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  2. Action and Document Management
  3. Activities

Set up labels
Application task

You can use a label to add a company logo and company address information to a template.

On the template, use a placeholder to which you add a table field. To add:
  • The logo, add the Attachment table and the LabelLogFilePath field.
  • Any other label information, add the Label table and the required field.


Standard procedure

1. Click Action and document management design.
2. Click Labels.
3. Click New.
4. In the Label ID field, type a value.
5. In the Description field, type a value.
6. You can enter a name that is used as tag for the label record in the generated XML file.
  In the Logo file field, type a value.
7. You can select the logo file for the label. You can select from the images that are uploaded to the Action and document management file share.
  In the Logo file path field, enter or select a value.
8. In the Header text field, type a value.
9. In the Footer text field, type a value.
10. In the Address section, you can enter the address information.
11. Close the page.
Related to Notes

Set up Document management

 		 

Set up communication profile: Label

 		 

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