Custom templates are created by going to the Portfolio Menu in the Main Menu and selecting Manage Templates.|
Create a new Quick Note Letterhead:
A custom Quick Note Letterhead is also be created by clicking the New Template button in the Template Manager, making the Edit Template Layout dialog appear.
- Select Quick Note Letterhead in the main window of the Template Manager.
- Click the Duplicate Template button on the right of the Template Manager.
- Click on the new Quick Note Template — Quick Note Letterhead 2 — that appears in the main window.
- Edit the template by clicking the Edit Template Info button or Edit Template Layout button on the right of the Template Manager.