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Post Installation Training

>>Users Manual: LMI User Manual.pdf 

1.Overview

How does it work?
First, download our software. To send a Letter or Brochure, create your document in Microsoft word. Choose a single address or a list of addresses from your data. Select your paper and envelope type. The total cost of the mailing, including postage, will be displayed. If you approve, simply click the SEND THE MAIL Button. Your document is encrypted and uploaded to our secure site. Within hours your mailing is printed and delivered directly to the U.S. Postal system.

2. Introduction

a. Mail a File

    i. You will learn to create a one page letter and mail it to one person
    ii. You will learn to mail a brochure to a 10 person mailing list

b. Work with Lists

    i. You will learn how to add, modify, customize one mailing list

c. Preferences

    i. Brief overview on preferences – if time

3. Mail a file – Send a 1 page letter to 1 address – 7 steps

a.Open L-mail by double clicking on the L-mail desktop icon
b. Click on Mail a File

    i. Mail a file window opens

c. Click Create new Word Document

    i. LMI Template window opens
    ii. Double Click on the Template you want to work with or Click on Blank for New Document.
    iii. Microsoft Word and your template opens

d. Type your letter
e. Save Letter

    i. Click on one of the 4 options

      1. Save and continue editing   OR
      2. Save As and continue editing  OR
      3. Save, exit word and mail    OR
      4. Exit word – view document list

f. Confirm address

    i. Click Yes or No
    ii. Wait for JUST MAIL IT window

g. JUST MAIL IT window

    i. Click on Just mail it for $.80

h. Your real mail has been sent.  Review confirmation

Create new list and send flyer/postcard to 10 customers/friends

a.Open L-mail by double clicking on the L-mail desktop icon
b. Create new List

    i. Click on Work with Lists
    ii. Click on Add/Modify Lists

      1. Click INS at bottom of “List description”
      2. Type name of new list to be created in Text box
      3. Hit ENTER Key
      4.Single click on List you just created

    iii. Enter 10 names into new list

      1. Click INS under “Individual Address Details”
      2. Enter address information and Click OK
      3. Repeat steps 1& 2 above for additional addresses

    iv. Click EXIT on bottom right after address entry.
    v. New List needs to be refreshed – Click Back or Refresh

c. Click on Mail a File

    i. Mail a file window opens

d. Choose a file from your computer

    i. Look for your file within the Windows Folders on the left
    ii. Select File and Double click on File
    iii. JUST MAIL IT window opens

e. Click on Envelopes and Addresses

    i. Select address

    1. Click on Select addresses for selected mail job
    2.
    Click on Get address from list
    3.
    Click on the new list you just created
    4. Select 1 or all of the names on the list

        a. Ctrl Click (one at a time)
        b. Or Shift Click (top name and bottom name)

      5. Click on Proceed with Selections
      6.
      “Mail your letter” page will open

        a. Review information

      7. Click on Mail It

        a. “Final Step Page” will open
        b. Confirm or Change postage & Printing

      8. Click Send the Mail (you may be asked to save .PDF file – Click Save)

      9. Your real mail has been sent.  Review confirmation

5. Work with Lists

a. Open L-mail by double clicking on the L-mail desktop icon

b. Work with lists

    i. Click on Work with Lists
    ii.Click on Add/Modify Lists

 

L-Mail® Preferences Training

1. Overview

How does it work?
First, download our software. To send a Letter or Brochure, create your document in Microsoft word. Choose a single address or a list of addresses from your data. Select your paper and envelope type. The total cost of the mailing, including postage, will be displayed. If you approve, simply click the SEND THE MAIL Button. Your document is encrypted and uploaded to our secure site. Within hours your mailing is printed and delivered directly to the U.S. Postal system. In order to take advantage of our L-Mail program, it is suggested that you create and utilize various templates and envelopes. This guide will assist you in taking advantage of the many template features L-Mail has to offer.

