For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document.
Name | Responsible | Description |
---|---|---|
Set up text fragments |
Designer |
Use text fragments to add predefined texts to documents. Examples: disclaimers, contract clauses, and product information. |
Define text fragments for document type perspective |
Designer |
For each document type perspective, you can set up the applicable text fragments. Use text fragments to add predefined texts to a document. You can also group several text fragments in a text block. If you generate a document or email with a text block, the related text fragments are added together. |
Define text fragment filters for document type perspective |
Designer |
For each text fragment, as defined for a document type perspective, you can set up filters to define when the text fragment is applicable. If, on generation of a document or email, a text fragment is not applicable, it is not added to the document or email. For each of the filters, the value of the left data source field is validated against the value of the right data source field or a fixed value. The validation is done based on the defined operator. |