From install to your first printed sheet.

Part 1

Assign the permission set

1. In Setup, go to Permission Sets.
2. Find the one named PrintCrate User (API name PrintCrate_User).
3. Click Manage Assignments → Add Assignment → select every user who needs to generate labels.

A fresh install auto-assigns this to whoever installed the package and sends a welcome email — this step is for adding anyone else on the team.

Part 2

Confirm the list-view buttons are visible

1. Go to a Contact, Lead, or Account list view.
2. Select a few records with the checkboxes.
3. Confirm a Generate Mailing Labels button appears above the list — this is a standard list-view mass-action button, already wired up for these three objects.
4. For any other object (standard or custom), use the standalone Label Generator app page instead — it works the same way, just with a manual object and record picker.

Part 3

Run your first mailing

1. With records selected, click Generate Mailing Labels.
2. Pick an Avery template from the list — the template picker shows the label size and count per sheet.
3. Choose which fields print on each label (Name, mailing address, etc.).
4. Click Save as preset if you'll reuse this exact template-and-field combination again — it'll show up as a one-click option next time.
5. Click Generate PDF. A new tab opens with the print-ready sheet.

Confirming it's working

Quick end-to-end check

• The list-view button enables only once records are actually selected.
• The generated PDF opens in a new tab with real data from your selected records, correctly positioned for the chosen Avery sheet.
• A saved preset shows up in the preset list and applies its template/fields in one click.

If all three check out, setup is complete.