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Most letter templates include text and images. Images typically
include company logos that appear on letters. Text includes standard
wording and clauses that you want to include on your letters.
Text assetsA text asset is a piece of content that consists of one
or more paragraphs of text. A paragraph can be static or dynamic.
A dynamic paragraph contains references to data elements, whose
values are supplied at runtime. For example, the customer name in
a letter salutation could be a dynamic data element, with its value
made available at runtime. By changing these values, the same letter template
can be used to generate letters for different customers.
The Correspondence Management Solution supports two kinds to
dynamic data items (variable data):
- Data dictionary variables
- These variables are bound to the data dictionary and get
their values from the supplied data source. A data dictionary variable
can be protected or unprotected. During correspondence creation,
the user can modify the default value of unprotected data dictionary
variables, but cannot modify protected ones.
- Placeholders
- These are variables that are not bound to a backend data
source. They require the user to fill in a value during correspondence
creation.
Note: The solution template does not force you to create unique
names when creating placeholders. If you create two placeholders
with the same name, such as a text and a condition, and use them
both in a letter template, the values of the placeholder last inserted
is used for both placeholders. If two placeholders have the same name,
their types are compared. If the types are different then their
type becomes String.
Image assetsAn image asset is a graphic that can be used in a letter
template. You can upload the following types of images to the Correspondence
Management Solution:
Implementation overviewA Subject Matter Expert (SME) is responsible for creating
the images and text, and having them reviewed and approved as required.
The SME then uses the Manage Assets user interface and upload assets
using corresponding editors to upload images and add text to the
Correspondence Management Solution Template. For details on how
to use the Correspondence Management editors to create text and
image assets, see Working with text and Working with images.
Tools usedThe Manage Assets user interface is used to upload images
and create text assets.
Team membersA graphic artist typically creates images. The Subject
Matter Expert (SME) uploads the images, and is also responsible
for creating the text assets, possibly with input from others, such
as the legal department.
Best practices/tips and tricks
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