Using a Standard #10 Window Envelope With Transactions

If you use window envelopes, you may need to adjust the printing position of your PDF transaction forms to show the correct address through the window.

If your account is set up to use metric measurement, convert the imperial values provided in the following procedure.

To adjust your standard layouts to fit in a standard #10 window envelope:

  1. Go to Customization > Forms > Transaction Form PDF Layouts (or Transaction Form HTML Layouts).

  2. Click Customize next to the kind of layout you want to change.

  3. In the Name field, enter a name for your custom layout.

  4. Click the Elements subtab.

  5. Click Border & Placement.

  6. In the Border & Placement section, locate the Bill To row.

  7. In the Left column, enter 1.

    This moves the left edge of the field 1 inch from the left margin of the page.

  8. In the Top column, enter 2.25.

    This moves the top edge of the field 2.25 inches from the top margin of the page.

  9. In the Right column, enter 4.2.

    This moves the right edge of the field 4.2 inches from the left margin.

  10. In the Bottom column, enter 3.5.

    This moves the bottom edge of the field 3.5 inches from the top of the page.

  11. Locate the Ship To row.

  12. In the Left field, enter 4.55.

    This moves the left edge of the field 4.55 inches from the left margin of the page.

  13. In the Top column, enter 2.25.

    This moves the top edge of the field 2.25 inches from the top margin of the page.

  14. In the Right column, enter 8.

    This moves the right edge of the field 8 inches from the left margin.

  15. In the Bottom column, enter 3.5.

    This moves the bottom edge of the field 3.5 inches from the top of the page.

  16. When you have finished, click Submit.

    You are returned to the Custom Layouts list.

  17. Check the box in the Preferred column next to your custom layout.

    This ensures that your layout is applied to all forms of that type.

  18. Click Save.

To adjust any transaction form layouts that you want to mail in standard #10 window envelopes, repeat the preceding steps. You can adjust any of your transaction form layouts for any size window envelope. Measure your envelope and the placement of the window to determine where to place the address.

When you have the measurements for your envelope and determined where to place the address field, you need to convert the fraction measurements into decimal measurements to adjust the layout. The following table is a quick reference guide to converting fraction measurements into decimal measurements.

Fraction

Decimal

Fraction

Decimal

1/2

0.5

1/16

0.0625

1/4

0.25

3/16

0.1875

1/3

0.33

5/16

0.3125

3/4

0.75

7/16

0.4375

2/3

0.67

9/16

0.5625

1/8

0.125

11/16

0.6875

3/8

0.375

13/16

0.8125

5/8

0.625

15/16

0.9375

7/8

0.875

Related Topics

Customizing Transaction Form PDF Layouts
Defining Custom Elements
Configuring Borders and Placement
Formatting Label Text
Formatting Data Text

General Notices