Importing Agent Office Promotional Pieces

Importing Agent Office Promotional Pieces...

1) The package will be sent to you as a "ZIP" file e-mail attachment. You must unzip it. Save it to your hard drive, and then unzip it. Optimally, you should first create a folder in your "My Documents" folder, maybe called "Agent Office Imports", to store the unzipped file. The folders will now be available on your computer. Now you need to import the promos into your Agent Office software.

2) Now we have to import the file. Open Agent Office. Click on the "Presentation Designer" icon at the top of the page.

3) Click on "File", and then "Import".

4) Make sure "Look in" says "Agent Office Imports", or whatever you called it. You should see the file you saved listed. Click on it, then click on "Open".

The form will appear on your screen in the "Presentation Designer"

5) Click on "File", and then "Save As".

Name the form exactly what it is called on the import in "Save Form As", and leave it to be saved as a "Promotion".

NOTE: UNFORTUNATELY EVERY SYSTEM IS DIFFERENT. WHEN I CREATE IT ON MY COMPUTER, IT PRINTS FINE. YOU MAY SOMETIMES GET A MESSAGE, WHEN YOU GO TO PRINT, AFTER INITIALLY IMPORTING IT, THAT SAYS "ALL THE TEXT MUST BE WITHIN THE PRINTABLE AREA OF THE PAGE:... In the following example, you can see where the "Text Box" (in red) is clearly beyond the inside double border. This is what the error message means. Sometimes it will LOOK like it is well within the border, and you will still get the error message. You must simply keep moving it, or making it smaller until you stop getting the error message. This is something over which I have no control. I can help you with this problem by working on directly on your computer online, but I will charge by the hour to do so.

6) To print, simply click on "Promotion" wherever applicable, and the new list of pieces will include your new "Promotion" piece.

Back to the directions

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