Designer basics

With the Designer you can create templates for personalized letters andemails, and generate output from them.

These are the basic steps for creating and developing a template:

  1. Create a template
    Create a template, using one of the Template Wizards. See Creating a template.
  2. Fill the template
    Add text, images and other elements to the template and style them. See Content elements and Styling and formatting.
  3. Personalize the content
    Personalize the content using variable data. See Personalizing content.
  4. Generate output
    Adjust the settings, test the template and generate output: letters andemails. See Generating output.

Note that steps 2 and 3 are not necessarily to be followed in this order. For example, as you add elements to a template, you may start personalizing them right away, before adding other elements to the template.