Set Up Printer Types

Use the Printer Types editor, along with the mail merge printer selection feature, to direct your documents to the printer you have prepared with appropriate paper, such as letterhead, letter, photo stock, labels, and envelopes.

Choose Your Settings

1. Manage Printer Type Names - Use the Printer Types editor to create printer types, and edit printer type names, if needed.

   Open Printer Types Editor - Home ribbon bar > Tools section > Editors > General > Printer Types. (You can also use the Search field to look for the editor you want to work with.)

   

   Add a New Printer Type - Click New, then enter a name for this printer type. The name should reflect the type of paper or printing quality that will be available from the printer you assign to this printer type. If you accidentally create a printer type, exit the Editor without saving it. Otherwise, once saved, you cannot delete a printer type. You can, however, flag it as Inactive.

   Inactive Option - Once created, you cannot delete an item in your list. You can, however, use the Inactive column at the right of the description to toggle the active / inactive status of each item.

   

   Rename Printer Type - Click a name in the list and type a new name if needed.

   Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

   

2. Assign Printer to Printer Type - Use the Mail Merge window to select which printer to use for each of your printer types.

   Open Mail Merge Window - Home ribbon bar > Reporting section > Mail Merge.

   

   Enable Printers Option - Click any document name to enable the Printers function in the Merge Options section of the window..

   Assign Printers - Click Printers, then use the drop down list beside each printer type name to assign the printer to use for that type. When finished, click Ok at the bottom of the Printers window to save any changes.

   If you do not assign a printer to a printer type, you will be prompted for the printer to use as a document that is assigned to that printer type is merged.

   

More Information

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.