Step 6 of creating a CMA Package lets you choose which items to include in your CMA Package. The final CMA Package is produced in HTML format, and you have the option to e-mail it or view and print it.
TIP: You can set up a standard cover letter, agent resume, and office resume by choosing CMA Documents Setup from the Admin menu. The CMA Package program uses these standard documents as the default, and lets you make changes as needed for each individual CMA Package. This saves you time creating CMA Packages.
To select items for your CMA Package
Using the check boxes on the left, make sure that each item you want to include is selected.
In the Sort column, modify the numbers if desired to re-order the selected items. Then click the Refresh button.
Click the "Preview" link if you want to see what a particular item will look like.
If you are including a cover letter, click the "Revise" link next to the cover letter to modify the text if necessary. (NOTE: The cover letter automatically inserts the contact's name and address at the top, and uses the body text from your default cover letter. See TIP above for details.)
Click the "Revise" link next to any other items you want to modify.
To output your CMA Package
To e-mail the package:
To e-mail the completed package, click the Email CMA Package button. Be sure to click "Click here to preview CMA Package" if you want to check the final package before sending.
Type a subject line in the Subject field, and modify other fields as desired.
Click the Send E-mail button.
To print the package:
To view or print the CMA Package, click the Print CMA Package button.
Your CMA Package displays in a separate window. Choose File, Print and output your package using your desired printer settings.
See also