Managing Your Template Library Category Names

Template Library Categories allow for categorization of templates for faster access. Each template type (Presentation, Flyer, Email, Letter, Envelope, Postcard, and Label) has its own set of categories, so creating a category in one template type will not result in the category being added to all the other template libraries. You can add, delete, or rename any of your personal categories.

To add a category:

  1. Open the Marketing Library landing screen. How?triangle.gif

  2. Select the template library with which you want to work.

  3. Click the Modify List link beside the Show Category drop-down list.

  4. From the Personal [Template_Type] Categories screen, click the Add Category action link.

  5. Enter a name for the new category and click the Save Category button.

  6. Repeat steps 3 and 4 to add additional categories, or click the Done action link to return to the Template Library from which you began.

To delete a category:

  1. Open the Marketing Library landing screen. How?triangle.gif

  2. Select the template library with which you want to work.

  3. Click the Modify List link beside the Show Category drop-down list.

  4. Click the Delete delete_icon.bmp icon for the category you want to remove.

  5. A warning dialog box appears. Read the message carefully and if you still want to delete the category, click the Yes button.

    The category is deleted.

  6. Click the Done action link to return to the Template Library from which you began.

To rename a category:

  1. Open the Marketing Library landing screen. How?triangle.gif

  2. Select the template library with which you want to work.

  3. Click the Modify List link beside the Show Category drop-down list.

  4. Click the name of the category you wish to edit.

  5. Enter the updated name for the category and click the Save Category button.

    The category is renamed.

  6. Click the Done action link to return to the Template Library from which you began.