Editing a Personal Letter Template

Top Producer uses the Top Producer Editor any time you make changes to letter templates. Follow the steps below to change the look or content of your personal letter template.

1. Click the Marketing icon on the main menu to open the Marketing landing page.
2. Click the Letter Library link to open the Letter Library page.
3. From the Letter Library page select your personal category from the Show Category drop-down list. The personal template has a Personal Template icon under the Personal Template column to indicate it’s a personal copy.
4. Click the personal template name to open it. The template opens in edit mode – here you can make changes to the template.

   

Editor Tools

From edit mode you can change the content and layout of the personal template using standard word processing techniques. Below are some of the available tools:

1. Delete text: Select the text (becomes highlighted) and press the Delete button on your keyboard.
2. Add text: Put your cursor in the spot you want to add text and starting typing.
3. Format text toolbar: Use the toolbar shown below to change the font style and size, bold, italicize, or underline text, change text alignment, or add numbered or bulleted lists.
   
4. Insert toolbar: Use the toolbar shown below to insert a text box, image, header and footer, or page numbers.
   
   Click the Page setup icon to change the paper size or set custom margins if you plan on printing on letterhead using your logo. Click the Updatebutton to save your page setup changes.

   Tip: An easier way to change the margins is to use the ruler, which appears horizontally and vertically around your template. Adjust the margins by placing your cursor on a ruler until you get a double-headed arrow, then simply click and drag to change the margins.

5. Image toolbar: Use the toolbar below to change a picture’s border, or relative positioning of one picture to another.

6. Merge Codes: Merge codes already used in the template appear in a yellow box. The name of the merge code identifies what kind of information will be pulled from a record when it’s time to run the template.

   To add more merge codes, first place your cursor where you want to add the code on the template. Then click the Insert Merge Code link at the bottom of the page to open the Insert Merge Code segment below.

   Just like templates, merge codes are grouped into categories to make it easier for you to find the ones you need. Before you can choose a category, you must decide if you want to insert a merge code that pulls in text information (title, spouse’s name, etc.) or picture information (agent photo, property photo, etc.). Selecting a type populates the Category drop-down list.

1. Insert or Delete Text Merge Codes

   To pull in text information, select the Text Merge Codes option button and the appropriate category. Choose a merge code from the Merge Code drop-down list and click the Insert Merge Code button to add the code to your template and close the Insert Merge Code segment, or click the Insert & Add Another Merge Code button to add the code into the template and keep the Insert Merge Code segment open. You should now see the added merge code on your template.
   

   Note: If you want to delete a merge code, simply click on the merge code to highlight it and click the Delete button on your keyboard.

2. Insert or Delete Picture Merge Codes

   To pull in a photo, choose the Picture Merge Codes option button and the appropriate category. Select what type of photo you want inserted from the Merge Code drop-down list and click the Insert Merge Code button. The photo merge code gets inserted in the center of the page. From here, you can resize and move the picture anywhere on the page. For example, if you want to show an agent photo at the bottom of the page, click on the merge code to highlight it (you’ll see a green border) to change the mouse cursor to a four-headed arrow, then simply drag and drop the code to where you want it. No matter where you move the code, the Editor will reorganize the template text to ensure a professional look.
   
   You can resize the picture code by moving your cursor to the edge of the codeuntil you see a double-headed arrow. Click on the arrow (keeping your mouse key depressed) and move the edges until you get the desired size. You can also resize the picture border (the white space between the picture and template text) by placing your mouse cursor on top of the green line until you see a double-headed arrow and then click and drag to the desired border size.
   

When you’re satisfied with the changes you’ve made to the template, click the Save Template button to return to the preview page.

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