The Correspondence Templates Library Screen

Each Letter, Email, Label, and Envelope template has its own Library screen. The Library screen is used to provide access to the templates for viewing, copying, and editing. You can also create and send an individual instance of a correspondence template from its library screen.

The Library table of each template type's Library screen can be filtered according to your categories by selecting the category you want to view from the drop-down list.

Topics related to this screen
Icons used on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Marketing	From the Marketing Library screen, click the Library link of the template type with which you want to work. Note that Presentation, Flyer and Postcard library screens have their own reference topics.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Marketing	Using the Template Libraries Copy a template by clicking the template's Copy Template 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 Copy Template icon, and then making modifications to the copied template. Edit a Personal Template by clicking on the name of a template marked with a Personal Copy icon. Perform a Mail Out for letters, envelopes and/or labels by clicking the template's Create for Contact icon. Perform a Mail Out for email by clicking the template's Create for Contact icon. Delete a Template by clicking the template's Delete icon Manage Your Template Library Category Names

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Delete the corresponding template (personal templates only)
	Perform a mail out for letters, envelopes, labels or email
	Create a personal copy of a template
	Edit a template's name (personal templates only)
	Designates the corresponding template as a personal copy