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Editing communications
Editing options allowing for creating and edit your customer communication using the selected template.
Cross-browser interactive data field editing

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.
- 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

Cross-browser interactive data field editing

Note: AFP, PCL, PDF, PS, and eHTML devices will be supported for cross-browser preview. Other devices can be used but Preview may not be available.

The corresponding viewer must be installed and used to preview any of the devices listed above.

For example, if a PCL device is selected, and a PCL viewer is not installed, the preview will fail.

For cross-browser interactive data field editing, the Edit Communication page displays various prompts that require input to use for building the communication.

From the Edit Communication page you can perform the following:

Enter data or edit the default data in the various prompts.
Select Preview to see what the communication will look like based on your edits.
Note: The preview button will be disabled if any mandatory prompts are incomplete. You can preview if non-mandatory prompts are left blank.
Attention: If you encounter an HTTP 500: Server Error while trying to preview a template, you will need to search for "Doc1gen" in the logfile on the Composition server for clues as to why the error is displaying.
Select Save for Later to come back at a later time to finish the communication.
Select Next when finished editing to send the communication to the Select Delivery Option page. Refer to Selecting delivery options for more information.
You can attach files to the document by clicking on the Attach File icon.
You can view a sample of the document by clicking on the thumbnail of the document.
Select Cancel to close the communication and discard any changes.