This article outlines how to configure your Smart Template Content elements.


The Content element stores the main body of the correspondence, linking together the Header and Sign-Off elements in the system.

Add a Content Element

 

To add Content:


  1. Go to the System tab > Click on Standard Templates
  2. Click on ‘Add Content’ next to Content in the Smart Templates section
  3. Record the Content Details
  4. Enter the Content Title – this is the name of the Content Template within Equinox
  5. Enter any Notes for internal reference about the use of this Content



6. Record the Smart Template Settings

  

Cover email settings:

Non-cover email settings:

 

Field

Description

Cover Email

When enabled this toggle option prevents the Content Template being used as an attachment to another template. This hides some Smart Template Setting fields, these have a * next to the name.

 

Linked Header

Select the Header Template that should accompany this Content.

Linked Sign-off

Select Sign-off Template that should conclude this Content.

Primary Classification*

Optionally categorise the type of correspondence. This is only relevant to systems using Work Flows.

Note: Contact our Support team to configure this list. Or leave blank.

Secondary Classification*

Optionally add asub-category for the type of Correspondence.

This is only relevant to systems using Work Flows.

Note: Contact our Support team to configure this list. Or leave blank.

Delivery Method*

This is the format that the correspondence will be sent to the recipient:

  • Email (attachment): The correspondence document is intended to be an attachment to a ‘Cover Email’ Content Template. See the ‘Cover Email’ field.
  • Email (inline): This will add the content to the body of an email.
  • Other: This created the correspondence as a Word document or PDF. 

Cover Email*

If the Delivery Method is ‘Email (attachment)’ a Cover Email template will need to be selected. 

The drop down will list all Content templates that are marked as a ‘Cover Email’

The document will be added as an attachment when the selected Cover Email is generated.
 Leave Blank if Delivery Method is ‘Email (inline)’ or ‘Other’.

Template Finalised

If this is ticked, the correspondence will have a status of ‘Finalised’ when generated, which means it is ready to send. E.g. you can send this correspondence by email from Equinox without creating a draft first.

Default Recipient*

Select a contact category to specify who the correspondence should be generated for.
 This selects the appropriate person based on the correspondence management tool in the Address Book.

PDF Profile*

Enter a PDF Profile:

None (creates as a Word document)

PDF/A1 (standard PDF)

EPO (PDF formatted inline with EPO guidelines)

 

 

7. Record the Filter Settings


These filters specify the cases where Content Templates should be used. This means that only the Content Templates that are relevant to a case will be available to generate.

> Case Category

> Case Subcategory

> Country


8. Add text and merge codes to the Content box



9. Click ‘Save’ to store the Content Template in your system OR Click ‘Cancel’ to go back