Professional Documents
Culture Documents
19 Warnings settings.
5 what is SmartStamp® 3.0?
21 Language settings.
6 new features of version 3.0
22 Info settings.
7 get started 23 Templates.
7 What you need. 25 Address books.
7 How to install SmartStamp® 3.0. 27 Postal services.
8 See a demonstration. 29 View your account balance.
9 How to open SmartStamp.®
9 How to activate SmartStamp.® 30 use SmartStamp®
9 How to Trial Print your postage. 30 create envelopes and labels
9 How to print a specimen postage mark. 31 Print modes.
10 How to personalise your postage with logos or slogans. 31 Trial print your postage.
11 Insert your company logo. 32 Print a single envelope or label.
12 Logo and Slogan option. 35 Mail merge.
12 How to print a single envelope or label. 36 Print postage marks for multiple addresses.
13 How to top up your account. 37 Change mail merge settings.
15 Use SmartStamp® on multiple computers. 37 Bulk print.
15 Printer compatibility. 38 Bulk print postage onto envelopes or labels.
16 Your navigation menu. 39 Change bulk print settings.
16 Settings. 39 logos, slogans and sender addresses
17 Customise your settings. 40 Applying a logo or slogan.
17 Connection settings. 41 Applying a logo to envelopes and labels.
18 Having trouble with your printer and/or 42 Removing logos.
internet connections? 43 Add a slogan.
19 Can I get a refund on unused or damaged 44 Add a sender address.
postage marks? 46 Selecting or editing an existing sender address.
47 print envelopes and labels 67 Remove postage values from your Favourites.
47 Save a template. 68 Find a postcode or address.
48 Open a template. 68 Understand the postage mark.
49 Alter the preview to your printable area. 69 address books
50 Printer offset. 69 Select your address books.
52 Adjusting a print with printer offset. 70 Access and import your PC’s address books.
55 Choose the right format for envelopes and labels. 71 Import data from Microsoft® Exchange (CDO).
55 Print onto labels. 71 Import data from Symantec ACT!
56 Choose the right label. 72 Import data from Microsoft® Excel.
58 Print specific labels within a sheet. 73 Import data from eBay.™
58 Select labels for editing. 75 Import data from Microsoft® Access.
59 Select labels for deletion. 75 Configure your address table.
60 Add labels on a mail merge. 77 Search for an address.
60 Print onto envelopes. 78 Select an address for single print.
61 Choose the right envelope. 78 Select multiple addresses for a mail merge.
62 Custom formats. 80 Postage History
62 Change details or settings before printing. 83 Export Postage History items.
63 Load envelopes and labels correctly.
64 postal services and postage marks 84 manage your account
64 Get Royal Mail product and service information. 84 make payments and manage your account online
64 New prices and formats. 85 Top up your account.
65 Delivery within the UK and Channel Islands. 85 View your account statement.
66 Standard parcels. 86 View your current balance.
66 Delivery outside the UK. 87 Print a statement.
67 Favourites 87 Apply for a refund.
67 Save frequently used postage values. 88 Update your personal details.
89 troubleshooting
89 I’ve forgotten my password.
90 My account has been suspended.
What shall I do?
90 Can I get a refund on unused or damaged
postage marks?
90 I’m having trouble with my printer and/or
internet connections.
91 Can I abandon or reset a print?
92 Can I change the settings for a complete mail merge?
92 Can I change the settings of one item in a mail merge?
93 Can I use SmartStamp® with more than one
address book?
93 How does Royal Mail process postage created
by SmartStamp®?
93 How do I get additional SmartStamp® software?
93 How do I uninstall SmartStamp®?
new features of version 3.0 In addition to these new features, we have also enhanced the
functionality for labels, logos, templates, mail merges, editing,
In response to your feedback, we’ve improved the adding and deleting.
software in the following ways:
Advice Centre: this replaces the current ‘hints & tips’ and offers
much more information and technical support.
Ad hoc Business Collections: now you can pay for an ad hoc
Business Collection through SmartStamp,® in the same way that
franking customers can pay through their meter.
eBay™ address book: this lets you select address details from your
eBay™ address book and even choose the addresses for auctions
ending between specific dates.
Interface with Microsoft® Access: this means you can mail from
address books held in Microsoft® Access.
Royal Mail forms: now you can preprint Certificate of Posting
forms with details of your mailings, so you don’t have to fill them
out at a Post Office® branch. This excludes Special DeliveryTM
products.
Posting journal: this lets you create a journal of all the items
you’ve posted within a specific timeframe, including information
such as the date, address and price.
Price of bulk mailing: now the screen shows you the cost of your
mailing before you print out the postage.
What you need. If you do not already have this browser installed, you can
download it from www.microsoft.com/downloads
• PC with a minimum 200Mhz processor, at least
64MB RAM and 20MB free hard disc space
How to install SmartStamp® 3.0.
• Microsoft® Windows® – either:
1 Before you start, make sure you login to your PC
• 98 (SE 2nd Edition) as an Administrator.
• 2000 (server, professional, SP2 & SP3) 2 Close all applications on your PC.
• NT 4.0 server (4.0 workstation, SP6 & SP6a) 3 If you downloaded the WinZip version, double click
either ‘smartstamp_ver3_XP_setup.zip’ if you are
• XP Home & Professional (SP1) using Windows XP or ‘smartstamp_ver3_setup.zip’
• Printer (inkjet, laserjet or thermal with 300dpi or if you are using any other version of Windows to
higher output) extract the SmartStamp® exe file.
You can download SmartStamp® by visiting 5 Open SmartStamp,® enter your reference number and follow
www.royalmail.com/smartstamp, clicking ‘Buy Now’ the instructions to complete the installation and activate
and following the payment instructions. Alternatively you your account.
can download SmartStamp® from the ‘My Account’ page of
6 If you need any further help, please call our customer
the SmartStamp® website.
helpline on 08456 001 334. Opening hours are
SmartStamp® is not supported on Apple Macintosh. Monday to Friday, 8am to 6pm. Local rates apply.
SmartStamp® works best with Microsoft® Internet Explorer® 6.0.
See a demonstration. Simply follow the on-screen instructions or read on to learn how to
activate SmartStamp.®
Before you begin using SmartStamp,® go to ‘Start printing
SmartStamps now’ to see a demo to: Once you enter the Welcome screen, the Envelope Template page
becomes your default start page. Next time you open SmartStamp,®
• find out more about how SmartStamp® works
it will open with the last print medium (envelopes or labels)
• set up templates you used.
Open SmartStamp®
How to personalise your postage with logos ‘Logos & Slogans’ features:
or slogans. • Insert Logo - either use your own logo or choose an image
You can give your mail a truly professional look by adding your from our logo library
own logo or slogan alongside your printed postage mark. With • Insert Slogan - choose a font and write your message
SmartStamp,® you have an area of 50mm x 28mm to the left of
your postage mark reserved for your business personalisation. • No Logo/Slogan - cancel any previous settings.
format options
preview area
You can choose a logo from SmartStamp’s logo library, which will
open by default when you select ‘Insert Logo’ and click on ‘Select
File’. You can also copy your own logos into this folder to access
them easily.
5 If necessary, switch to another print format (such as envelope size) How to top up your account.
via the drop-down list, and your selection will be displayed in the
preview area. 1 Click ‘My Account’ on the left hand navigation of SmartStamp.®
You will be taken to the login area of the Royal Mail website, and
Note that you can only select different sizes or types of the same you will be asked for your account password which will take you
medium (ie. envelope or label) that you originally selected. to your account home page.
