Create an Address List or Mailing Labels for Clients or Vendors

Document ID

Document ID HT4767

Product

  • JurisĀ®


Category

  • Product Features

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Article Content

Option #1: Create an Address List/Mailing List of Clients/Matters or Vendors in Excel:

  1. Open Juris Supplemental Reports in Microsoft Access.
  2. Click Queries from the Objects List.
  3. Double-click ClientMatterNamesW/Addresses to open an Access Document with the mailing list data.
    Note: Alternatively, the Vendor Payments report in Supplemental Reports can be used to retrieve Vendor addresses. The report can be saved to Excel.
  4. Press CTRL A on your keyboard to highlight the entire document.
  5. Press CTRL C on your keyboard to copy.
  6. Click File and select Exit to close Microsoft Access.
  7. Click the Windows Start button.
  8. Click Programs and select Microsoft Office.
  9. Click Microsoft Excel to open Microsoft Excel.
  10. Click cell A1 in the Excel spreadsheet.
  11. Press CTRL V on your keyboard to paste the document.
  12. Delete any columns you want to remove and resize any columns you want to change.
  13. Click File and select Save to save the Excel spreadsheet.

Option #2: Print mailing labels from within MS Access:

  1. Open Juris Supplemental Reports in Microsoft Access.
  2. Click Queries from the Objects List.
  3. Double-click ClientMatterNamesW/Addresses to open an Access Document with the mailing list data.
  • Access 2003: From the toolbar, click Reports, then click New. Select Label Wizard, then select the query to be used for the labels. Click OK.
  • Access 2007 & Newer: Select the Create tab, then click the Labels icon in the toolbar. This will open up the Label Wizard and then you can continue with the steps below.
  1. Choose the type of label that will be used. The options include different manufacturers as well as what style label. After the selection has been made, click Next.
  2. Select the font, size, etc. that will be used on the labels.
  3. Now choose how the label is to be set up. Highlight the area to the left that lists the available fields, then click the > button. Any spaces or commas that are to appear in the label must also be entered manually. To start a second line, press Enter. Use the arrow keys to maneuver between fields and lines. Click Next once the label is set up as desired.
  4. Make any sort selections as needed. Click Next when complete.
  5. Name the label report, then click Finish.
  6. The labels will now appear if the selection was made to see the labels as they will look printed.
Note: LexisNexis® no longer supports setup, installation, troubleshooting or usability of Microsoft® Access based Juris reports. For more information see article: SU8256 Juris Support for Microsoft Access Based Reports Ending 12/31/2020. Due to the end of support for MS Access, this article will be removed from Support Center on or after 7/01/2021.
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