To open the Presentations page: From the Presentations menu, click Presentation library.
If you are a new user, you will generally use the pre-designed presentation templates provided. However, as you become increasingly familiar with the application, you will prefer to custom-create your own library of presentation templates in order to customize for the specific seller, home and market conditions.
To create a presentation template
From the Presentations page, click the Create new action menu item.
From the Create new template dialog box, select either CMA, Buyer presentation, Home Market Report (HMR) or Community Report template.
From the drop-down list, select the category in which you want to save the template.
Type the name for the new presentation template in the space provided and click OK.
The Pages in [template name] template page is displayed but will be empty until you create or add some pages. Unlike other templates, a presentation consists of multiple pages.
Optionally do the following:
Create a new page: Click the Create new action menu item. The Create new page in [template name] template page appears. For instructions on how to edit a presentation page, see "Editing presentation pages". Click OK when you finish creating the new page, type a name for the new page and click OK.
Add a page from another presentation template: Click the Add from template action menu. Select the category and then the template that contain the desired page. Select the page to use and click OK. The page is copied into your presentation template.
Rearrange the order of the pages: Select one or more pages and click Move up or Move down.
Rename a page: Select a page and click the Rename action menu. Type the new name for the page and click OK.
Delete a page: Select the page to delete and click the Delete action menu item. Click Yes to confirm deletion.
Customize your stationery: Click the Customize stationery action menu item and edit the stationery. For more information, see "Customizing stationery".
To save and close your template, click Close.