Max It! User Guide Copyright Copyright ® 2009 ACS Technologies Group, Inc. All rights reserved. Reproduction of any part of this publication by mechanical or electronic means, including facsimile transmission and e-mail, without the express permission of ACS Technologies Group, Inc. is strictly prohibited. Contents Using Max It! ................................................................................................................... 1 Before Using Max It ........................................................................................................ 1 Setting Up Address Labels in People ............................................................................. 2 Setting Up Address Labels in Organizations .................................................................. 6 Printing Your Prior Max It! Settings ................................................................................. 9 The PRESORT Agent Wizard ....................................................................................... 10 Selecting Sort Templates in the PRESORT Agent Wizard .................................................. 11 Selecting Mail Class and Piece Type ................................................................................... 13 Entering Mail Piece Dimensions, Thickness, and Weight .................................................... 14 Defining Sort Levels and Advanced Options ....................................................................... 15 Entering Mailing Information ................................................................................................ 20 Selecting Mail Sort Discounts .............................................................................................. 24 Entering Publication Information .......................................................................................... 26 Selecting Tray or Sack Labels ............................................................................................. 28 Finishing up in the PRESORT Agent Wizard: The Progress Window ................................. 31 Previewing and Printing Max It Postal Reports .................................................................... 33 Before Closing the PRESORT Agent Wizard ...................................................................... 35 The Label Designer Wizard .......................................................................................... 36 Printing Address Labels ....................................................................................................... 37 Printing Addresses Directly on Envelopes or Mail Pieces ................................................... 41 Copying Label and Envelope Templates ............................................................................. 45 Customizing your Address Block in the Label Designer Wizard .......................................... 46 iii Max It User Guide The Label Designer ....................................................................................................... 47 Design Mode ................................................................................................................. 47 The Design Mode Toolbars .................................................................................................. 48 The Label Designer Workspace ........................................................................................... 50 The Properties Window ........................................................................................................ 51 Customizing a Label’s General Settings .............................................................................. 52 Customizing an Envelope’s General Settings ...................................................................... 54 Customizing the Address Block in Design Mode ................................................................. 56 Customizing the Recipient’s Name on the Address Label ................................................... 58 Adding Objects in the Label Designer .................................................................................. 59 Working with Static Text ...................................................................................................... 60 Working with Database Fields ............................................................................................. 62 Working with Lines ............................................................................................................... 63 Working with Shapes ........................................................................................................... 64 Working with Images ............................................................................................................65 Working with Barcodes ........................................................................................................ 66 Setting Up Custom Conditions ............................................................................................. 66 Moving Objects .................................................................................................................... 70 Deleting Objects ................................................................................................................... 70 Preview Mode ............................................................................................................... 70 The Preview Mode Toolbar .................................................................................................. 70 Displaying and Printing Spacer Labels ................................................................................ 71 Printing Your Labels or Envelopes ....................................................................................... 72 After Completing your Max It! Mailing ........................................................................... 73 Additional Resources .................................................................................................... 73 Resources from ACS Technologies ..................................................................................... 73 Resources from the USPS ................................................................................................... 74 iv Using Max It! ACS Max It!® is a bulk mailing tool that works in conjunction with the ACS Cass It!™ and ACS People and Organizations modules. After you CASS™ (Coding Accuracy Support System) certify your mailing with ACS CASS It, Max It presorts your mailing addresses to meet United States Postal Service® (USPS) requirements for bulk mail discounts and sorts your mailing so that you receive the highest discount possible. With Max It, you can design and print address labels for your mailing, or you can print addresses directly on your mail piece or its envelope. In addition, Max It calculates, completes, and prints all required postal documentation, so that you can spend your valuable time working toward your organization’s goals rather than filling out complicated forms. Released in March 2009, ACS 10.2’s Max It was upgraded with additional features to serve your bulk mailing needs. Some new features in Max It include: • Printing addresses directly on your mail piece or envelope. If you want to print your addresses directly on the envelopes, periodical, or package you’re mailing, you can easily do this in Max It. • Excluding remaining records from any mailing sort. If you only want to send mailings to addresses that are eligible for Automation discounts, the records that meet those requirements will be sorted, and any remaining records can be sorted as Nonqualified or excluded. • Previewing your tray or sack labels with your bulk mail reports. • Forcing ZIP® Codes as in-county for periodical mailings. If your address list has a ZIP Code that crosses county lines, and you want those pieces to receive an in-county discount, simply enter these ZIP Codes when selecting mail sort discounts, and they will get the benefit of the in-county rate. • Printing Intelligent Mail barcodes on your address labels. • Saving your mailing reports as PDF (Portable Document Format) files. This allows you to e-mail your files or save them in a special folder on your computer or network. Before Using Max It Before using Max It to sort your mail for bulk mailing discounts, you need to take several important steps. If this is your organization’s first bulk mailing, ACS Technologies recommends that you hold an internal meeting within your organization to make decisions about your bulk mailing. Some items you may want to discuss include: 1 Max It User Guide • Your mailing’s sort class (First-Class Mail, Periodical, Standard Mail, or Package Services.) For more information, see “Selecting Sort Class and Piece Type” on page 14. • Your mailing’s barcode. You can use the POSTNET, Intelligent Mail, or Full-Service Intelligent Mail barcode on mailings. To learn more about these options, see “Selecting a BarcodeType” on page 12. • Your mailing’s piece type (Machinable letters, flats, or postcards; or nonmachinable letters or flats). Each piece type has specific dimensions, so if you have any questions regarding piece type, contact your Post Office™. • Your mailing’s sort level (Carrier Route, Automation, Nonautomation, Single Piece). For more information, see “Defining Sort Levels and Advanced Options” on page 21. • Formatting your address labels. Max It allows you to print your addresses on labels or directly on envelopes. For more information