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From All n One's bxp software Wixi
→Form build
* Modify the HTMLTemplate2 for in-browser signature capture [[In_Browser_Signature_Capture]]
* Create an RTF template called RTFTemplate1 [[RTF_Templates_for_Outcomes]]
* Edit the first outcome and rename the initial Outcome as MultiDoc [[Form_-_What_is_an_Outcome]]
* Type : Blended
* ID: 9
* Advanced Settings > External > Allow External CCL file download > True* Basic - Text Box : Customer First Name(strCDA_9_field_0_1)* Basic - Text Box : Customer Surname(strCDA_9_field_0_2)* Basic - Email Box : Customer Email(strCDA_9_field_0_3)
* Tidy up the field mapping, as per the question titles
The form should look like
[[File:multidoc_engine_001.png|800px]]
=== HTMLTemplate1 ===
* Template Name : HTMLTemplate1
* Publicly available : True
* Enable Signature Capture: False
<syntaxhighlight lang="html4strict" >
<font face="Arial" size="3">
Dear --strCDA_9_field_0_0strCDA_9_field_0_1--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Kind regards,<br />
=== HTMLTemplate2 ===
* Template Name : HTMLTemplate2
* Publicly available : True
* Enable Signature Capture: False
<syntaxhighlight lang="html4strict" >
<font face="Arial" size="3">
Dear --strCDA_X_field_0_1strCDA_9_field_0_1--,<br /><br />
This is a <em>HTML</em> template email.<br /><br />
Now the signatures<br /><br />
--strAgent_Firstname--
</font>
</syntaxhighlight>
=== RTFTemplate1 ===
* Filename : RTFTemplate1.rtf
<syntaxhighlight lang="xml" >
{\rtf1\ansi\ansicpg1252\deff0\nouicompat\deflang6153{\fonttbl{\f0\fnil\fcharset0 Calibri;}}
\viewkind4\uc1
\pard\sa200\sl276\slmult1\f0\fs22\lang9 Dear --strCDA_X_field_0_1strCDA_9_field_0_1--\par
This is an \b RTF \b0 Template\par
Kind regards,\par
}
</syntaxhighlight>
== Turn on the MultiDoc engine ==
The MultiDoc engine is activated by an outcome. Outcome edit the MultiDoc outcome.
* Use MultiDoc engine : True
* Notes : Please ensure that you create and select HTMLTemplate1, HTMLTemplate2 and RTFTemplate1 before proceeding.
* HTML Templates Allowed : HTMLTemplate1 and HTMLTemplate2
* RTF Templates Allowed : RTFTemplate1.rtf
[[File:multidoc_engine_002.png|800px]]
== Set the External Communications email ==
When we do finally send the email to the end customer we need to have our comms engine working
* External From Address: multidocDemo@gmail.com
* External To Field: strCDA_9_field_0_3 - Customer Email
* External BCC Email address : your own personal address
* External Subject : Whatever you like, can be useful to put a ref in there e.g. MultiDoc Demo - Wixi example Ref : [ [ --intCDA_9_Id-- ] ]
* External Body :
<syntaxhighlight lang="html4strict" >
Dear --strCDA_9_field_0_1--,<br />
This is the body of the HTML email in the outcome external communications.<br /><br />
--MultiDoc_Docs--
<br /><br /><br />
Kind regards,<br />
--strAgent_FirstName--<br />
</syntaxhighlight>
[[File:multidoc_engine_003.png|800px]]
= Operation =
== Use and log a record ==
So now we're ready to using the engine. Job number one here is to log a record and choose the MultiDoc as our outcome.
[[File:multidoc_engine_004.png|800px]]
You will then be transferred to the MultiDoc engine screen
[[File:multidoc_engine_006.png|800px]]
== Using the engine ==
From here you can use the options to generate attached documents which will link to the record.
From the drop down lists you can choose the template you want to create a document from. Then press the buttons to the right hand side to create those documents.
The first drop down list are all the HTML templates from the Communications Centre module that have been permitted on the outcome. Only HTML templates currently allow signatures to be logged. If In Browser signatures are not required then the templates will just create the PDF.
The second drop down list are all the RTF template documents in the Communications Centre module that have been permitted on the outcome.
Each of the documents will then list below to allow them to be included in the email sent out.
Finally with the documents you want to include ticket, press the blue button and the settings from the Outcomes external email options will be used. The system when the send is complete will return you to the original record you were working on.
[[Category:Module Specific:Form Management]]
[[Category:Topic:Outcomes]]
[[Category:Topic:Mail Merge]]