6 If you have entered a recipient’s address and chosen to print to 2 Click ‘Top Up Your Account’.
a label, the labels will either print singly or in pairs. They work as
pairs where there are more than four labels per sheet. Where 3 Select whether you wish to make regular or one-off payments.
there are one, two or four labels per sheet, the address and One-off payments are automatically made using the payment card
postage are both applied to the same label. For labels that work details stored in ‘My Personal Details’.
as a pair, double click on the preview area to edit either of them.
Both labels will then be opened for editing. To print a single label
without an address, leave the Address Box empty in Single Print
mode or select Bulk Print mode and ‘1’ from the ‘Number of
Stamps’ box.
7 Select a printer from the ‘Select a Printer’ drop-down list and
edit your printer settings.
8 When you’re ready to print your stamped envelope or label, click
‘Trial Print’ or ‘Print’.
Remember, we advise that you trial print until you are confident
using SmartStamp.®
SmartStamp® supports the following connections: Once configured, your internet connection settings are saved
and can be changed afterwards via the ‘Connection’ tab through
• Dial up connection to the internet – you can either choose a
‘Preferences’ in the ‘Extras’ menu.
preferred selection from the available dial up connections or
use the current standard connection
• AOL connection direct to your AOL provider
• CompuServe connection direct to your CompuServe provider
• LAN connection to the internet using your Local Area Network
(LAN) settings
• Manual connection to the internet every time you request
online services, such as connecting to your account when
printing postage or refreshing your account balance.
‘Preferences’ menu
Having trouble with your printer and/or internet Check if your proxy settings are correct. (Note that SmartStamp®
connections? uses Internet Explorer settings for this. If you use a different
browser, such as Netscape, to access the internet, it may be that
If you are having difficulties connecting to your printer, you don’t have Internet Explorer set up properly.)
it is likely that there’s a problem with Microsoft® Windows®
Any persistent problems may be due to a hardware configuration.
or your printer driver.
You should check the following:
Try a test print by selecting the appropriate printer from the
Windows Control Panel. If your internet connection is not working, • Is your modem working and correctly installed?
first check your SmartStamp ® internet settings.
• Are your ISDN card settings correct?
These can be found on the ‘Connections’ tab of the My Settings
• If you use a LAN, are your network settings correct?
screen. If the settings appear to be correct, next use the Internet
Connection Wizard to try to automatically reset your connection.
Connection settings
‘Connection’ tab
‘Preferences’ menu
Then just fill in the details as appropriate, print off the form, and • High Value Warning – if your selected postage exceeds
send it to us with your unwanted postage marks. a pre-specified value.
Go to page 87 for more on applying for a refund. How to set up automatic Low Credit Warnings:
You will only receive a warning when your Low Credit Reminder 2 Check the ‘High Value Warning’ box and specify a value for your
is active. This reminder will generate a message when you print SmartStamp® balance. A default value of £5 appears in this input
postage that takes your SmartStamp® credit below the specified amount. field, which you can raise or lower either manually or by clicking
the arrows.
How to set up automatic High Value Warnings:
3 Click ‘OK’ to save your changes.
Once your High Value Warning is active, you will receive a message
1 Click ‘Preferences’ in the ‘Extras’ menu in the navigation
when you select postage with a value that exceeds your specified
list and select the ‘Warnings’ tab.
limit. If your High Value Warning is not active or if you deactivate
it, you will not receive a warning.
Warnings settings
‘Warnings’ tab
‘Preferences’ menu
Language settings. 2 Select either ‘English’ or ‘Welsh’. The preview to the left will
display the postage mark for the language you have selected.
How to configure your postage marks in
3 Click ‘OK’ to save your changes.
English or Welsh:
Language settings
‘Language’ tab
Info settings.
When using SmartStamp® in live mode, click here to check your
customer reference number and existing software version.
You will find this information in the ‘Info’ tab when you click
‘Preferences’ in the ‘Extras’ menu.
Info settings
‘Info’ tab
‘Preferences’ menu
Templates. • the font settings of text elements (slogan, message, and recipient
& sender address)
SmartStamp® lets you create and save your most frequently used
configuration settings as reusable templates for envelopes and labels. • the printer you’ve selected to print the template
A template generally stores: • the printing memo
• the format (i.e. envelope size and label sheet) • the logo or slogan you’ve selected
• the product information and additional services • the recipient address
• the sender address
• the postage you have selected.
An envelope template
The last sender address and logo/slogan used are displayed as Please note: the date of posting is not stored in the template but
default in the preview area but are not saved as part of your added automatically by SmartStamp.® It is always determined by the
template. When you click on ‘Envelope’ or ‘Label’ in the ‘New’ current date plus one day into the future. The date takes account of
menu, the last configuration appears in the preview, including the weekends and all British Bank Holidays.
last printer you used. You can always return to your templates by
clicking on ‘Open’ in the ‘Template’ menu. Go to page 47 for more on creating templates.
Address books. All supported address books are listed in a drop-down menu
called ‘Choose Address Book’.
Your SmartStamp® address book lets you select
recipients that you have already set up on your PC. An activated address book is shown with a dark blue checkmark.
An uninstalled or deactivated address book is shown with a
SmartStamp® supports the following PC address books: red checkmark.
• Microsoft® Address Book (WAB) To activate or deactivate an address book in the drop-down list,
• Microsoft® Outlook click ‘Settings’. Once an address book is selected, all entries in
• Microsoft® Exchange (CDO) the address book are listed on the left hand side of the Address
• Symantec ACT! Book window.
• Microsoft® Excel (xls)
• New! Microsoft® Access (mdb) You can define which fields you want to display in your Address
• New! eBay™ Address Book. Book window by clicking ‘Properties’.
If you are in Mail Merge mode, you can select multiple addresses by Once you have selected an address, you can specify which fields are
ticking the checkboxes beside each entry in the address table. to appear on your envelope or label, and in which order, by clicking
‘Configuration’.
Selected addresses automatically appear in the Edit Address box,
where you can change existing addresses or add new ones. These You can also search for a specific entry in a selected address book
changes will only be saved in SmartStamp,® not in your PC’s actual by entering all or part of a keyword and clicking ‘Search’. Your
address book file. search results will appear in the address table.
If a contact in your address book has more than one address listed, Click ‘OK’ to apply the selected recipient address(es) or ‘Cancel’
you can choose which you want to use. To do this, select ‘Business’, to return to the SmartStamp ® Selections window.
‘Private’ or ‘Other’ from the right hand side of the input box.
Go to page 69 for more on using address books.
Postal services. Each option gives a summary of the product and additional
services, listed as follows:
In the product selection area of the SmartStamp® Selections
window, you can choose from the following postal options: • Country of destination
• UK Mail – select and save products and additional services for • Price of the product class per weight selected (in £)
destinations within the UK and Channel Islands
• Price of the additional services selected (in £)
• Overseas Mail – select and save products and additional services
for destinations abroad • Total cost (in £)
• Favourites – select from frequently used postage values, settings • Post by date.
and services that you have saved. Changes to country, price, product, weight and additional
services are updated automatically.
From 21st August 2006, you will need to ensure that you select
the correct format for your postage item: i.e. Letter, Large Letter
Select postal
or Packet.
services
address area
Go to page 64 for more information on new formats.
print mode selector
‘Favourites’, ‘UK Mail’ and
‘Overseas Mail’ options
summary of product
and any additional
services selected
Please note: The Post by date will not include Saturdays, Sundays or
any British Bank Holidays. So if you print a SmartStamp® on a Friday,
the Post by date printed will be the Monday. If that Monday is a Bank
Holiday, then the Post by date will be the Tuesday.
View your account balance. To update your SmartStamp® balance, click ‘Update’ in the top right
corner. You will be asked to enter your SmartStamp® print password
Your last updated SmartStamp® balance is always and click ‘OK’.
shown in the top right corner of your main SmartStamp®
screen. When you print a postage mark, your balance is
updated automatically.
