On this tab, you can view the Properties of the selected ${MarketingTool.Name} Section. Additionally, you can create/add Documents to the selected Marketing Tool Section.
SECTION: PROPERTIES
The following attributes are displayed in the Default view:
- Section: Displays the name of the Section, which can be edited/updated.
- Localized Name: Displays the localized name of the Section, which can be edited/updated.
SECTION: DOCUMENTS
How to create a new Document
- From the Document column, mouse-over Actions, and then select New Document. A new row is created.
- In the Document column, enter a name of the new Document.
- In the Revision Description column, enter a brief revision description of the new Document.
- In the File column, follow the given steps:
- Mouse-over the cell and select Browse Files from the context menu that appears. The Open window is displayed.
- In the Open window, search, navigate, select the required document, and then click on Open. The selected document is added to the Document table.
How to select multiple Files
- In the Documents section, click on Select Files button present on the table toolbar. The Open window is displayed.
- In the Open window, search, navigate, select the required documents, and then click on Open. The selected documents are added to the Document table.
How to move Documents to here
- In the Documents section, click on Move Documents to here button present on the table toolbar. The Move Documents to here dialog box is displayed.
- In the Move Documents to here dialog box, select check boxes corresponding to the required Documents, and then click on Save. The selected Documents are moved to the Document table.
How to Revise and Approve a Document
- To revise a Document, in the Actions column of the Document row, click on Option icon, and then select Revise from the context menu that appears. The Revision value of the corresponding document increases by value 1.
- To approve a Document, in the Actions column of the Document row, click on Option icon, and then select Approve from the context menu that appears. The current revision of the Document is approved and the Option icon disappears from the Actions column.
The following attributes are displayed in the Default view:
- Document: Displays the name of the Document, which can be edited/updated.
- Revision: Displays the Revision number of the Document.
- Revision Description: Displays a brief revision description of the Document.
- Created: Displays the created time stamp details of the Document.
- File: Displays the absolute file name of the Document. This column provides the file related commands such as Browse Files and Reset File to maintain the files.
- Image: Displays the image of the Document.
- Locales: Displays the name of the locale languages.
- Actions: This column provides the Option icon, Delete icon, and arrow keys to move up or down the required Document multiple times. For more information, refer to Generic Features.
NOTE: The editable fields are displayed with a grey triangle in the lower-right corner of the cell.
NOTE: The commented fields are displayed with a red triangle in the upper-right corner of the cell.
NOTE: The blank cell option initiates no action.
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Pre-requisites: Define Marketing Tool;
Define Section.