Customizing the Hello Document Print

  • hello document, create new content
  • 0

This solution describes the process to create a personalized hello message for a list

To create the message, follow these steps:

  1. Navigate to "Utilities: Automated Messages: Document Content".
  2. Click on the "Create New" button: "Create New Content" window will open.
  3. Populate all required information under the Essentials tab.
  4. Click on HTML Message and insert the HTML content.
  5. Click on Text Message and insert the text content.
  6. Click the "Save" button.

Next associate the new document to the action:

  1. Navigate to "Utilities: Automated Messages: Document Associations".
  2. Select "Create New button: New Document Association window will open".
  3. For Message type select  "List Hello Document.
  4. For Document:  Select "<your document>" created above.
  5. Select "yes" for "Is Default".
  6. Click the "Save" button.

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