Viewing/Accessing Templates

Note: This topic applies to the following correspondence template libraries: Email, Letter, Label, and Envelope. The Flyer, Presentation and Postcard functions are handled in their own sections.

All templates can be viewed by clicking the [Template_Type] Library action link from the Marketing Library landing screen.

Selecting the link launches the specific Library for the type selected. 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 access a template:

1. Open the Marketing Library landing screen. How?

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

2. Click the library you want to work with: Email Library, Letter Library, Label Library, or the Envelope Library.

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

4. From the Library screen, you can perform the following actions:

   • View and edit a template by clicking the template's name.

   • Open multiple templates for viewing and editing by selecting the check boxes beside the templates, and then clicking Mass Open Templates.

   • Print multiple templates by selecting the check boxes beside the templates and then clicking Mass Print.

   • Copy a template by clicking the Create Personal Copy icon.

   • Create a new template (letters and emails) from scratch by clicking the Create New Template link in the bottom left. Alternatively, use an existing template as a starting point by clicking the template's Copy Template icon.

   • Create a new template (envelopes and labels) by first clicking the template's Create Personal Copy  icon, and then making modifications to the copied template.

   • Link (a template) to a Contact for immediate mailout by clicking the Create for Contact icon. For more information, see "Performing a Mail Out for Letters, Envelopes and Labels" and "Composing a Mass Email Message".

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

   • Delete a Template (personal templates only) by clicking the Delete Personal Template icon.