Viewing/Accessing a Presentation or Flyer Template

The presentation and flyer templates can be viewed by clicking the Presentation Library or Flyer Library action link from the Marketing Library landing page.

From the Library screen, you can select a category from the drop-down and all templates for that category will be displayed. All personal templates are differentiated from system templates with the following Personal Template icon

To view a presentation or flyer template:

1. Open the Presentation Library or Flyer Library screen. How?

   1. From the Main Menu bar, click the Marketing icon.

   2. From the Marketing Library landing screen, click the Presentation Library or Flyer Library link.

2. From the Show Category drop-down list, select the category containing the template you want to view.

3. Hover your mouse cursor over the template to view a larger image of the template as well as the actions available for that template:

   • View a template by clicking Preview (for system templates only).

   • Copy a template by clicking the Create Copy link.

   • Link (a template) to a Contact for immediate mailout by clicking the Create for Contact link.

   • Edit a template (personal templates only) by clicking the Edit Pages or Edit Flyer link.

   • Edit a template’s name (personal templates only) by clicking the Edit Name link.

   • Delete a template (personal templates only) by clicking the Delete link.