Change Organizer mailing slipsheets

Before printing, you can customize the preparer and client slipsheets, and the portrait folder inserts by altering the layout, font, border, and adding a logo. Changes made to slipsheets or inserts affect all the Organizer packages.
note
Barcodes on the Client Organizer slipsheet is not CASS and PAVE certified.
  1. Select
    Setup
    , then choose the entity.
  2. Go to the
    Organizer
    tab.
  3. Select
    Slipsheets
    to open the Slipsheets window.
  4. Choose the item to edit and select
    Open
    .
  5. Make your changes in the Document Editing window.
  6. Save your edits and close when finished.

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