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Content Library: Flyers

Content Library: Flyers

Owned by Rebecca Kornblum
Last updated: Oct 06, 2023
4 min read

Overview

This training article is designed for end users (loan officers, account executives, and other sales team members) who are sending content to clients.

See the ​Content Library: Creating | Editing Content article for administrator features.

This article describes the options available in the Content Library for sending and using flyers. Users may download static flyers and template-based flyers. This article includes the following topics:

Accessing the Content Library

There are two options to access the Content Library.

Option 1: inTouch

  1. Click inTouch in the main menu bar.

     

  2. Select Content Library from the inTouch drop-down menu.

     

  3. The default view displays all the approved content you can use.

 

Option 2: Main Menu

  1. Click the Content Library icon from the right side of the main menu bar.

     

  2. The default view displays all the approved content you can use.

     

See the Content Library Navigation article for additional filter options.

Viewing Content

  1. There are two options for previewing the content.

    1. Click the image in the Content Panel.

       

    2. Click the eye icon in the Content Panel.

       

  2. Both options open the Content Preview panel.

Downloading Static Flyers

Static flyers are easily identified in the Content Library with a Static label under the image in the flyer’s content panel.

  1. Select a static flyer from the Content Library.

     

  2. Click the Download icon.

     

  3. The flyer appears in your Download folder. Click the flyer name to open it.

 

Downloading Template-Based Flyers

Template-based flyers are easily identified in the Content Library with a Template label under the image in the flyer’s content panel.

  1. Select a template-based flyer from the Content Library.

     

  2. Click the Download icon.

     

  3. The template for the flyer opens.

     

  4. You can change the content settings for the template in the Content Settings menu on the left side.

     

  5. If no changes are needed, click Download to download the template.
    OR
    If changes are desired, continue to Step 6.

  6. You may change the template name, add/change the template description, and/or add/change the tokens by modifying the fields in the Content Settings menu.

    • Template Name: Change the name of the template directly in the Template Name field.

    • Description: Add or change the description of the template directly in the Description field.

    • User Association: Select the appropriate name from the User Association drop-down list to add to the template in the Primary Agent token location.

       

    • Partner Association: Select the appropriate name from the Partner Association drop-down list to add to the template in the Partner token location.

       

  7. Click Download to save the changes in the template. The updated template appears in your Download folder.

     

  8. Click the template name in the Download folder to open the updated template.

More About the Content Library

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