DocumentationAEM as a Cloud ServiceUser Guide

[AEM Forms]{class="badge positive" title="Applies to AEM Forms)."}

Associate UI in Interactive Communication Editor

Last update: Thu Mar 12 2026 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • User
  • Developer
  • Admin
NOTE
The Interactive Communication capability is available under the early-adopter program. Send an email from your work address to aem-forms-ea@adobe.com to request access.

The Associate UI is a specialized, simplified interface built on top of Interactive Communications (IC) editor. It is designed for customer-facing professionals, such as field associates and service agents to generate personalized, compliant, and accurate communications in real time during live interactions.

Find IC Doc

Associate UI Interface

The Associate UI provides a clean, two-panel workspace that enables fast and secure communication generation:

Left Panel: Data Entry

  • Associates enter or confirm customer-specific information.
  • Validations, helper texts, and mandatory fields guide accurate input.

Right Panel: Real-Time Preview

  • Displays an instant preview of the final document.
  • Automatically updates as the associate fills in data.

Instant Document Generation

  • Generate or download the finalized communication.

User Personas and Responsibilities

The Associate UI is driven by three core roles, each with distinct responsibilities:

1. Administrator

Responsible for system setup, governance, backend integrations, and user access.

Responsibility
Focus
System Configuration
Sets up core infrastructure, user groups, Form Data Models (FDM), output .
Governance & Security
Manages user permissions and ensures system compliance.
Integration Management
Maintains backend integrations and live customer data connections.

2. Author

Designs and manages the Interactive Communication and configures it for Associate UI (including enabling Associate View and optional workflow).

Responsibility
Focus
IC Authoring & Design
Creates layout, branding, and compliant document structure.
Field Configuration
Maps data fields, defines Editable, Mandatory, and Read-Only fields.
Publishing & Enablement
Publishes the IC and shares the link for associate access.

3. Associate

Uses the Associate UI to assist customers, update information and generate compliant communications.

Responsibility
Focus
Data Confirmation
Fills or validates customer data via the left entry panel.
Preview & Validation
Ensures accuracy using the real-time preview panel.
Delivery
Generates the PDF/email and sends it via approved channels.
NOTE
Associates must be part of the forms-associates group. For authors who also submit from the Associate UI on the Author instance, add them to workflow-users as well.

Dynamic Use Cases

The Associate UI supports instant, personalized document generation, crucial for industries with real-time servicing needs.

Industry
Example Use Cases
Financial Services
Generate real-time loan confirmation letters, risk-profile summaries, account creation.
Insurance
Produce instant Proof-of-Insurance cards or claim disposition summaries.
Healthcare
Create patient treatment plan summaries with calculated copay and schedules.
Public Sector
Generate police verification reports, citizen service receipts, grievance acknowledgment letters, and case update summaries on-the-spot.
Government
Create application status summaries, service approval letters, and real-time communication for welfare scheme enrollments.

Enabling the Associate UI

Authors enable the Associate UI and optionally configure a workflow for submissions in Interactive Communication Settings:

  1. Enable Associate View — In Associate Properties, check Enable Associate View Editing, then click Apply Changes and save the document.
  2. Configure workflow (optional) — In Workflow, turn Configure Workflow for Update On, select a workflow model, and optionally set a success message and redirection URL.
  3. Configure editable fields — Enable the fields that associates can edit and set validations.
  4. Publish and share — Publish the IC and share the link with associates.

For step-by-step instructions with screenshots and submission/workflow behavior (Author on Author vs Associate on Publish), see Enable and configure Associate UI for Interactive Communications. To build a workflow that generates PDF from IC submissions, see Submission workflow for Associate UI — IC Generate PDF Output.

The Associate UI bridges the gap between structured content authoring and real-time customer engagement.
By combining intuitive design, robust backend configuration, and strict compliance controls, organizations can deliver fast, accurate, and personalized communications at scale.

See also

recommendation-more-help
fbcff2a9-b6fe-4574-b04a-21e75df764ab