Need help editing templates? Attend one of our FREE Online Training Webinars and we’ll walk you through it!
Follow the steps below to change the look or content of a personal letter template.
- Click the Marketing icon on the main menu to open the Marketing landing page.
- Click the Letter Library link to open the Letter Library page.
- From the Letter Library page select your personal category from the Show Category drop-down list. The personal template has a Personal Template icon next to it to indicate it’s a copy.
- Click the personal template name to open it. The template opens in edit mode – here you can make changes to the template. When your have finished making changes, click Save or Save & Close.
For information about the features available in the editor, please see Using the Editor.