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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.
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