Creating a Personal Copy of a Letter Template

You may find a letter template you like but that doesn’t perfectly suit your needs. Since you can’t make changes to default templates, you’ll need to create a personal copy.

All default templates are stored in default categories. Personal templates must be stored in their own personal categories. You can create a personal letter template category from the Letter Library page.

  1. Use the Modify List link next to the Show Category drop-down list to open the Personal Letter Categories page. Click the Add Category link to open the Category Details segment below.


  2. Give your category a descriptive name and click the Save Category button to save it and display it from the Personal Letter Categories page.


  3. Click the Done button to take you back to the Letter Library page. You can now select a template to copy.

Tip: Add a “#” at the beginning of your personal template category to place it at the top of the category list.

Creating a Personal Letter Template

  1. From the Letter Library page, click the Create Personal copy 3 icon next to a letter template you’d like to copy. The Create Personal Copy page opens


    Note: You can also add a personal category here by clicking the Add link.

  2. Give your personal template copy a name, select a personal category, and click the Save & View Letter button to save and open the copied template in edit mode.

Log in to create a personal copy.

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