Download Correspondence Template User Guide

Correspondence Pod User Guide Version 1.0
Overview
This guide will walk you through building templates for your processes. It covers the operation of the
Correspondence Administration and Correspondence Template processes.
For information on integrating the templates into your procedures, please refer to the Technical User
Guide.
There are 2 main elements in the Correspondence Pod, the Correspondence Admin dashboard and the
Correspondence Template procedure.
The correspondence Admin Dashboard provides access to the following functionality
 View all the templates defined in the system.
 Create new Correspondence Template.
 Select Template for update.
 Define standard Paragraphs.
 Configure the Correspondence Types.
 Configure the Delivery Methods.
 Configure Admin tables.
o Language with associated default formats.
o Correspondence Groups.
o Correspondence Control Settings.
The Correspondence Template provides the following functionality
 Definition of the template.
 Create email, Letter and document templates.
 Edit text and HTML templates with HTML editor plug in.
 Process to define, authorise and release the template.
 Test Email and Letter creation.
 Authorise Templates
An additional procedure, Correspondence Example, provides a working example of the procedure
interacting with the templates. See the Technical User Guide for an explanation of how this works.
Conventions
[button] - a button on the screen
‘option’ – an option available in a radio button or drop down field.
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