Correspondence Management lets you manage reusable attachments,
such as legal documents and annexures, that may be associated with
one or more letter templates. You can upload an attachment, search
for it, update it, or view all letter templates with which it is
associated.
Upload an attachmentFollow these steps to upload an asset: Click Assets > New > Content.
Enter a name and description for the new attachment.
Optionally, select a category and subcategory for the attachment.
Upload the attachment file in the Content File field.
Optionally, enter a caption and comment for the attachment.
Click OK.
Associate attachments with a letter templateUsing the Manage Assets user interface, you can associate
a letter with attachments.
Follow these steps to associate attachments with a letter template:
Create a new letter or double-click a letter template
in the Manage Assets UI to open it for editing.
Select Attachment View from the view drop-down menu.
Specify a suitable value in the Max Number of Attachments field.
Select one or more available attachments from the Attachment
Library in the right pane and click Insert.
Mark attachments as Mandatory (*) or Preselected (), as
necessary.
Click the (Library
Access) icon if you want agents to have access to the attachment
library at runtime.
Click the Lock Order icon if you want to maintain the order
of attachments.
Click Done.
Note: It is recommended that
you attach only PDF and Microsoft Office documents.
Manage attachments while previewing the letterWhen the agent previews the letter, she can remove the
preselected attachments or add new ones, subject to the total cap
on the number of attachments that can be associated with the letter
template. Preview a letter template in the Manage Assets
UI.
Select Attachment View from the view drop-down menu.
As necessary, deselect any preselected attachments or select
additional attachments from the attachment library. The interface
indicates how many attachments have been uploaded out of the total
limit (for example: 2/4). You can click the Up
and Down arrow icons to change the order of attachments. Click the
- icon to delete non-mandatory attachments, if necessary.
Continue performing other operations in the correspondence
workflow.
Attachment deliveryThe letter attachments are available post process
in the PDF, which is created after letter submission.
When the Letter is rendered using Server side APIs as an
interactive or non-interactive PDF, the rendered PDF contains attachments
as PDF attachments.
When a post process associated with a letter template is
invoked as part of the Submit or Complete Correspondence operations
using the Create Correspondence UI, attachments are passed as the List<com.adobe.idp.Document> inAttachmentDocs parameter.
Out-of-the-box delivery mechanisms, such as Email and Print,
also deliver attachments along with the PDF of the generated correspondence.
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