Editing Generated Messages

The final message output format can be HTML, Word, or PDF depending on the context. It is important to understand what users can do with each format and what the system expects for each.

Function	Format	Explanation
Generation	Word	When NX is generating the message, it is working with the template as a Word document and creating a new Word document containing the result of the generation logic.
NX Display	HTML	When the generated message is viewed within NX, the Word document has been converted to HTML and it is the HTML format that is displayed.
NX Editing	HTML	When editing in NX, the edits are being completed in HTML. There is no HTML to Word conversion, so the Download button is available for existing templates to export the template from NX to Word. Only specific templates allow editing within the NX editor.
NX Editing User Input Fields	User Input Fields	There is an alternative solution some organisation may choose to apply - User Input Fields can be created to nominate a selection of fields for updating on screen. Use the link to learn more about User Input Fields.
Word Editing	Word	To edit the document in Word the generated document has to be downloaded and then opened in Word to begin the editing process. When this is being done, the Download button will be renamed to Upload and other actions, including editing the HTML will be disabled. At this point there is one copy of the message in Tourplan (the original generated one) and a second copy on the user's hard drive which may cause some potential issues: The user gets distracted and sends the unedited version The user edits and then emails it manually The user tries to make changes in both the Tourplan editor and Word The correct process is that the user downloads the document, edits it, saves it and then uploads it back to Tourplan to be sent. If this is not what is required, then some action must be taken in Tourplan to indicate this. Currently that means exiting from the editor view.
Sending	HTML	Message content that is being emailed will be sent in HTML.
Attachments	PDF	Attachments that are on emails will be sent as PDF files which have been converted from the Word document. NOTE: Documents can be sent as Word documents (.docx) if the email command has been configured to allow .docx files.