You may need to refresh your balance if you have topped up your
account using Royal Mail’s website, or if more than one
person/workstation accesses a single SmartStamp® account.
create envelopes and labels When you select either of these actions, the SmartStamp® Selections
window will open for you to prepare your mail.
The ‘Envelope’ tab in the ‘New’ menu lets you prepare an address
and postage mark for printing to single or multiple envelopes. Click SmartStamp® lets you define your own envelope and label formats
on ‘Save’ in the ‘Template’ menu when working in Single Print, Bulk and these custom formats can be used as easily as the standard
Print or Mail Merge modes to save your settings for reuse on the ones. You can choose your custom envelope or label from the format
Envelope Template screen. drop-down list on the preview area. You will find them underneath
the section ‘Custom Envelopes’ or ‘Custom Labels’.
The ‘Label’ tab in the ‘New’ menu lets you prepare an address and
postage mark for printing to single or multiple labels. Click on ‘Save’ To create, modify or delete your custom envelopes or labels, you
in the ‘Template’ menu when working in Single Print mode to save simply choose ‘Define...’ under the ‘Custom Envelopes’ or
your settings for reuse on the Label Template screen. ‘Custom Labels’ section of the format drop-down list.
format options
4 If your print contains more than one element (e.g. mail merge or Print a single envelope or label.
bulk print of more than one stamp or address and stamp), you can
specify the number of items that will be printed in the trial print. How to print postage onto a single envelope
or label:
a. If labels, the number of trial prints is the number of sheets.
1 Select ‘Envelope’ or ‘Label’ from the ‘New’ menu in the
b. If envelopes, the number of trial prints is the number of
navigation list to the left. The SmartStamp ® Selections window
envelopes.
will automatically appear. Select ‘Single Print’ mode.
To trial print, no internet connection or password is required.
2 Enter the recipient’s address in the text field provided by either: 5 If necessary, you can switch to another format (i.e. for envelopes
a. manually entering the recipient's address in the text box you can select different envelope sizes) via the drop-down
or ‘Choose a format to print on’. The selection is automatically
b. clicking the ‘Address Book’ button and locating the address, displayed in the preview area below.
then clicking the ‘OK’ button.
From 21st August 2006, you will need to ensure that you select
3 Select the appropriate postage product from your ‘Favourites’ or the correct format for your postage item: i.e. Letter, Large Letter
from the options available under ‘UK Mail’ and ‘Overseas Mail’. or Packet.
4 Click ‘OK’ to return to the main preview area.
Go to page 64 for more information on the new formats.
select a format
preview area
7 Select a printer from the drop-down ‘Select a printer’ menu • For ‘Trial print’ no internet connection is required
and choose the required printer settings.
• For ‘Print’ an internet connection is required in order to debit
8 When you’re ready to print your stamped envelope, you may your account.
select either:
This connection is established by the connection settings selected
a. ‘Trial print’ to print a specimen stamp without your account on the ‘Preferences’ screen under ‘Extras’.
being debited
or
b. ‘Print’ to print the actual stamp and debit your account.
select a printer
preview area
Mail merge. Select ‘Envelope’ or ‘Label’ from the ‘New’ menu to open the
SmartStamp® Selections window. Then select ‘Mail Merge’. From
Mail merge is a method of selecting multiple addresses from your here, you can select from ‘Favourites’, ‘UK Mail’ and ‘Overseas
address book to create a batch of postage paid envelopes or labels, Mail’ for your mail merge.
each containing a unique address.
Your product selection will be the same for all addresses you select.
You can run a mail merge by simply selecting multiple addresses Individual items in the Mail Merge can have the stamp, sender
from your address book. address and even the recipient address edited.
Clicking ‘OK’ opens your address book, where each address book
entry has a checkbox so that multiple addresses can be selected.
Print postage marks for multiple addresses. How to print postage marks for multiple addresses
on labels
How to print postage marks for multiple addresses
on envelopes: 1 Select ‘Label’ in the ‘New’ menu to open the SmartStamp®
Selections window.
1 Select ‘Envelope’ in the ‘New’ menu to open the SmartStamp®
Selections window. 2 Select ‘Mail Merge’ print mode.
2 Select ‘Mail Merge’ print mode. 3 Select the appropriate postage product (note that you can change
individual postage marks later) and click ‘OK’. This will open the
3 Select the appropriate postage product (note that you can change Address Book window.
individual postage marks later) and click ‘OK’. This will open the
Address Book window. 4 Select addresses by clicking the checkbox next to each address
required.
4 Select addresses by clicking the checkbox next to each address
required. 5 Click ‘OK’ to return to the main preview area, at which point
each of the selected addresses is applied to a label or pair of
5 Click ‘OK’ to return to the main preview area, at which point each labels, depending on your chosen format. You can edit an
of the selected addresses is applied to an envelope. address/postage pair by clicking on the address or postage label.
6 You can preview your individual envelopes by clicking the arrows (Go to page 35 for using labels in Mail Merge.)
located below the main preview area. You can change the envelope 6 You can preview your individual sheets of labels by clicking the
format for the mail merge via the drop-down ‘Select a format to arrows located below the main preview area. You can change
print on’. the label type and format for the mail merge via the drop-down
7 Select a printer from the drop-down list and edit the printer ‘Select a format to print on’.
settings.
8 When ready to print your postage marked envelopes, click
‘Trial Print’ or ‘Print’. We advise that you always trial print
until you are used to using SmartStamp.®
7 Select a printer from the drop-down list and edit the printer Bulk print.
settings.
When you select ‘Bulk Print’ from the SmartStamp ® Selections
8 When you’re ready to print your postage marked labels, click window, a numeric box will appear.
‘Trial Print’ or ‘Print’. We advise that you always trial print
until you are used to using SmartStamp.® You can either select from this list, using the up and down
arrows, or manually enter a number up to a maximum of 999.
Change mail merge settings.
How to edit individual postage marks and
addresses:
1 Select the envelope, label or one of the labels from the pair of
labels you want to edit.
2 Open the SmartStamp® Selections window from the main preview
area by double clicking the preview or ‘Address & Postage’ from
the ‘Edit Mailing’ menu.
3 Edit the address or select the appropriate postage product from
the tabbed options. If you make changes (additions or removals)
to your Favourites, these changes will be saved in all other
print modes.
4 Click ‘OK’ to return to the main preview area.
Bulk print postage onto envelopes or labels. 4 Click ‘OK’ to return to the main preview area. You can preview the
individual envelopes or label sheets by clicking the arrows located
How to print postage in bulk for a number of envelopes below the preview area. You can switch to another print medium
or labels: via the ‘New’ menu. If you want to switch between envelopes and
labels, select ‘Envelope’ or ‘Label’ from the ‘New’ menu to reset
1 Select ‘Bulk Print’ from the SmartStamp ® Selections window. your print.
2 Specify the number of postage marks you wish to print by either 5 Select a printer from the drop-down menu and edit the
using the up and down arrows or manually entering a number printer settings.
from 1 to 999.
6 When you’re ready to print your stamped envelopes or label
3 Select the appropriate postage product from the tabbed options. sheets, click ‘Trial Print’ or ‘Print’. We advise that you always
trial print until you are used to using SmartStamp.®
Change bulk print settings. These logo formats may be applied to envelopes and some labels
in conjunction with Envelope Template, Label Template, Single Print,
How to change the number of postage marks to print Mail Merge and Bulk Print:
or edit other bulk print settings:
• Bitmap (.bmp)
1 Open the SmartStamp Selections window by double clicking the
®
preview or ‘Address & Postage’ from the ‘Edit Mailing’ menu. • TIFF (.tif)
2 Select the appropriate postage product from the tabbed options. • GIF (.gif)
If you make changes (additions or removals) to your ‘Favourites’, • JPEG (.jpg).
these changes will be saved in all other print modes.
