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.
Most of the options are not available for system templates, unless a system template is copied and the copy is being edited.
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Clipboard |
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Paste - Inserts copied or cut material from the clipboard. |
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Cut the highlighted selection to the clipboard. |
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Copy the highlighted selection to the clipboard. |
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Paste Word - Inserts copied or cut material from a Microsoft Word document. The formatting of the source file will be maintained. |
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Template |
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Publish - Saves the existing template and publishes it to the pathway configured in the Configure Message Template Options. |
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Delete - Deletes the open template. This option is not available for system templates. |
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Copy to New - Copies the current document to a new template. |
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Font |
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Font Options - Includes most common font options: style, size, attributes, and color. |
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Paragraph |
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Paragraph Options - Includes most common paragraph options: align, bullets, numbering, and indentations. |
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Find |
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Find text in the document. |
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Custom Data Sources |
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Manage - Manages the custom data sources that will provide data to a message template. |
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Add New Source - Tool used to add new data source to provide data to message template. |
