Before You Begin: For more information on defining reusable content, Text Editor and Tokens.
To add reusable content:
- Go to Letter Management > Template Designer and click the Reusable Content tab.
- Click Add.
- Enter a name and, optionally, a description. The name is what users see when they add the content to the template.
- Enter a date in the Effective From field and, if needed, the Effective End field to define when the content can be used.
- In the Category drop-down list, select Clause, Contingency, Disclaimer, or Other.
- Enter a value in the Reference Code field. Reference codes are used to export data to other applications. These codes must be unique and must not contain special characters.
- Add free text and tokens in the text editor as needed.
- Click Save.