Use the ‘Sender Address’ & ‘Logo/Slogan’ tab of the SmartStamp®
3 Click ‘OK’ to return to the main preview area. Selections window to select your logo or slogan for printing onto
envelopes or labels.
logos, slogans and sender addresses
A sender address can also be added to labels when one or two
Give your envelopes and labels a professional look – labels per sheet are selected.
by personalising them with your own logo or slogan
alongside the postage mark.
SmartStamp® has a logo library for you to use. You can save your
logo graphics in the SmartStamp ® default logo folder where you
can find them easily.
On envelopes, you can also include your sender address, which
will appear in the top left corner on the front of your envelope.
You may store up to five different sender addresses for reuse on
your envelopes, which saves you having to manually enter an
address every time you wish to use it.
Applying a logo or slogan. • ‘Insert Slogan’ (or message) for which you will write the text
and select or edit the font settings.
SmartStamp® allows you to add your own logo, slogan or message
alongside your printed stamps in a reserved area of 50 x 28 mm to Your selection and edits will automatically appear to the left of a
the left of the stamp. This gives your envelopes and labels a distinct specimen stamp in the preview area of the screen. This is so you
and professional appearance. can see in advance how the logo/slogan/message will look when
applied to the actual stamp.
To specify whether you wish to apply either a logo or slogan to your
envelope or label, the following radio buttons are provided in the The application of logos, slogans and messages can be used in
‘Logo/Slogan’ section of the tab: conjunction with Envelope Template, Label Template, Single Print,
Mail Merge or Bulk Print. Your chosen logo, slogan or message are
• ‘Insert Logo’ for the selection of either a Bitmap, GIF, JPEG or settings for the currently selected mail item.
TIFF from your own files
• If you would like to save the settings to all items of your current Applying a logo to envelopes and labels.
mailing, tick the ‘Apply to All’ check box below the preview area
How to apply a logo to a mailing item:
• you would like the settings to be your default settings tick
‘Set as Default’.
1 Select ‘Logo & Slogan’ from the ‘Edit Mailing’ menu to the
Any further mailings will feature these logo and slogan settings. left, or select it from the preview area by double clicking.
If you save the current mailing as a template, the logo and slogan
settings will be saved with it. 2 In the ‘Logo/Slogan’ section of the SmartStamp® Selections
window, select the ‘Insert Logo’ radio button.
To deactivate the logo, slogan or message, simply select
‘No Logo/Slogan’ in the ‘Logo/Slogan’ section of the screen. 3 Click the ‘Select file…’ button to open the default SmartStamp ®
logo folder.
The preview area will automatically respond by removing
4 Choose a logo or browse the file system for the desired image file,
the logo/slogan/message from beside the specimen stamp.
and click ‘Open’. The selected image is displayed to the left of the
specimen stamp in the preview area.
5 You can scale and align the logo you have selected by using the
corresponding controls to the right.
6 Tick the ‘Apply to All’ check box below the preview area to put
this logo on to all items of your current mailing.
7 If you would like to set this logo as default for future mailings,
mark the ‘Set as Default’ check box.
8 Click ‘OK’ to return to the original preview area.
9 Or click ‘Cancel’ to ignore the changes.
The size of your logo will be centred and scaled automatically. Removing logos.
If your image is too small and gets distorted when printed, you can
try adding a white or transparent background to the image with an • To remove a logo from a mailing item, simply select
image editor application. ‘No Logo/Slogan’
• The preview area will automatically respond by removing
Please note: the logo from beside the specimen stamp.
• SmartStamp® provides a selection of logos that you can choose
Remember that you can always select ‘Apply to All’ to remove
from. When you install SmartStamp,® the logos folder will open by
the logos from all items of the current mailing. Also, tick
default when clicking ‘Select file...’ in the ‘Logo/Slogan’ section
‘Set as Default’ to deactivate logos for future mailings.
of the SmartStamp® Selections window
• By pressing the ‘Select file…’ button after you have already made
a selection, the next file you select will replace the former
• By clicking ‘Cancel’, the changes will be ignored.
3 Enter the text of your slogan or message in the input field located How to change your slogan font settings:
to the left of the radio buttons. As you enter your text, it will
automatically appear to the left of a specimen stamp in the
1 Click the ‘Font’ button in the ‘Logo/Slogan’ section of
preview area below. The font that your slogan first appears in,
the SmartStamp® Selections window.
is dictated by the default font settings.
2 A standard windows font selection window will appear.
4 To centre the text and/or to break the text into more than one
line, use your space and return keys as necessary. Text which 3 Select the desired typeface and size, then click ‘OK’.
is longer than 255 characters will be truncated.
5 Tick the ‘Apply to All’ check box below the preview area to put Add a sender address.
the slogan on all items of your current mailing.
Sender Address allows you to store up to five different
6 If you want to set this slogan as default for future mailings, sender addresses for reuse on your envelopes. This saves
mark the ‘Set as Default’ check box. you having to manually re-enter the sender address every
7 When ready, click ‘OK’. time you wish to use it. (Please note that upon installation,
the sender address functionality is turned off and all five
8 Click on ‘Cancel’ to ignore the changes. positions are listed as unused.)
To remove a slogan from a mailing item, simply select ‘No The sender addresses that you enter will automatically be available
Logo/Slogan’. The preview area will automatically respond by for future selection. You will just need to click the ‘Sender Address’
removing the slogan that was next to the specimen stamp. option in the navigation bar and activate the ‘Show Sender
Remember that you can always select ‘Apply to All’ to remove Address’ box in the corresponding window.
the slogan from all items of the current mailing. You can also tick
‘Set as Default’ to deactivate the slogan for future mailings.
How to enter a new sender address for 4 In the input field, enter or edit the sender address as you wish
your envelopes: it to appear on the actual envelope. The sender address will
automatically be saved to the folder on your PC that you selected
1 Click the ‘Sender Address’ option in the navigation bar from the drop-down.
or double click to select it from the preview area.
5 Click the ‘Font’ button of the ‘Sender’ section if you want to
2 Tick the ‘Show Sender Address’ box. This will open both an change the font of the ‘Sender Address’. A standard windows
input field entitled ‘Sender’ and a drop-down list containing the font selection window will appear.
sender addresses you have entered so far.
6 Select the desired typeface and size, then click ‘OK’.
3 From the drop-down list, select either an unused entry or a
7 Tick the ‘Apply to All’ check box below the preview area to
used entry that you wish to overwrite. Selection of an unused
put this sender address on all items of your current mailing.
entry clears the field above. With the selection of a used
entry, the relevant data will appear in the input field for editing
and automatic storage.
8 If you want to set this sender address as default for future 4 In the input field, enter or edit the sender address as you
mailings, mark the ‘Set as Default’ check box. wish it to appear on the actual envelope. The sender address
will automatically be saved to the folder on your PC that you
9 When ready, click ‘OK’.
selected from the drop-down.
10 Click ‘Cancel’ to ignore the last changes.
5 Click the ‘Font’ button of the ‘Sender’ section if you want to
The ‘Show Sender Address’ check box determines whether the change the font of the ‘Sender Address’. A standard Windows
sender address is displayed on the envelope. Select the box to font selection window will appear.
activate and deselect it to deactivate the display of the sender
6 Select the desired typeface and size, then click ‘OK’.
address.
7 If you want to put this sender address on all items of your
current mailing, tick the ‘Apply to All’ check box.
Selecting or editing an existing
sender address. 8 If you want to set this sender address as default for future
mailings, mark the ‘Set as Default’ check box.
How to use the Sender Address option to select
9 When ready, click ‘OK’.
and/or edit a sender address you have already entered:
10 Click ‘Cancel’ to ignore the changes.
1 Click the ‘Sender Address’ option in the navigation bar or
double click to select it from the preview area.
