Step 1 – Requesting Mailing Label Template

Contact Rosemark support and request the mailing template.  Please make sure that you choose either Avery 5160 or 8160 labels to ensure that the formatting works correctly.  We recommend saving the template in a folder named ‘Mail Merge’ for use later.

Step 2 – Export Client or Caregiver Information

1. Go to the main Rosemark window and select either the Client List – Active or Caregiver List - Active.  You can also export other lists if needed.

2. From the active list go to the ‘File’ menu and select ‘Export List to spreadsheet…’

3. A list of all the exportable fields will pop up, press ‘OK’ at the bottom of the window.  You do not need to deselect any fields, the mail merge will only pull the fields needed for the mailing labels.
4. Rosemark will prompt you to save the export on your computer, save it in the same folder you stored the mailing label templates.  Once you save it you’ll be asked if you want to open the file, press ‘No’.

Step 3 – Running the Mail Merge

1. Open the folder containing both the mailing label template and the client/caregiver list export.
2. Open the mailing label template file.
    
3. You will be prompted by Microsoft Word with a warning, click ‘Yes’.

4. Another prompt will ask you to find the data source to use for the Mail Merge.

5. Find the Mail Merge folder and select the exported client or caregiver list.

6. This will open the blank mailing label template.  To complete the Mail Merge go to the ‘Mailings’ tab at the top of the Word window.  Click on ‘Finish & Merge’ and select ‘Edit Individual Documents…’ like in the image below:

7. A window will pop up asking you to ‘Merge to New Document’, press ‘OK’.

8. The Mail Merge will complete, from there you should make sure to save the file using ‘Save As’ rather than save to preserve the label template for future use.  Name the new file and press ‘Save’.
9. Once the labels are created and saved you can print them when you’re ready!