For more information on text, including explanations of
data dictionary elements and placeholders, see Scenario: Creating text and images.
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 > Text or select a text asset
and click Edit.
Specify the following information for the text:
Name: Type a unique name for the text asset. No two
assets (text, image, condition, or list) in any state can exist
with the same name.
Description: Type a description of the asset.
Category: Select a category for the text. The System
Administrator defines the categories.
Subcategory: Select a subcategory for the text. The
System Administrator defines the subcategories.
Data Dictionary: Select the data dictionary in which
to map. This attribute enables you to add references to data dictionary
elements in the text asset.
Comment: Enter an optional comment. If you are editing
an existing asset, you can use this box to indicate the reason for
the edit.
Click OK.
A new Text Editor opens, enter the text. The toolbar changes
depending on the type of edits you want to make: fonts, paragraphs,
or bullets:
To add a data dictionary element in the text, select a data
element from the list, and click Insert. If you select Protected,
the data dictionary element is read-only and appears in the letter
editor, but not in Create Correspondence user interface or Correspondence
Creator.
To add a place holder element in the text, in the Data Elements
panel click New. A pop-up note appears to enter details for
the new Data Element. Click Insert to add the new element
to the list. The new place holder can be inserted into the text
in the same way as data dictionary element.