2. Introduction

a. Office Defaults
i. You will learn to set you office defaults folder for L-Mail
b. Envelope Types
i. You will learn how to add, modify, customize envelopes with various return addresses
c. Mailing History
i. You will learn how to view your mailing history.  You can also print you mailing history on your local printer
d. Template Documents
i. You will learn how to add, modify, customize prewritten word and other templates

3. Office Defaults

a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preference
i. Preferences window opens
c. Click Office Default
i. Office default window opens

1. L-Mail customer I is displayed

2. Pay Pal Payment E-Mail address is displayed

3. Documents Work folder is displayed.  You can click the browse button on the right to change this folder to point to anywhere on your computer.  It is recommended that you create a new folder under my documents.  For example C:\My documents\ L-Mail work documents.

4. Default Standard Envelope return address is displayed.  Fill in your default envelope return address.  Click the browse button on the right to add any Return address logo you may have.

4. Envelope types

a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click on envelope type
i. Envelope type window opens.  This window displays the various envelopes you can utilize and allows you to create new envelopes with different return addresses and logos.

1. Insert sets the highlighted envelope as your default envelope

2. Delete will delete the highlighted envelope

3. Copy creates a copy of the highlighted envelope

4. Close brings you back to preferences page

5. Change allows you to edit current envelope settings
a. Envelope type/Description allows you to create names and descriptions of your envelopes

b. Address from is split into two parts.

i. Print image is the placement of the return address on the printed envelope.  This only relates to printing envelopes on your local printer.  This is where you will add/relocate the printed return address and any logos you use.  You have the ability to change fonts, bold, italic, ALL CAPS and browse for logo images and change the placement of the return address on the printed envelope.  You can click the browse button for fonts and write in the name of any font you want to use.  The horizontal and vertical positions refer to the placement on the envelope in relation to an 8 ½ X 11 piece of paper in the portrait position.  This allows you to use any size envelope you wish.  Horizontal/Vertical numbers are in inches.  For example, 1500 in the horizontal position is 1.5 inches from the top.  A vertical of 750 would be ¾ of an inch from the side.  These numbers will change based on the envelope type, tray feeding, and local printer type.  The best way to experiment is to print your envelope on an 8 ½ X 11 piece of paper and hold the desired envelope next to the paper.

ii. Screen image is the placement of the return address on Mail cart screen.  All of the same conditions apply as on the print image area above.

c. Address to is the placement on the printed envelope only.  All of the same conditions apply as on the print image area above. 

6. This information does not get used at the print shop during mail preparation.
 

d. You can also view your envelopes by going to Go to Mail Cart
i. Here you can view you envelopes on the screen

5. Mailing History

a. Open L-mail by double clicking on the L-mail desktop icon
b. Click on Preferences
i. Preferences window opens
c. Click on Mailing History
i. Mailing History window opens

1. Single  Click on any of your mail jobs to see the document mailed and the envelope file

2. Item is this mailing window opens

a. Single  click on the mail PDF or the envelope PDF to view the PDF documents of your mailing.  You can reprint any of portion of your mailing at this point

6. Template Documents

a. Open L-mail by double clicking on the L-mail desktop icon

b. Click on Preferences

i. Preferences window opens
c. Click on Template Document
i. Template Document window opens

1. Insert allows you to add additional template documents.  Examples may be; letterhead, prewritten word documents, newsletters, or any other template file you utilize. 

a. Order Number allows you to change the order in which you see you templates.  Make sure you do not have duplicate order numbers

b. Name allows you to give your template a name.  For example “Lettermatics Letterhead”.

c. Full path name is the location of the template file.  For example C:\documents\Lettermatics Letterhead.doc.  L-Mail also supplies you with over 10 templates to start with, such as Letterhead, Newsletters, and postcards.  These templates are located in C:\LMI\Lettermatics\LMIxapps\Templates.

2. Change allows you to make changes to the highlighted template

3. Delete allows you to delete the highlighted template

Have questions?  Please visit our Help site or our Knowledgebase site or contact our support team:
Email: JPortale@L-mail.net   ::   Phone: 201- 723-4679   ::   Mobile: 201-723-4679  ::  Video