Print Documents from a PDF | How To

ShippingEasy Content Team

Updated November 10, 2023 17:36

ShippingEasy provides several options for printing labels, packing slips, and pick lists. You can integrate your printer and send print jobs directly to your printer via ConnectEasy or open your documents in a browser as PDFs and manually create each print job.

Printing documents from a PDF is a great option if you do not have your printer directly integrated with ShippingEasy if you need to save soft copies to your hard drive or like to review your documents before printing. This article will cover how to print from a PDF at various places in the app in two steps:

Configure your account to generate documents as PDFs
Print documents to PDF

Configure Your Account to Generate Documents as PDFs

If you need to disable ConnectEasy and print exclusively to PDF, follow these steps:

Go to SETTINGS and click PRINTER CONFIGURATION.
Set the specific label carriers and/or document types to the PDF (Print a PDF file from your browser) option. These documents will only be printed using in-screen, viewable PDFs.
Click the Save button.

Print documents from PDF

Once you have set your documents to print to a PDF, you will find options to request document generation from every page in ShippingEasy.

Print documents for unshipped orders on the ORDERS page

Generate labels, packing slips, and pick lists from the ORDERS page.

Labels
- One label at a time: Purchase labels directly from the ORDERS page:
  - Via the Instant Rate menu. Learn more about our Buy Label with Instant Rate feature.
  - via Order Details, clicking Buy Label and selecting Buy & Download PDF Label:
    
    This will open a PDF in the browser or from within your selected PDF viewer.
- Group of labels: If you have Shipping Presets assigned to your orders via Shipping Rules, you can buy and print a group of labels in batches from the ORDERS page. Learn more about creating batches.
Packing Slips

Check the orders for which you need to print packing slips. Then expand the Pick & Pack menu and select one of the Packing Slip options. Learn more about options for printing packing slips.
Pick Lists

Check the orders for which you need to print a pick list. Then expand the Pick & Pack menu and select one of the Pick List options. Learn more about options for printing pick lists.

After each print job is requested, it will be available for print on the READY TO PRINT page. Click the Print button. Depending on your computer's settings, this will open a PDF in the browser or from within your selected PDF viewer.

The print queue tab with the print button highlighted.

Print purchased labels one at a time or in batches from the READY TO PRINT page

Documents you requested from the ORDERS or SHIPMENT HISTORY pages will be available to print from the READY TO PRINT page. You can also generate PDF documents for labels, packing slips, and pick lists for items in your "Purchased Label" or "History" queues.

Print new jobs: Documents that have not been opened will show a Print button.
Reprint old jobs: Documents that have been opened will show a Reprint button.

Individual Labels and Batches

From the "Purchased Labels" queue, click the Print button. Depending on your computer's settings, this will open a PDF in the browser or from within your selected PDF viewer.

Purchased labels modal is displayed with the Print Selected queue select. The Print button is highlighted.

Multiple labels and/or supporting documents

The "Purchased Labels" queue has options to print labels and/or packing slips and pick lists for just some of all of the orders listed in the queue.

For specific orders:

From the "Purchased Labels" queue, check the orders for which you need to print documents. Then expand the Print Selected button and select one of the following options:
- Labels
- Packing Slips
- Labels & Packing Slips
- Pick Lists
Depending on your computer's settings, this will open a PDF in the browser or from within your selected PDF viewer.
For all orders in the Purchased Labels queue:

From the "Purchased Labels" queue, expand the Print All button and select one of the following options:
- Labels
- Packing Slips
- Labels & Packing Slips
- Pick List
Depending on your computer's settings, this will open a PDF in the browser or from within your selected PDF viewer.
Reprint documents for batches:

When batch labels are purchased, they will be initially available to print from the "Purchased Labels" queue.

Once the Print button is selected, the batch is moved to your "Batch History".

From the "Batch History", expand the Reprint menu to select one of the following options:
- Labels
- Packing Slips
- Pick Lists

Print all shipment documents from the SHIPMENT HISTORY page

The SHIPMENT HISTORY page allows for PDF documents to be generated for single or multiple shipments. This is also where you can print prepaid return labels and create duplicate shipments.

To reprint a label, packing slip, or pick list:

Go to the SHIPPING tab and select SHIPMENT HISTORY.
Find the shipment for which you would like to reprint documents.
Click the Reprint button and select the document type you need to print.
Your PDF will open in the browser or PDF reader, depending on your browser settings.

To print multiple PDFs:

Select multiple labels by checking the boxes to the left of the label.
Click Print Actions to select the document you need to print.

Other print options on SHIPMENT HISTORY:

Additional options exist to generate prepaid returns and duplicate shipments from the SHIPMENT HISTORY. When one of these is selected, the documents will be sent to the ORDERS page.

Create prepaid returns and duplicate shipments with the Global Search bar

Go to the Global Search Bar.
Search for an order by Order number or Tracking number.
Depending on whether this is a new print or a reprint, a button will appear on the Order Details page as "Print" or "Reprint" in the Action box on the right side of the page.
Select that button and the document type you need. A PDF will generate.

Generate a PDF When ConnectEasy is Enabled

ConnectEasy saves a tremendous amount of time by-passing the need to open your labels and other documents as a PDF before printing. However, on occasion, you will find that you need a PDF copy of something that you would normally send directly to print. When that happens, you have a few options:

Continue to use ConnectEasy to print hard copies, but generate individual label/document PDFs as needed.
Disable ConnectEasy completely, so that future labels/documents do not automatically print, but instead, always open as PDFs.

To generate PDFs as needed, but otherwise, always print hard copies automatically via ConnectEasy

Go to the SHIPPING tab and select SHIPMENT HISTORY.
Using the search or filters, locate the shipment for which you need to view the Label, Packing Slip or Pick List.
On the far right of the shipment line, expand the Reprint menu by clicking .
Select the Label, Packing Slip, or Pick List option you would like to reprint.
Your PDF label/document will open in your browser.

To open a PDF from GLOBAL SEARCH:

From the Global Search bar, look up your order by the number, name, or tracking. [Learn how to find shipments using the Global Search].
Within the "Actions" menu, expand the Reprint menu by selecting V.
Select the document type you need to reprint.
- Label
- Packing Slip
- Pick List
Your PDF will open in your browser.

To disable ConnectEasy and always access your labels and/or documents in PDF form

Navigate to the SETTINGS page, then select PRINTER CONFIGURATION.
Set the specific label carriers and/or document types to the PDF (Print a PDF file from your browser) option.
Save your changes.
Your labels/documents will no longer be sent directly to your printer. Instead, they will open in your browser, where you can preview them before printing or saving to a file for easy data sharing.

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