Creating labels in Matters

When you add a matter to ALB the matter is automatically added to the label printing list, viewable on Label Printing, ready to be selected for printing. You can also add matters, clients, contacts and deeds to the label printing list manually.

There are two manual methods of adding items to the label printing list – Method 1, from the Details screens, can be used for adding any type of item to the label printing list whereas Method 2, from the Label Printing screen, can only be used for adding clients or matters to the list.

There are four types of label in ALB:

• Client label
• Matter label
• Contact label
• Deed label

Label printing process

The process of printing labels involves:

• Adding items to the label printing list
• Printing the labels

You can also import a label template.

Adding items to the label printing list

Method 1 - from the appropriate Details screen

1. Select the item you want to add to the label printing list displayed on one of:

• Matter Details (each matter is added to the label printing list automatically when the matter added to ALB, so you only need to add it manually if it has been removed from the list)
• Client Details
• General Contact Details
• Service contact details
• Deed Details

2. Click the Actions menu and select Create Label. The item is added to the list of labels.

Method 2 - From the Label Printing screen (for Clients and Matters only)

1. On the Tools menu in Practice Management, click Label Printing.
2. Click on the tab Print Matter Labels or Print Client Labels to select the type of label item you want to add.
3. Enter the client or matter Ref: or click to search for the item.
4. With the item you want to add displayed, click Add.
5. The item is added to the list of labels.

If you need to remove an item from the label printing list, on Label Printing, right-click the item and select Remove Matter, Remove Client, Remove Contact or Remove Deed.

Printing labels

1. On the Tools menu in Practice Management, click Label Printing.
2. Select the type of label items you want to print: click one of Print Matter Labels, Print Client Labels, Print Contact Labels, or Print Deed Labels.
3. Select the label items for printing:
4. • If you want to print all items in the list, click Select All.
   • If you want to print individual items, click each one to select it. A green tick is added to the right of a selected item.
   • For clients, if you want to print all labels for a partner or branch, right-click one such client and select Select All By Partner or Select All By Branch.
   • For matters, if you want to print all labels for a fee earner, branch or department, right-click one such matter and select Select All By Fee Earner or Select All By Branch or Select All By Department.

4. Select the Print Labels tab.
5. If there is a choice of Label Format, select the one to use. You can click Preview to see how this will look before you decide to print.
6. Click Print and complete the Windows Print dialog.
7. When printing is finished, you are asked if you want to remove the labels from the list. If you want to clear the list, click Yes; if you want to retain the list for further printing, click No.

Importing a label template

You can use the default label template or upload custom label templates specific to a label type.

1. On the Tools menu in Practice Management, click Label Printing.
2. Select Import custom template.
3. On Import Custom Template, click to browse for the template file.
4. Use the Label Type drop-down to select the entity the template will be used for.
5. Add a Description and Notes if you wish.
6. Click OK. The template is imported and will appear in the Label Format list for the appropriate label type.