}],"version-history":[{"count":0,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/posts\/210\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/media?parent=210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/categories?post=210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.omtiblog.com\/reporterbase101\/wp-json\/wp\/v2\/tags?post=210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}