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Template Code

• Location: Communication Template Definition panel.
• What it does: Name of the template.
• How to use it: Enter the text.
• Other notes: This has to match the file name of the Word template.

Template Description

• Location: Communication Template Definition panel.
• What it does: Categorizes communications so they can be organized.
• How to use it: The application populates this field with whatever was selected on the lookup screen when the template was created.
• Other notes: By default, this is Detailed Communication. This type is for longer correspondences that are printed.

Override Recipient Delivery Preference

• Location: Communication Template Definition panel.
• What it does: If checked, the system will always use the Delivery Method for the template to deliver it, regardless of the recipient's recorded preference on the relevant business record.
• How to use it: Click to check or uncheck.

Delivery Method

• Location: Communication Template Definition panel.
• What it does: Determines what the application does to deliver the communication to the recipient.
• How to use it: Select from the drop down.

ECM Document Class

• Location: Communication Template Definition panel.
• What it does: Maps the template to the ECM configuration file to be used to index the generated communication.
• How to use it: Enter the text.

Notification Prefix

• Location: Communication Template Definition panel.
• What it does: Defined lead-in to the Notification Subject.
• How to use it: Select from the drop down.

Notification Message

• Location: Communication Template Definition panel.
• What it does: Message the application sends the recipient when it delivers the template.
• How to use it: Enter the text.

Generated By

• Location: Communication Template Definition panel.
• What it does: Determines whether the correspondence can be generated via batch or online, or both.
• How to use it: Click to check or uncheck.

Template Name

• Location: Communication Template Definition panel.
• What it does: Descriptive name of the template. The application uses the Template Name to refer to the template record on some other screens.
• How to use it: Enter the text.

Template Category

• Location: Communication Template Definition panel.
• What it does: Property the application uses to keep templates organized. 
• How to use it: Select from the drop down.
• Other notes: The default categories are Person and Organization.

Status

• Location: Communication Template Definition panel.
• What it does: If the status is active, the correspondence will be available from the launch screens. Otherwise, it won't.
• How to use it: Select from the drop down.

Communication Category

• Location: Communication Template Definition panel.
• What it does: Defines the type of communication the template is for the purposes of setting a delivery preference.
• How to use it: Select from the drop down.

Default Printer

• Location: Communication Template Definition panel.
• What it does: Printer the communication will be printed with unless overridden.
• How to use it: Select from the drop down.

ECM Document Type

• Location: Communication Template Definition panel.
• What it does: Maps the template to the ECM configuration file to be used to index the generated communication.
• How to use it: Enter the text.

Notification Subject

• Location: Communication Template Definition panel.
• What it does: Subject of the message the application sends the recipient.
• How to use it: Enter the text.

Allow Image Indexing to ECM

• Location: Communication Template Definition panel.
• What it does: If checked, the application will image communication generated with this template to ECM. Otherwise, it won't.
• How to use it: Click to check or uncheck.

Launch Screen

• Location: Communication Template Definition panel.
• What it does: Form or forms the correspondence can be generated from.
• How to use it: Enter the text.

Turn-around Document

• Location: Communication Template Definition panel.
• What it does: Identifies whether the recipient of the communication needs to reply to it.
• How to use it: Click to check or uncheck.

Form Template

• Location: Communication Template Definition panel.
• What it does: Identifies whether the template record is for a form that the recipient must fill out and return.
• How to use it: Click to check or uncheck.

This post is part of the Correspondence topic. Click here to open the Correspondence Overview.