2 Tick the ‘Show Sender Address’ box. This will open both an
input field entitled ‘Sender’ and a drop-down list containing
sender addresses you have entered so far.
3 Select the required sender address from the drop-down list.
The data relating to this entry will appear in the input field for
editing and automatic storage.
print envelopes and labels • It is recommended that you save your template here since this
directory will not be deleted when you uninstall SmartStamp®
Save a template.
• Type a name into the file name entry field and press the
How to save a Template: ‘Save’ button
• Tick the check box ‘Set As Default Envelope Template’
The ‘Save’ option on the ‘Templates’ menu allows you to save if you want this template to be your default envelope template
your current postage settings as reusable templates (for envelopes
• Default label templates can be defined accordingly
and labels).
• In the future, SmartStamp® will open with this template.
After selecting ‘Save’, a file dialog appears. By default, it opens
in your templates directory.
Save a template
How to open a Template: • Select the template you want to open and press the ‘Open’ button
• Tick the check box ‘Set As Default Envelope or Label Template’
The ‘Open’ option on the ‘Templates’ menu lets you open your if you want this template to be your default envelope or label
favourite stamp settings (envelopes or labels). template
After selecting ‘Open’, a file dialog appears. By default, it opens • In the future SmartStamp® will open with this template.
in your templates directory.
Open a template
select file
click ‘Open’
Alter the preview to your printable area. The area highlighted in the diagram on the next page illustrates
the hatched areas. These appear on your preview as diagonal
The printable area of your envelope or label and the lines. Anything covered by hatched areas will be outside the printable
postage mark is indicated by broken lines and depends area of your envelope or label.
on local printer settings. Regions outside the printable area
are marked as hatched. The hatched area of an envelope or sheet of labels depends on
the format on your printer settings and the selected printer from
Next to the preview area are five control buttons that allow you the drop-down list.
to zoom in and out, shift the position of your view, select specific
input fields and activate the printer offset. Make sure that your selected format is suitable for the envelopes
or labels you are going to print on. Alternatively, you can use the
You can also access these options via a pop-up menu when you printer offset to move your printable area by adjusting the vertical
right click on the preview area. and horizontal margins.
Printer offset. You will need to use the printer offset when the margins created
by your printer don’t match the margins as you see them in the
The printer offset lets you adjust the printable area, both vertically preview area.
and horizontally, by visually moving the print medium behind it.
Printable items include your postage mark, logo or slogan, recipient The printer offset setting is saved with the printer selection and
address and sender address, and it is not possible to move any of can be set independently for each installed printer.
these items independently.
hatched areas
How to apply a printer offset using drag and drop: 3 Drag your envelope or sheet of labels until the printable area
is adjusted to the appropriate margins. You can see how the
margins move as the hatched area increases and decreases
1 Select the most appropriate envelope size or label sheet format over the shadow.
from the options in the ‘Select a format to print on’
drop-down menu. 4 A trial print will show you whether the postage is printing as
you want it.
2 Activate your printer offset by clicking on the last control button
beside the preview area. The activated printer offset will be
indicated by the cursor arrow changing to a double arrow.
Adjusting a print with printer offset. How to configure the printer offset with your cursor:
The printer offset allows you to adjust your printing. The offset
feature moves the stamp and address according to the location of • From the main preview area, click on the ‘Printer Offset’ button
the envelope or label. If the envelope includes a logo and sender • You can also set up the printer offset via a pop-up menu, when
address, they are also adjusted according to the offset. the right mouse button is clicked in the preview area:
The printer offset may be used in lots of different ways. Two of the Increase magnifies the scale of the preview.
most common instances are:
Reduce minimises the scale of the preview.
a. using an envelope or label format that is not directly listed in the
‘Select a format to print on’ drop-down box Position allows you to shift the preview up,
down, left and right.
b. adjusting the printing to your printer settings.
Select allows you to edit specific input fields.
In both cases, the printer offset is set up and saved by the printer,
and can be activated or deactivated depending on the printer. Printer Offset allows you to modify the location
of the media.
• Your mouse cursor will change to indicate that you are in printer
offset mode.
1 Click on the preview area and drag your envelope or label until
1 From the main preview area, right click on your mouse
your stamp and address are inside the printable area. Note
to display a pop-up menu.
that the printable area of the envelope or stamp is indicated by
broken lines and depends on local printer settings. Regions that 2 Select ‘Printer Offset’ from the pop-up menu.
are outside the printable area are marked as hatched areas.
3 Move the vertical and horizontal offset accordingly.
2 Release the mouse button to preview your print.
Note that you can view your changes in the preview area
3 Keep moving your envelope or label until your stamp and while the Printer Offset window is open.
address are located in the appropriate printable area.
You can also activate and deactivate your printer offset
You can also activate and deactivate your printer offset for for a specific print.
a specific print.
How to apply a printer offset using the sliding bars: 3 Move the vertical and horizontal sliding bars to increase and
decrease the margins between the edges and the printable items.
You can instantly see on the preview area the margins move as
1 Select the most appropriate envelope size or label sheet format
the hatched area increases and decreases over the shadow.
from the options in the ‘Select a format to print on’ drop-
down menu. 4 A trial print will show you whether the postage is printing as
you want it.
2 Right click to select the printer offset via the pop-up menu.
If the printer offset is deactivated, you must activate Note that the maximum horizontal and vertical printer offset is
it manually. 20mm and -20mm.
When you select Single Print, Mail Merge or Bulk Print, • J8167®/L7167® > 199.6 x 289.1mm
your postage mark will automatically be placed in the (1 label, 1 per sheet)
appropriate location, depending on the size of your label. • J8567TM/L7567TM > 210 x 297mm
To change the label size, select a label size and format (1 label, 1 per sheet)
from the format menu.
®
• J8168®/L7168® > 199.6 x 143.5mm
SmartStamp supports the following labels: (pair of labels, 2 per sheet)
SmartStamp® special labels. • J8169®/L7169® > 99.1 x 139mm
• Logo labels/J5103TM > 135 x 38mm (pair of labels, 4 per sheet)
(pair of labels, 10 per sheet)
• J8165®/L7165® > 99.1 x 67.7mm
• All in one labels/J5102TM > 63.5 x 38mm (pair of labels, 8 per sheet)
& 135 x 38mm (pair of labels, 14 per sheet)
• J8173TM/L7173TM > 99.1 x 57mm
• Bulk print labels/J5101TM > 69 x 38mm (pair of labels, 10 per sheet)
(pair of labels, 20 per sheet)
• J8163®/L7163® > 99.1 x 38.1mm
(pair of labels, 14 per sheet)
N New! Avery labels.
New! Seiko roll labels.
• L30063 > 99.1 x 38.1mm
(2 labels, per A5 sheet) • SLP-2RLE > 36 x 89mm
(260 labels per roll)
• L30065 > 99.1 x 67.7mm
(2 labels, per A5 sheet) • SLP-SRL > 101 x 54mm
(220 labels per roll)
click to edit
1 Double click on any label on the sheet displayed in the preview Select labels for deletion.
area. If you are working in Mail Merge mode, the address/postage
combination will open for editing. To delete a specific postage or address on labels, select the label
you want to delete and click ‘Delete’ on your keyboard. Alternatively,
2 In the SmartStamp® Selections window, you can edit as usual. you can use the pop-up window and select ‘Delete’.
If you stay in the same print mode, you will be editing only the
label or pair of labels you have selected. If you change print mode, If you delete all the labels on the same sheet, the sheet will be
it will reset your previous preparation. removed from the preview area. You cannot delete the last label
(or either of the last pair of labels) of a print.
3 Click ‘OK’ to return to the main preview area.
click to edit
Choose the right envelope. The postage mark and address will be automatically placed
n the appropriate locations, depending on envelope size.
