Top Producer® 8i CRM: Creating a Personal Envelope Template

Note: Mac users are currently able to edit email and letter templates, but no other template types. Windows users are able to edit most templates using Firefox or Chrome, but must use Internet Explorer 10 or 11 to edit Labels and Envelopes.

Top Producer CRM comes with Default Envelope Templates that are preformatted and available in most standard envelope sizes. If you’d like to customize an envelope to add, change, or remove content, follow the instructions below:

Important: Before beginning, we recommend you ensure that you have purchased an envelope size that matches the size of one of the provided envelope templates. While you can adjust the template size when editing your template, due to differences in printers and printer software settings a non-standard size envelope may not print correctly on your printer.

The first step is to make a copy of a default envelope template that matches the size of the envelope to which you will be printing. Inside the Marketing menu, select Template Library, and then click Envelope Library.


Copy a Default Template

To the right of the envelope you wish to use, click the Create Personal Copy icon createicon. You can then enter a name for your new template and select the Personal Category in which to save it. When finished, click Save & View Envelope.


Tip: If you have not yet created a Personal Category for envelopes, click the Add link to add one now. If you’d like your personal category to show up at the top of the category list, enter a special character like # at the beginning of the name.

Edit Your Personal Template

Clicking Save & View Envelope opens the envelope for editing. Here you can delete or add text and mergecodes, add images, or change the positioning of content. Use the editor toolbar at the top to format the envelope to suit your needs.


To insert an image, click the Insert Picture Frame from File icon pictureicon in the toolbar. Browse your computer to select the desired image and click Open. The image will appear in the template at its original size. You can reposition the image in the template by using drag-and-drop, and resize the image by clicking and dragging one of the small squares that appear around the image border.


To adjust the size of the template, click the Page Setup icon pageicon, choose Custom Size, and enter the dimensions of your envelope.

You can preview your new template at any time with sample information, by clicking the Preview button. Once finished editing your template click Save & Close.

Log in to create a personal envelope template.

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