Create Interactive Communication Template

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An interactive communication template defines the standard layout, structure, and branding for customer communications such as statements, general notices, and other correspondence. While it is not mandatory to create a custom template, it is strongly recommended to base interactive communications on a template to ensure consistency, governance, and brand alignment across communications. To create a template, navigate to Tools, General Templates. Open your project folder and click Create, then select the Interactive Communication Generic Template type. Provide a meaningful name and title for the template and complete the template creation process. After creating the template, the next step is to edit it to define the structure. The Object Library in iSee Designer provides a collection of form elements and components that can be dragged and dropped onto the form layout. It is used to build the structure and functionality of the form or interactive communication template. To define the document structure, a subform named Header was added to the canvas. This subform serves as a logical container for the address section of the document. Within the Header subform, two position subforms were added. One for the client address. One for the company address. These position subforms are placed on the left and right sides of the document to ensure proper alignment and layout. Adjust the height of the header subform so that it matches the height of the two position subforms, address and company address. This ensures proper alignment and a consistent layout within the header section. Next, add another subform below the header named LetterBody. This subform will hold the body content of the letter. Set the content property of the LetterBody subform to Flowed, Top to Bottom, so that the text expands dynamically as content is added. The master page in Designer is used to define elements that should appear consistently across multiple pages of a document. It typically contains static or repeating content such as company logos, headers, footers, page numbers, background images, and legal disclaimers. To correctly position the components on the master page, the content area of the form was adjusted, pulled down, to create sufficient space for the header elements at the top of the document. This ensures that the logo does not overlap with the body content and maintains proper layout alignment. The content area was also adjusted to accommodate elements placed at the bottom of the master page, such as the form revision date. To add page numbering, click anywhere within the master page content area and enable the page numbering option. This action inserts the page numbering macro at the bottom of the page. Ensure that the macro is placed within the master page content area so that the page numbers do not overlap with the main body content. Save your changes and ensure that the template is enabled. Once the template is enabled, it becomes available for use when creating an interactive communication. You can then base new interactive communications on this template.