Attributes panel

This panel allows you to define a number of attributes that will control how the template is used and merged.

Actions

The following actions are available through the toolbar on the top of the panel:

Icon Description

Add new attribute from Attributes list. Select an item from the Name drop-down list, type a value and click the icon.

Note: The available attributes depend on the selected template type in the Settings panel.

Edit an attribute. Make your changes and click the icon to apply them.

The selected attribute is marked for deletion with a strikethrough line. You have to click the toolbar icon to permanently delete an attribute marked for deletion.
Cancels pending attribute changes (such as marked for deletion) and reloads existing attributes form the database.

This opens a pop-up window allowing you to batch-define attributes for the selected template:

Note: This action is only available for Email and Letter template types.

It allows you to generate a PDF based on the selected Letter template by selecting the SysID (client identifier) and clicking the icon.

Note: This action is only available for Letter template types.

Attributes per Template Type

Template Type Attributes
Print N/A
Email BCC, CC, FROM, FROMDISPLAY, FULFILMENTATTACHMENT, HTMLTEXT, PLAINTEXT, PRIORITY, STATICATTACHMENT, SUBJECT, TO
Word DOCX to PDF DESTINATION, DESTINATIONFILENAME, OVERWRITE, SOURCE
Word DOCX to DESTINATION, DESTINATIONFILENAME, FORMAT, OVERWRITE, SOURCE
Letter DESTINATION, DESTINATIONFILENAME, HTMLTEXT, LETTERSTATUS, OVERWRITE, STATICATTACHMENT
Merge Document DESTINATION, DESTINATIONFILENAME, MERGETEXT, OVERWRITE, SOURCE
PDF Form Fill ADDITIONALSIGNATUREBOX, DESTINATION, DESTINATIONFILENAME, MAPPING, OVERWRITE, PDFCHECKBOXFIELD, PDFTEXTFIELD, SIGNPAGE, SIGNXPOS, SIGNYPOS, SOURCE

See Attributes list for information on each attribute.