Top Producer 8i provides a wide range of professional templates for use in the creation of CMAs, HMRs, Buyer Presentations and Community Reports. The Presentation Library is the central storage area for all of the presentation templates in addition to the starting point for actions taken on the templates, such as creating/renaming/deleting personal copies, previewing templates, and creating categories to aid in the management of your Presentation Library.
Note: Top Producer 8i's system presentation templates cannot be modified. Instead, make a copy of the template and edit the copied version.
From the Presentation Library, you can:
Create a personal copy of a presentation template.
Perform a mailout from the presentation library