Adjust properties of a Text Block in a Content Wizard

You can make a Text Block optional or mandatory and editable or non-editable.

Make a Text Block editable

Editable means that the user can edit the text of the document being created. This can be useful to add some personal touch to the document. For example, employees of your organization can specify in letters whether they have been in contact with the customer by phone or by email, so that the letter becomes more personal.

  1. Navigate to Content > Content Wizards and find the folder with the Content Wizard to edit.
  2. Click the Content Wizard and then click Edit in the View and Edit pane on the right.

    The Content Wizard Editor appears on a tab.

  3. Find and click the Text Block to edit.

    The Text Block panel appears.

  4. Select Editable.

    The Text Block is non-editable by default.

  5. Click Save & Close.

Make a Text Block optional

An optional Text Block consists of predefined text that you can include in your document if needed. This can be useful to add some extra information in your letter to the customer. For example, to add information on the annual holiday closing of your organization, you can create a Text Block, make it optional, and use only when you need it. To learn how to create Text Blocks, see Create a new Text Block.

  1. Navigate to Content > Content Wizards and find the folder with the Content Wizard to edit.
  2. Click the Content Wizard and then click Edit in the View and Edit pane on the right.

    The Content Wizard Editor appears on a tab.

  3. Find and click the Text Block to edit.

    The Text Block panel appears.

  4. Select Optional.

    An additional Display section with a Question text field appears. Here you can specify the question to display next to this check box that enables a user to include or exclude the Text Block.

  5. Click Save & Close.