Create Reusable Content

Letter Management Guide

Version
R2024.1.0
Create Reusable Content

Before You Begin: For more information on defining reusable content, Text Editor and Tokens.

To add reusable content:

  1. Go to Letter Management > Template Designer and click the Reusable Content tab.
  2. Click Add.
  3. Enter a name and, optionally, a description. The name is what users see when they add the content to the template.
  4. Enter a date in the Effective From field and, if needed, the Effective End field to define when the content can be used.
  5. In the Category drop-down list, select Clause, Contingency, Disclaimer, or Other.
  6. 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.
  7. Add free text and tokens in the text editor as needed.
  8. Click Save.