SmartStamp® supports the following envelope sizes: To change envelope size, select the name of the envelope
• DL envelope > 110 x 220mm from the ‘Select a format to print on’ drop-down box.
click to edit
To create, modify or delete your custom envelopes or labels you 2 In the SmartStamp® Selections window, either manually enter/edit
simply choose ‘Define...’ from the ‘Custom Envelopes’ or ‘Custom the address in the recipient address field or click ‘Address Book’
Labels’ sections of the format drop-down list. to open your address book directory and select the address you
want. Click ‘OK’ to copy this address to the recipient address field.
format options
3 Select another postage product from the ‘Favourites’, ‘UK Mail’ Load envelopes and labels correctly.
and ‘Overseas Mail’ options.
It is important that you place your postage mark correctly on the
4 Click ‘OK’ to return to the main preview area. envelopes or labels you wish to print. Click on ‘Advice Centre’ in the
‘Extras’ menu for more information. For more help configuring your
Go to page 69 for more about address books. printer with SmartStamp,® please go to the SmartStamp® website.
Delivery within the UK and Channel Islands. 4 Click ‘OK’ to apply your selected product (and additional
services) to your envelope(s) or label(s) and return to the
The ‘UK Mail’ tab in the SmartStamp® Selections window lets you main preview area.
choose products and additional services for destinations within the
UK and Channel Islands. Please note: some products are only available in specific areas
of the UK.
HHow to select a product or service for delivery within
the UK:
1 Open the SmartStamp® Selections window from the ‘New’
menu by clicking ‘Envelope’ or ‘Label’.
2 From the destination drop-down menu under the ‘UK Mail’
tab, select ‘UK’ or ‘Channel Islands’.
3 From the combination boxes, select your:
• product
• format, i.e. Letter, Large Letter or Packet
(from 21st August 2006)
• weight of item
• additional services.
Your selections and their prices will be displayed in the summary.
Save frequently used postage values. How to remove an unwanted postage value from your
Favourites:
The ‘Favourites’ tab in the SmartStamp® Selections 1 Open the SmartStamp® Selections window from the ‘New’
window contains product selectors saved for easy and menu by clicking ‘Envelope’ or ‘Label’.
immediate reuse.
2 Select the ‘Favourites’ tab.
How to add a postage value to your Favourites:
3 Select the postage value to be removed and click ‘Remove
Favourite’. The selected postage value will disappear from
1 Open the SmartStamp® Selections window from the ‘New’ the options available in your Favourites.
menu by clicking ‘Envelope’ or ‘Label’.
2 To save a favourite in Overseas Mail, select the ‘Overseas Mail’
tab. Remove a Favourite
3 Select from the drop-down menu the product class and weight
to be applied to your Favourites. Your selections and their prices
will be displayed.
4 Click ‘Add to Favourite’ to save your selected postage information,
which will be added to the options available in your Favourites.
You can have a maximum of six products saved as favourites.
You can change the products saved in your Favourites by
removing items and replacing them with others.
remove from your Favourites
Every postage mark features a unique eight digit code and barcode,
which are read by Royal Mail sorting technology to prevent the
posting of fraudulent or duplicate items. Thick and thin black bars
help to identify the class of each item; for example, if the first bar Example of Second Class Welsh language postage mark
is thin then it represents First Class. You can post your mail up to
and including the post-by date.
21.09.06
21.09.06
address books Your access to these address books depends on which applications
you have installed on your computer.
Select your address books. All installed address books will appear in a drop-down list near
In Single Print and Mail Merge modes, you can select recipients from the top of the Address Book window, which you can reach via the
address books you have already set up on your PC. SmartStamp® Selections window.
SmartStamp® supports the following PC address books: An activated address book is shown with a dark blue checkmark.
An uninstalled or deactivated address book is shown with a red
• Microsoft® Address Book (WAB)
checkmark.
• Microsoft® Outlook
• Microsoft® Exchange (CDO)
• Symantec ACT!
• Microsoft® Excel (xls)
• New! Microsoft® Access (mdb)
• New! eBay™ Address Book.
Access and import your PC’s address books. 3 Click ‘Settings’ and, in the pop-up window, either check or
uncheck the ‘Activate’ box to activate or deactivate access to
How to access a Microsoft® or Outlook addressbook for use the address book entries. The ‘Activate’ box is not shown for all
with SmartStamp’s Address Book: types of address book. Sometimes you may be prompted to select
a file from a browser.
1 Select ‘Address Book’ in the SmartStamp® Selections window to
open your address book directory. 4 Click ‘OK’ to save your settings and return to the Address Book
window.
2 Select the address book you wish to activate or deactivate from the
drop-down list. 5 You will be prompted to select the fields that you want to appear
on the address list.
Clicking ‘Cancel’ will return you to the Address Book window
without saving your changes.
Import data from Microsoft® Exchange (CDO). Import data from Symantec ACT!
How to access a Microsoft® Exchange folder for use with How to access Symantec ACT! data for use with
SmartStamp’s Address Book: SmartStamp’s Address Book:
1 Click ‘Address Book’ in the SmartStamp® Selections window 1 Click ‘Address Book’ in the SmartStamp® Selections window
to open your address book directory. to open your address book directory.
2 Select the ‘Microsoft® Exchange’ option from the drop-down list. 2 Select the ‘Symantec ACT’ option from the drop-down list.
3 Click ‘Settings’ to open a Microsoft® Exchange (CDO) window. 3 Click the ‘Settings’ button and in the pop-up which appears,
click the ‘…’ button to the right of the ‘File location’ input field.
4 Click the ‘Automatically log on to server’ checkbox in the user
You will be presented with a standard Microsoft® ‘Open File’ window.
section and click ‘OK’.
4 Locate the appropriate database in the ‘Open File’ window and
5 Select the appropriate profile from the ‘Profile’ drop-down list.
click ‘Open’. This returns you to the previous window, where
6 Click ‘OK’ to save your database settings and return to the Address your selected database will appear in the database input field.
Book window.
5 Click ‘OK’ to save your database settings and return
Clicking ‘Cancel’ will return you to the Address Book window to the Address Book window.
without saving your changes.
Clicking ‘Cancel’ will return you to the Address Book window
®
If you select Microsoft Exchange from the drop-down list in your without saving your changes.
Address Book window, an extra option will appear below the drop-
down list box. This option enables you to switch between the various
Exchange folders available.
Import data from Microsoft® Excel. 6 Click on the ‘First row column headings’ check box.
If you have configured your Microsoft® Excel file to indicate that
How to access data in a Microsoft® Excel file (xls) for use with
the first row of your file contains the column headers, these will
the Address Book:
be displayed.
1 To open your address book directory, click the ‘Address Book’
If you haven’t configured your first row of the Microsoft® Excel file
button in the SmartStamp® Selections window.
to contain the column headers, your address fields will be displayed
2 Select the ‘Microsoft® Excel’ option from the drop-down list box. as A, B, C, D and E.
3 Click the ‘Settings’ button and in the pop-up which appears, click 7 Click ‘OK’ to save your file settings and return to the ‘Address
the ‘…’ button to the right of the ‘File location’ input field. You Book’ window.
will be presented with a standard Microsoft® ‘Open File’ window.
8 You will be prompted to select the columns from the spreadsheet
4 Choose the appropriate file and click ‘Open’. This will return you displayed.
to the previous pop-up, where your chosen file will now appear in
Clicking ‘Cancel’ instead of ‘OK’ will return you to the Address Book
the File Location input field.
window without saving your changes.
5 Use the ‘Worksheet’ drop-down box to select the worksheet you
want to read the address data from.
