Modify the properties for the Letter Template

To see how a user with the proper credentials can modify the properties of content fields, perform the following tasks:

  1. Open the Manage Assets user interface. If you have installed the solution and sample users, access it from http://<server>:<port>/lc/cm/manageassets.html . Log in using clopez as your user name and password as your password.

  2. In the Manage Assets screen, in the Search box type subrogation and hit enter.

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    Searching for Subrogation Claim
  3. In the Manage Assets window, select Claim Subrogation and click the Edit icon.

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    Edit the ClaimSubrogation Letter
  4. In the Letter Template Editor, click the Properties icon.

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    ClaimSubrogation Letter Properties icon
  5. You can change the Description, Category, or Subcategory for the template. Click OK.

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    ClaimSubrogation Letter Properties
  6. Select a target such as policyConditions. You can now change the properties of your targets. For example, you can add or remove items from your Content Library. Policy targets also have conditions that can be changed. When the Lock Order button is selected, the order of assets in the target area is locked.

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    ClaimSubrogation Letter Outline Properties
  7. Specify the properties of your target using the properties check boxes. Each checkbox corresponds to the icons above which are Editable, Required, and Preselected, respectively.

    Properties check box icons

    When the Editable checkbox is selected, the content can be edited. When the Required checkbox is selected, the content is mandatory. When the Preselected checkbox is selected, the content is preselected.

  8. Click the Data Editing View selection.

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    ClaimSubrogation Letter Data Editing View
  9. This pane details how data fields and variables are used in the template. Data can be lined to data sources such as a data dictionary or user input. Each field defines properties such as from which data dictionary maps data or what caption is displayed for user input fields.

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    ClaimSubrogation Letter Data Map
  10. Click Done.

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