1. Communication Service
  2. Configuring a Document

6 Configuring a Document

Document consists of one or more Layouts that define the structure of the Document. A document could be a printed letter, email, SMS message etc.

Document in Communication Cloud Service holds information in the form of text and graphics. Communication Cloud Service supports following formats including, but not limited to PDF, HTML, Print and other physical or electronic formats exclusive of Email.

In Communication Cloud Service, Document is a deliverable that contains relevant content comprising of text and or graphics using appropriate font and style. A Document is structured with one or more layouts such as list, grid, block, table.

To configure a Document
  1. Log in to Oracle Financial Services Cloud with your credentials and select an active Config ID.
  2. From the Dashboard, select Application Navigation.
  3. From the left Navigation pane, select Configuration and then select Communication.
  4. From the Navigation pane, select Document.
  5. To add new Content, select Add.
  6. On the Creating Document Add Identification page, enter the following details and select Next:

    Table 6-1 Add Identification: Base Document

    Field Description

    Name

    Enter a name for new document that you want to create.

    Long Name

    Enter a long name for the new document that you want to create.

    Description

    Enter description.
    Marketing Company Select the relevant Marketing Company for the Document.
    Operations Company Select the relevant Operation Company for the Document.
  7. On the Add Identification Create Document Version page, enter the following details and select Continue:

    Table 6-2 Add Identification: Create Document Version

    Field Description
    Name Enter Name for document version.
    Description Enter Description for document version
    Set Status Dates Set the Active and Inactive dates for the Document configuration.
  8. On the Creating Document Version Manage Associations page, expand Options and select Layouts or Styles that you want to associate.
  9. To add new Layout, refer to the topic Configuring Layouts. Alternatively, you can also select a layout from the list of existing layouts.
  10. To add new Styles, refer to the topic Creating a Style. Alternatively, you can also select an existing style from the list of existing styles.
  11. On the Success page, select Finish.