New! Import data from eBay.™ 4 Insert your eBay™ username for accessing address data. Click the
‘eBay™ Registration’ button. A browser window with an eBay™
login screen will appear.
How to access data from eBay™ for use with the
Address Book window: 5 Type in your eBay™ login and password and accept the transfer
of your data. This step is necessary to comply with eBay’s
1 To open your address book directory, click the button Authentication and Authorisation policy. After accepting the
‘Address Book’ in the SmartStamp® Selections window. transfer of data, a token generator page is displayed. Just ignore
2 Select the ‘eBay™’ option from the drop-down list box. and close this page, and go back to the SmartStamp® address book.
3 Click the ‘Settings’ button. If you are using the eBay™ address
book for the first time, the following window appears:
6 The following window will appear (see below): If you would like to change the eBay™ user, click the ‘Change
user’ button. This will take you back to step 3.
7 Select the ‘From’ and ‘to’ date of the finished auctions you
require the address data for. Please note that the selection The authorisation you granted SmartStamp® in step 5 expires
must not exceed a period of 30 days. after 18 months. If you want to cancel it before this, please go
to ‘My eBay™’ and modify the authorisation settings accordingly.
8 Click ‘OK’ to save your database settings and return to the
Address Book window. Please note: Royal Mail is not responsible for the content
of eBay™ web pages.
Clicking ‘Cancel’ instead of ‘OK’ will return you to the ‘Address
Book’ window without saving your changes.
New! Import data from Microsoft® Access. Configure your address table.
You can reconfigure the appearance and order of field columns
in your address entry table, just as you can in Microsoft® Excel.
How to access data from a Microsoft ® Access
For example:
database for use with the Address Book dialog box:
1 Click the ‘Address Book’ button in the SmartStamp® Selections • Shift the order of the field columns by clicking/holding
window to open your address book directory. a field heading with the left mouse button and then
dragging/dropping the column header over your desired
2 Select the ‘Microsoft® Access’ option from the drop-down list. position in the address entry table
3 Click the ‘Settings’ button and in the pop-up which appears, • Manually adjust the width of the field columns by
click the ‘…’ button to the right of the Database input field. clicking/holding the vertical border of the column with
You will be presented with a standard Microsoft® open file window. the left mouse button, then dragging/dropping the border
to reach your desired width
4 Find the appropriate database file and click ‘Open’. This will
return you to the previous pop-up, where your chosen file will • Automatically adjust the width of a field column to fit
now appear in the ‘Database’ input field. the text by double clicking the right-most vertical border
of the field column
5 Select the database table from the list below and if necessary,
enter a password for the database. • Sort the contents of the field columns in alphabetical
or numerical order by clicking or double clicking the field
6 Click ‘OK’ to save your database settings and return to the
column header
Address Book window.
• Adjust the width of the entire address entry table by
7 You will be prompted to select the columns displayed on
clicking and holding the right-most vertical border of the
the screen.
window in which the address table appears, then
Clicking ‘Cancel’ instead of ‘OK’ will return you to the Address dragging and dropping the border to reach your desired width.
Book window without saving your changes.
With the exception of the alphabetical/numerical sorting of content, How to specify address field layout on your
these settings are saved when you close the Address Book window envelope or label:
by clicking ‘OK’.
1 Open the SmartStamp® Selections window from the
How to add or remove fields in your address table: ‘New’ menu by clicking ‘Envelope’ or ‘Label’.
2 In the SmartStamp® Selections window, click
1 Open the SmartStamp Selections window from the ‘New’
®
‘Address Book’ to open your address book directory.
menu by clicking ‘Envelope’ or ‘Label’.
3 Click ‘Configuration’ in the Address Book window.
2 In the SmartStamp® Selections window, click ‘Address Book’ This opens the Configuration window, where all entry
to open your address book directory. fields supported by the selected address book are listed
3 Click on ‘Properties’ or place your cursor over the address on the left.
entry table on the left, and then right click and select 4 Select ‘Business’, ‘Private’ or ‘Other’ for the address type
‘Properties’ to open the Field Selection box. you wish to reconfigure. The current address settings for that
4 Check the boxes to the left of the field columns that you want address type will appear in an input field above these options.
to include in the listed address entries. Uncheck field columns 5 Place your cursor at the location in the current address
that you want to remove. settings where a new field is to be inserted, and mark this
5 Click ‘OK’ to save the current field selection and return location with a left mouse click.
to the Address Book window. 6 Select the field to be included in the address type by clicking
Clicking ‘Apply’ saves the current field selection but leaves the the entry in the list on the left. The entry will appear highlighted.
Field Selection box open rather than returning to the Address
Book window.
7 Add the highlighted field to the location in the current address Search for an address.
settings by clicking the button or double clicking the entry again.
How to search for a specific entry in your address book:
8 Edit the layout of the current address settings in the input field by
marking, dragging and dropping with your cursor and left mouse
button. You may use your ‘return’ and ‘delete’ keys to insert and 1 Select your address book from the ‘Choose Address Book’
delete separate lines in the address settings. You may also drop-down list in the Address Book window. At this point,
manually enter free text. all entries in your address book will appear in an address
table to the left of the window.
9 When finished, click ‘OK’ to save the current address settings
and return to the Address Book window. 2 Enter all or part of a keyword in ‘Search Address Book’ and
click ‘Search’. The message ‘Searching’ will indicate that your
Clicking ‘Apply’ saves the current address settings but the
search is in progress, and the message ‘Done’ will appear when
Configuration window remains open.
the search is complete. All found matches will appear in an
Clicking ‘Cancel’ returns you to the Address Book window without updated address entry table to the left of the window.
saving changes made to the current address settings.
3 Click ‘Delete Search’ to reset the address table when you
have finished with the search function.
Select an address for single print. 6 The selected address entry will appear highlighted in the
address table, and details of that entry will appear in the
In Single Print mode, you can only select one recipient address ‘Edit Address’ input field for further editing and/or configuring.
at any time from an activated address book.
7 Click ‘OK’ to copy the recipient address to the postage mark
How to select a recipient address for a single print: settings and return to the SmartStamp® Selections window.
SmartStamp® does not save changes you make in your
1 Select ‘Envelope’ or ‘Label’ from the ‘New’ menu. actual address book files, as these files are only imported.
Then select ‘Single Print’.
Select multiple addresses for a mail merge.
2 In the SmartStamp® Selections window, click
‘Address Book’ to open your address book directory. In Mail Merge mode, you may select one or more recipient
addresses from the entries in an activated address book.
3 Select your address book from the ‘Choose from these
address books’ drop-down list. Depending on your
The total cost of printing your Mail Merge is
configuration, all entries in that address book will appear in
displayed at the top top of the screen next to
an address table to the left of the Address Book window.
‘Printing Price’.
4 Select which address type you wish to use: ‘Business’,
‘Private’ or ‘Other’. How to select multiple individual addresses
for a mail merge:
5 Select the recipient address by clicking in the address table.
You can change your selection using the up and down 1 Select ‘Envelope’ or ‘Label’ from the ‘New’ menu.
arrows on your keyboard.
2 Select the ‘Mail Merge’ radio button.
3 Select the postage and press ‘OK’.
4 Select your address book from the ‘Choose from these How to select multiple consecutively listed
address books’ drop-down list in the Address Book window. individual addresses:
Depending on your configuration, all entries in that address book
will appear in an address table to the left of the window. 1 Select your address book from the ‘Choose from these address
books’ drop-down list in the Address Book window. Depending on
5 Select an address type for each address: ‘Business’, ‘Private’
your configuration, all entries in that address book will appear in
or ‘Other’.
an address table to the left of the window.
6 Check the box to the left of each address that you want to
2 Select an address type for each address: ‘Business’, ‘Private’
use in the table.
or ‘Other’.
