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Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Using the Editor
The EngageOne Compose Interactive and EngageOne Compose ActiveX editors have identical editing functionality. This section provides details on how to use the features for both editors.
Creating editable paragraphs
Bullets and numbering
Bullets or numbering can be applied to editable text paragraphs if you want to emphasize them or to create lists.

EngageOne Compose
Create customized communications based on templates for optional review and approval using predefined workflows.
Tasks
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
Communications
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
Templates
Templates are used as a base to create your final customer communication.
Editing and confirming data
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
- The editing experience
- Using the Editor
  The EngageOne Compose Interactive and EngageOne Compose ActiveX editors have identical editing functionality. This section provides details on how to use the features for both editors.
  - Working with the editor
  - Editing features
  - Interactive data entry
  - Creating editable paragraphs
    - Entering and formatting text
    - Positioning text
    - Bullets and numbering
      Bullets or numbering can be applied to editable text paragraphs if you want to emphasize them or to create lists.
    - Pagination
- Cross-browser interactive data field editing
Selecting delivery options
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Awaiting Delivery
Lists all documents that have been submitted for delivery but have not been delivered.
Search Archive
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
Workflow and template management
This section describes the management of workflow and template processes.
Administration
Systems Administration and Community Administration options.
Asset promotion
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
Copyright

Bullets and numbering

Bullets or numbering can be applied to editable text paragraphs if you want to emphasize them or to create lists.

When they are applied the paragraph indentation will automatically be changed to suit. Numbering can be reset at any time back to '1' and you can add a character to follow the number, for example, a dot.

To set bullets or numbering: use the Bullet or Numbering toolbar buttons – or – on the Format menu click Paragraph and on the Numbering/Bullets page select the style that you want.

A hanging indent is automatically applied with a tab between the bullet/number and the text.

To format bullets and numbering: on the Format menu click Paragraph and on the Numbering/Bullets page select formatting as required.

To turn off bullets or numbering: de-select the appropriate toolbar button. – or – on the Format menu click Paragraph and on the Numbering/Bullets page select None.