Adding/Copying 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.

For all templates types you can make personal copies of any template (default or otherwise), and modify them using the built-in Top Producer Editor. To create a new envelope or label template, you have to copy an existing template first, and then make your modifications. For letters and email templates, you can either use an existing template as a starting point, or create a template from scratch.

Open the Marketing Library landing screen. How?
- From the Main Menu bar, click the Marketing icon.
Click the action link for the template library you want to work with: Label Library, Letter Library, Email Library or Envelope Library.
From the Show Category drop-down list, select the category containing the template you want to copy.
Click the Create Personal Copy icon for the template you want to copy/add.
Enter a Template Name for the new template and select the Personal Category you want to file it under. More Info:
- To create a new personal category, click the Add link.
- To update an existing category name while adding this new template, click the Add link and then the Modify List link.
Note: Template names may be duplicated across categories, but the templates themselves are all unique. This means that you can have templates with identical names as long as the templates are in different categories.
Click Save & View [Template Type] to edit the template, or click Save & Close to return to the [Template Type] Library screen.

Open the Marketing Library landing screen. How?
- From the Main Menu bar, click the Marketing icon.
Click the action link for the template library you want to work with: Label Library or Envelope Library.
From the Show Category drop-down list, select the category containing the template you want to base your new template on.
Click the Create Personal Copy icon for the template you want to copy/add.
Enter a Template Name for the new template and select the Personal Category you want to file it under. More Info:
- To create a new personal category, click the Add link.
- To update an existing category name while adding this new template, click the Add link and then the Modify List link.
Note: Template names may be duplicated across categories, but the templates themselves are all unique. This means that you can have templates with identical names as long as the templates are in different categories.
Click Save & View [Template Type] to edit the template, or click Save & Close to return to the [Template Type] Library screen.

Open the Marketing Library landing screen. How?
- Marketing Library landing screen: From the Main Menu bar, click the Marketing icon.
In the Letters or Emails section, click Create New Template.

The Top Producer Editor opens in edit mode.

Tip: To use an existing template as a starting point, click Use Template in the bottom right. Select the Category and Template, and then click Apply.
If creating an email template, enter a Subject for the email.
Use the Top Producer Editor to create your template. Insert marketing links and merge codes by clicking the links in the bottom right.
Click:
- Save to save your changes while editing.
- Preview to view a sample of the template.
- Save & Close to save the template and close the Top Producer editor.