7 Click ‘OK’ to copy the recipient addresses to the postage
3 While holding down the shift key on your keyboard, left click on
mark settings and return to the modified SmartStamp ®
the first and last listed addresses that you want to include.
Selections window.
All of the entries including and in between your selections will
8 Use the arrows on the preview area to view each page be highlighted.
of addresses.
4 When finished, release the shift key.
5 Right click anywhere on the address entry table and, from the
options listed, select ‘Mark Selection’. A tick will appear in the
checkbox to the left of each address entry highlighted in the
address entry table.
6 Click ‘OK’ to copy the recipient addresses to the postage
mark settings and return to the modified SmartStamp ®
Selections window.
To remove ticks from checkboxes, right click over a highlighted
section of text and, from the options listed, select
‘Unmark Selection’.
5 Right click anywhere on the address entry table and, from the • Time: Time when postage was printed
options listed, select ‘Mark Selection’. A tick will appear in the
• Address: Recipient address
checkbox to the left of each address entry highlighted in the
address entry table. • Postal Item: Product used
6 Click ‘OK’ to copy the recipient addresses to the postage • Price: Price of postage
mark settings and return to the modified SmartStamp ®
Selections window. • Memo: Custom text to categorise mailings
To remove ticks from checkboxes, right click anywhere on the • UID: Postage identifier.
address entry table and, from the options listed, select ‘Unmark
Selection’.
There is more information on bulk printing in the software help files.
The red buttons at the top of the Postage History screen allow Search Postage History Items.
you to access the following tools:
• Delete: Delete the selected item(s) All postage items printed from your PC will be saved in your Postage
• Print: Print out the selected item(s) History. Thanks to sophisticated search functions, you can easily
locate specific postage items from the archived data.
• Export: Export the selection to various file formats
After pressing the ‘Search’ button, the ‘Text’ tab allows you to
• Certificate of Posting: A form you can print out to search for a ‘substring’ (a keyword or phrase) in a set of columns
certify your selected postage at a Post Office®. you can choose from.
The columns in the Postage History can be repositioned
• Simply select the column name to the left and add it to the list at
and resized.
the right by pressing ‘>>’
The Postage History will be lost if SmartStamp® is uninstalled and • Use ‘<<’ to remove columns in which to search
reinstalled on the PC. This can be overcome if you export the
contents of the Postage History to a file before uninstalling. • Click in ‘Search into all columns’ to easily apply your search to
all columns.
The ‘Date’ tag allows you to search for postage items printed in To mark or unmark the selection, just right-click. You can select or
a specific period of time. Use the ‘Start Date’ and ‘End Date’ deselect all items by clicking the check box in the header of the first
fields to define the required period. column.
You can use the pull down menus on the fields to select dates from By clicking on a column header, you can sort rows by the values
a calendar. of the corresponding column.
Press ‘OK’ to search according to your specification, or ‘Cancel’ Delete Postage History items:
to abort the search.
If you want to clear your search and start again, press You can delete selected Postage History items by pressing the
‘Clear Search’ from the Postage History screen. ‘Delete’ button above the detail list. Make sure you select at
least one item. Please see earlier in this section for information
Select Postage History items:
on how to easily select Postage History items.
The Postage History lets you select multiple rows by using the
standard selection for lists (i.e. ‘Shift’ key for intervals and
‘Ctrl’ key for adding individual rows).
After pressing the ‘Print’ button, an Internet Explorer window Certificate of Posting.
opens with a printable list of the selected Postage History items. Certificate of Posting gives you pre-printed details of your postage
At the same time, the Internet Explorer printer dialog opens, on a document that you can simply take to the Post Office ® for a
enabling you to choose your printing options and print out the list. signature. You can select up to 12 items from the Postage History,
excluding Special DeliveryTM which has its own certificates. Once
you’ve selected your items, your SmartStamp® software will open
Adobe reader with the completed Certificate of Posting, ready to
be printed and taken to the Post Office® to be signed.
make payments and manage your A great benefit of SmartStamp ® is that you always know what’s
account online going in and out of your account, as you can view it at anytime.
You can also download a CSV file so that you can import these
Your SmartStamp® account is managed within expenses into a spreadsheet.
a secure area of the Royal Mail website.
To access your SmartStamp® account, select ‘View My Account’
To start using the SmartStamp® software you must first set up in the left hand navigation menu. You will then be asked for your
an account. You will then be issued a customer reference number account password to access the secure area.
via email to activate the software.
On entering your login details, you will be taken directly to your
®
A SmartStamp account allows you to manage your expenditure account home page.
online. To buy postage online, just top up your account by credit
or debit card or Direct Debit. You can then print postage marks up
to the value of your account balance, which is automatically debited
every time you print postage.
From here, you can manage all aspects of your account. Topping up your account is easy. You can make one-off payments
You can: using a credit or debit card. Or you can set up a Direct Debit of a
regular top up amount that will be transferred every month.
• top up your account
• view your account statement How to top up your account:
Go to page 80 for more on Postage History. How to apply for a refund on postage marks:
In either case, action must be taken within seven working days Review your SmartStamp® subscription.
of printing your postage incorrectly.
Your SmartStamp® subscription information is held in your
If you need any further help, please call our customer helpline secure account area of the website.
on 08456 001 334. Opening hours are Monday to Friday,
8am to 6pm. Local call rates apply. How to review your SmartStamp® subscription:
Update your personal details. 1 Click ‘View My Account’ on the left hand navigation to go
to the login area of the Royal Mail website, where you will
How to change your details as registered with be asked for your account password.
SmartStamp®:
2 At the top of your account homepage, click ‘Review Your
1 Click ‘View My Account’ on the left hand navigation to go to the Subscription’ to view your previous subscription payments
login area of the Royal Mail website, where you will be asked for and change your payment method.
your account password.
2 At the top of your account home page, click ‘Change Your
Personal Details’ to update all the details stored.
• Your print password lets you print real postage marks from 2 Login to your Royal Mail account and navigate to
your software ‘Update Your Personal Details’.
• Your account password lets you access your account pages 3 Click ‘Change Your Print Password’ and choose
(to view your statement and top up your account on the a new password for printing.
Royal Mail website).
If you have forgotten either of your passwords, follow the How to change your account password:
instructions opposite. If your print and account passwords
are the same, follow the instructions for account passwords.
1 Click ‘View My Account’ on the left hand menu. You will
be asked for your account password, but you should click on
‘Forgotten Your Password’.
2 You will be prompted for your date of birth and asked the
security question that you entered when you originally
registered. Once you have supplied the correct answers, you
will be emailed a emporary new password, which you must
change later.
My account has been suspended. I’m having trouble with my printer and/or
What shall I do? internet connections.
There may be a number of reasons why your account If you are having difficulties connecting to your printer, it is
has been suspended. Please call the SmartStamp ® helpline likely that there’s a problem with Microsoft® Windows or your
on 08456 001 334 for assistance. printer driver.
If at any time you are unsure about your items printing correctly,
use the Trial Print feature to print a sample specimen of your
envelope or label. This trial print will not be valid postage and no
cost will be debited from your account.
Can I change the settings for a complete Can I change the settings of one item
mail merge? in a mail merge?
Individual items can be changed in a mail merge and you can In Mail Merge mode, you can change the following settings on
alter the sender address, slogan, logo and postage. You can simply individual items without affecting all other items in the mail merge:
print a single page once you have edited it, or you can apply the
changes to all the items in the mail merge. To apply the changes to • Postage products (see page 37)
all items, just select the ‘Apply to All’ button from the SmartStamp ® • Recipient address (see page 37).
Selections window.
Double click the preview area or click ‘Edit Mailing’ to open either
Go to page 37 for more on changing settings for a the envelope postage mark and address or the label pair compound
complete mail merge. by address and postage mark, whichever you are working on.