Home Ribbon Tab Options

The Home ribbon tab is the default tab when Template Manager opens and is comprised of multiple groups. These groups contain action buttons that allow you to change document settings.


Clipboard

Paste

Inserts copied or cut material from the clipboard.

Cut

Cut the highlighted selection to the clipboard.

Copy

Copy the highlighted selection to the clipboard.

Paste Word

Inserts copied or cut material from a Microsoft Word document.  The formatting of the source file will be maintained.

Template

Publish

Saves the existing template and publishes it to the pathway configured in the Configuring Message Template Options.

Delete

Deletes the open template. This option is not available for system templates.

Copy to New

Copies the current document to a new template.

Font

Font Options

Includes most common font options: style, size, attributes, and color.

Paragraph

Paragraph Options

Includes most common paragraph options: align, bullets, numbering, and indentations.

Find

Find

Tool used to find text in the document.

Custom Data Sources

Manage

Manages the custom data sources that will provide data to a message template.

Add New Data Source

Tool used to add new data source to provide data to message template.


Design Options