- On the top right, navigate to → ServiceJourney
- On the left, navigate to → Letter Generation → Bookmarks
- Click the + Add button
- In the Create new Bookmark tab select Text Type for the new bookmark
Fill in the fields, as shown below.
Name: Name of the Bookmark. Example: HTML_DISCLAIMER.
Specific DB: Set the target DB from what bookmark will be created. By default is Any.
Root Object Type: Main Business object of the Bookmark. Example: Empty.
Is HTML: Check it as this bookmark will include HTML tags.
Template List: Show a list of the Templates where this bookmark is used. It is empty until the bookmark is added to a template.
Value: Value of the Bookmark. It must be a valid HTML code.
To insert the HTML code, click the Source button
Click again when ready to see the text in the WYSIWYG editor.
Show on UI SettingsShow on UI: Show bookmark in Send Email
Control Display Rule: Using for a custom bookmark list in Send Email
Value Field Alias: This value will be substituted instead of the bookmark. (Use only with Control Display Rule).
Display Field Alias: This value shows what the bookmark will look like. (Use only with Control Display Rule)
- Save your configuration.