New Resource Setup

Content Manager New Resource Setup

On the New Resource Setup page you can create a new resource. You create the new version by either uploading a file or by manually creating content.

Applicable version creation methods for each resource type are:
  • doc - upload only
  • jpg - upload only
  • pdf - upload only
  • rtf - upload only
  • rtf (with variable data) - upload only
  • html - upload or create online
  • txt - upload or create online
  • txt (with variable data) - upload or create online
  • xls - upload only
  • Message body - upload or create online

To access the new resource setup page

  1. Display the resource search page.

  2. Click the New Resource link. The New Resource Setup page is displayed.

To create a new resource by file upload

  1. On the New Resource Setup page, enter a Resource Name and a Descriptive Name.
  2. Select a Resource Type and a Resource Scope.
  3. Click the File tab and then click Browse.

  4. Locate and select a file matching the displayed Resource Type. The name of the file you chose displays in the Resource Upload field.

  5. Enter a Resource Description.

  6. Click Next. The Resource Version Verification page is displayed.

  7. Review the resource details on the verification page and click Submit.

    The Resource Revisions page displays and provides a confirmation message.

Points to note:
  • File and/or Entry tabs display only when the resource type can be created both by upload and manually. When only upload is applicable, a Resource Upload area is provided with a Browse button.
  • The resource description is also used as the version description for the first version of a resource.

To create a new resource online

  1. On the New Resource Setup page, enter a Resource Name and a Descriptive Name.
  2. Select a Resource Type and a Resource Scope.
  3. Click the Entry tab.
  4. Type the content in the appropriate editor(s) and use the provided formatting tools (if any).
  5. Optionally click the meta data list link to display the list.
  6. Enter a Resource Description.

  7. Click Next. The Resource Version Verification page displays.

  8. Review the resource details on the verification page and click Submit. The Resource Revisions page displays and provides a confirmation message.

Points to note:
  • For the Message body resource type, create content in both editors, HTML and TEXT. This will ensure there is resource content to display for both kinds of message recipients; those who view html messages and those who view only text messages.
  • You can highlight meta data in the Meta Data list and then drag and drop it into the html or text editor.
  • Fields in the HTML Editor - Insert/Edit Image window enable you to specify image dimensions, alignment & spacing (useful when wrapping text around an image) and border thickness. When editing dimensions ensure that dimensions remain proportional; otherwise image distortion may occur.

  • Activation of resources accomplished on the Resources Revisions page. Refer to the Resources Revisions topic in the Content Manager help section.