Creating a new letter, envelope, label, postcard, or flyer template

1. To create a new template, do one of the following:
    

   • from the Communication library - Click the Letters, Envelopes, Labels, Postcards, or Flyers tab from the Communication library page. Click Create new from the action menu. 

   • from the main menu - point to Mail, Create new template, then select the type of template you want to create.
      

2. If you are creating:
    

• a letter template, skip to step 3.
   

• an envelope, label, or postcard template, the Select [envelope/label/postcard] size dialog appears. Select the size of envelope, label, or postcard you want to create and click OK.
  
  NOTE: The Select [envelope/label/postcard] size dialog displays all the sizes available. Custom sizes are not supported.

• a flyer template, the Input the count of properties dialog appears. Use the spin buttons to select the number of properties (1-30) you want in the flyer, and click OK.
   

3. The New [template type] template page appears. The large white space is the editing area where you can customize your letter, envelope, label, postcard, or flyer by adding text, pictures, and merge codes.
    

4. Use the word processor toolbars to modify your template.
    

5. Click the Insert picture merge code link if you want to automatically merge a picture when printing this item for one or more contacts. A pick list of merge codes will appear for you to select from.
    

6. Click the Insert merge code link if you want to merge a piece of contact or agent information when printing this item for one or more contacts. A pick list of merge codes will appear for you to select from.

7. Click Insert link if you want to add a marketing link to the body of the template. The Select marketing link page opens. Highlight a link and click OK. For more information on inserting marketing links, click here.
    

8. Click Print from the control menu to print the template. The Print pop-up window opens for you to specify print settings for your letter, envelope, label, postcard, or flyer template.
    

9. While editing, it is a good idea to save your work often. Click Save to display the Save template dialog. Use the drop-down list box to select a category in which to save the template, then type a name for the template and click OK.
    

10. When finished creating your template, click OK.
    NOTE: You cannot save your personal templates in the default categories; you can only save personal templates in personal template categories.