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Open the Manage Assets user interface. If you have
installed the solution template and sample users, you can go to
the sample portal at http://<server>:<port>/lc/cm/manageassets.html.
Log in using your appropriate credentials (such as user name as
tgoldman and password as your password).
Click New > Letter Template or select a
letter template asset and click Edit.
Specify the following information for the letter template:
Name: type a unique name for the letter template.
Description: type a description of the letter template.
Category: Select a category for the letter template.
The System Administrator defines the categories.
Subcategory: select a subcategory for the letter template.
The System Administrator defines the subcategories.
Layout: select the layout for the letter template.
Data Dictionary: select the data dictionary to which
to connect. Only assets that use the same data dictionary as the
letter, or assets that have no data dictionary assigned, can be
selected.
Comment: enter an optional comment. If you are editing
an existing asset, you can use this box to indicate the reason for
the edit.
Sample Data: Click the open icon to select an XML
file containing the sample data which to populate the letter.
Postprocess: select a postprocess to be applied to
the letter template.
Note: if the root node of XML
supplied to a letter is substring of the following Strings: xfa,
data sets, or data, the PDF will not display in Create Correspondence user
interface.
Click OK.
You can create new assets or select existing ones. The Content
Library pane lists all of the assets (text, images, lists, and conditions)
in the system that either use the same data dictionary as the letter
template, or have no data dictionary assigned to them. You can filter
the resources you need by selecting the appropriate filter (text,
image, list, or condition). If no filter is selected, then all resources
are displayed. You can also search using the basic and advance search
features.
To add an asset to the list, select it in the Resource pane
and click Insert.
The asset is added to the Letter Outline pane.
To change the order of the assets within the list, select
an asset in the Letter Outline pane and use the arrows to move the
asset.
You can select the following options to specify how each
asset in the list behaves at runtime: Editable:
When this option is selected, the content can be edited at runtime.
Required: When this option is selected, the content
required at runtime.
Preselected: When this option is selected, the content
is preselected at runtime.
Indentation: You can change the indentation level
of each module/content selected as part of the List. Indentation
is specified in terms of Levels (starting with zero), such that
each level of indent corresponds to a padding of 36pts.
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