00 README

Lodge Secretary’s - How To Guide (Release 2.0 dated June 7, 2013)

00 README.doc

File name

The README.com file is to be used for those who have copies of the original, Release 1.01 dated April 22, 2012. This is the printed version that was distributed to Lodges during the Grand Lodge session in May 2013. All the files listed below under Release 2.0- date June 7, 2013 should be replaced or added (new) as indicated. Print edition Release 2.0 dated June 7, 2013 and the CDROM edition Release 2.0 dated June 7, 2013 contain all the updates listed. It should be noted that holders of Release 1.01 should discard the CDROM that came with that edition and replace it with the new CDROM Release 2.0 dated June 7, 2013.

NOTE: All files using the Mail Merge function have been updated so that they can be opened without identifying an ‘object source’ file in an EXCEL spreadsheet. This allows the user to personalize files using the Mail Merge function without linking to an Excel spreadsheet. When ready to use the Mail Merge function, select ‘MAILINGS’ from the TOOL BAR at the top of the Word.DOC file screen and follow the process for merging names, addresses, etc. The content of the Mail Merge files have not been changed, only the software controls for having to link to an object data source from Excel when opening a Word.doc file.

NOTE: If you copy a file from the original CD, it would be a good idea to create a FOLDER for your lodge. Then you can save the personalized file in your LODGE folder. In order for you to always have a point of reference it is recommended to not save anything on the original CD.

Release 1.00 March 24, 2012 Original Edition distributed during Grand Lodge in May 2013.

Release 2.0 June 7, 2013 Replace or add (new) the following pages:

00 README.doc (Revision Updates Additions) (new)

OA Table of Contents.doc (4 pages)

02B Secretary’s Calendar.doc

04C Pre-Entered Apprentice Degree to Balloting on Petition CHECKLIST.xls

12C Petition for Affiliation by Dimit from Florida Lodge Checklist.xls

12-1a Petition for Reinstatement GL605 letter to requester.doc (new)

12-1b Petition for Reinstatement GL605 Checklist.xls (new)

14C Sample Membership List Spreadsheet.xls

15E Sample Chart of Accounts.xls

16-01 Dues Notices and Dues Cards Overview.doc

16-03 Dues Renewal Notices Checklist.xls

16-04-01 Dues Payment Processing Checklist.xls

18C-1 Balloting & Voting Requirements and Methods.pdf

18D EA Degree Called Communication Template.doc

18E FC Degree Called Communication Template.doc

18F MM Degree Called Communication Template.doc

18H First Stated in December SAMPLE.doc

18J First Stated in January SAMPLE.doc

Refer to folder 21-28 Avery Label Templates.doc

(added Avery Template Label 2160.doc – only on CDROM)

Prepared by: Roger McKay, Secretary

Melbourne Lodge No. 143, F. & A.M.

C:\Secretarys How to Guide Rel 2.0 dated June 7 2013\0 Cover Spine Table of Contents\00 README.doc