Maintaining a Document

Introduction

Modifying a Document configuration in Communication Cloud Service ensures that the generated communications are accurate, relevant, and aligned with current business requirements.

Note:

You can manage Marketing Company association of a Document only if the Config ID, that you used to create the Document, is in Open state.

You can update the following Document configuration information:

• Editing a Document: Edit a Document's basic information.
• Replacing Brand Marketing Company: Replace the Brand Marketing Company if the Config ID is open.
• Creating a New Version: Create a new version under the same configuration.
• Duplicating the Existing Version: Duplicate the existing version and its details, under the same configuration.
• Modifying the associations and its attributes: Modify or replace the associated Layout and Style associations, if the Config ID is open.
• Deleting Document: Delete a Document, if the Config ID is open.

If the initial Config ID used for creating a Document is closed, and if you want to edit the Document, see Editing a Configuration after Closing the Config ID.

Editing a Document

You can modify the basic information of the Document, the brand Marketing Company, the Document Version details and its associations.

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication and then select Document.
3. To edit the Document, follow either one of these steps from the Communication Document landing page:
   • From More Menu in Action column of the respective Document, select Edit.
   • From Name column, select the Document name to view its Summary page. Then from Summary page, select Edit.
4. In Update Communication Document page, modify the details as needed.
5. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Replacing Brand Marketing Company

You can replace the Brand Marketing Company only if the Config ID, that you used to create the Document, is in Open state.

Perform the following steps:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication and then select Document.
3. To edit the Document, follow either one of these options from the Communication Document landing page:
   • From More Menu in Action column of the respective Document, select Edit.
   • From Name column, select the Document name to view its Summary page. Then from Summary page, select Edit.
4. In Update Communication Document page, under Brand, select More Menu from Action, and then select Replace.
5. Select the new Marketing Company.
6. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Creating a New Version

Each Document has one or more versions, with each version having a unique name and Active Date. This helps easily identify which version to be used in while generating a communication output.

1. Perform one of the following steps:
   • Adding Child to Document
     1. In Update Communication Document page, select Actions from the top right corner.
     2. Select Add Child.
   • Add Sibling to Document Version
     1. In Update Communication Document Version page, select Actions from the top right corner.
     2. Select Add Sibling.
2. Provide the version details.
3. Select Save to save the changes, or Save & Exit to save the details and return to the landing page.

Duplicating an Existing Document Version

You can duplicate the existing version to create a new version. This duplicates the existing version with its details except Name and Status Date.

Perform the following steps:

1. In Update Communication Document Version page, from the left pane, select the required version that you want to duplicate.
2. From the right pane, select Actions, and then select Duplicate to Create New Version.

Modifying Association in Document

You can modify the Layout or Style association in the Document Version configuration using the Config ID which is in Open status. Ensure that you have at least one Layout configuration associated to the version to produce the communication.

To edit the Layout or Style association details, follow these steps:

1. In Update Communication Document Version page, expand Associations section, and then from Action, select the More Menu and then select Edit corresponding to the Layout or Style that is associated.
2. In Layout Attributes or Style Attributes page, select to modify the values.
3. Select to save the changes or to discard the changes.
4. If you have multiple Layouts or Styles, and you want to rearrange the order, select the Layout or Style you want to reorder, and drag and drop it to the position where you want to reorder.
5. Select Done to return to Update Communication Document Version page.

To remove the association, follow the steps below:

1. In Update Communication Document Version page, expand Associations section.
2. From Action, select More Menu and then select Remove corresponding to the Layout or Styles that is associated.

Deleting a Document

You can delete a Document if it is no longer required. Before deleting a Document, you must ensure that the initial Config ID used for Document creation is not closed.

To delete a Document, follow the steps below:

1. Access the Oracle Financial Services Cloud application.
2. From Menu, select Communication and then select Document. This redirects you to the Communication Document landing page.
3. To delete the required Document, follow either one of these options from the Communication Document landing page:
   • From More Menu in Action column of the respective Document, select Delete. In the dialog box, select Delete to confirm.
   • From More Menu in Action column of the respective Document, select Edit. This redirects you to the Update Communication Document page. From Actions on the top right corner, select Delete. In the dialog box, select Delete to confirm.