The template will have target areas/placeholders which will hold various kinds of documents fragments. For example, a template can have target areas for logos and another target area for text content.
Once web channel document template is created, you can then create Interactive Communication documents based on the template.
- Configure Tomcat for your data source.
- Create the Data Source.
- Create Form Data Model
- Create Interactive Communication template
- Create Document Fragment
- Create Interactive Communication Document
- Add text and image content to document
- Add Chart to Account Progress Panel
- Add Table to Account Balance Panel
- Configure Retirement Outlook Panel
- Configure Investment Mix Panel
- Set up delivery of interactive communication via email