Document Configuration: HTML Editor

Transcription

1 Document Configuration: HTML Editor Copyright 2017 Dolphin Dynamics Ltd. The information contained herein is the property of Dolphin Dynamics Ltd. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including p of Dolphin Dynamics Ltd. Dolphin Dynamics Ltd Upper Richmond Road London, SW15 2SL

2 Document Amendment History Date Issue number and reason Author 24/02/2012 Document created Melanie Esprit 01/02/2017 Template updated and glossary added Sarah Grocott Dolphin Dynamics Ltd Confidential 2

3 Table of Contents Glossary of Abbreviations...4 Glossary of New Names...4 Introduction...6 User Security Settings...6 Access/Updates Tab...6 Configuring Documents...7 Document Setup...8 Window...9 Change Text to HTML...9 HTML Designer...10 Edit...10 Format...10 View...11 Insert...11 Change Text to Plain ing from a Travel Folder...12 Dolphin Dynamics Ltd Confidential 3

4 Glossary of Abbreviations Term / Abbreviation Definition BMM LCC RM booking management module low cost carrier reservation module Glossary of New Names Version 16.5 and After Version 16.3 and Before BOOKING CREATION Res Window Booking Engine Dynamic Packaging Predefined Packaging Opening the Reservation Module (RM) in a new window within the Booking Management Module (BMM) Consumer Booking Engine (CBE) Reseller Booking Engine Anchored Packaging (PDP) BOOKING MANAGEMENT Res View Reservation View - Opening the RM within a tab of the travel folder dialog Manage View Management View Viewing the BMM travel folder in its default view Booking Import Interfacing Creating/Updating folders via files from the Booking Import Queue Booking Import Queue Vendor Booking Update Page My Account Task List Task List Profile Workflow Query Template Data Capture Interface Box Mini Extranet Manage My Booking (MMB) Web Customer Service (WCS) Inbox - the window that lists a user's tasks Inbox Profile - the profile where the workflow query templates to apply and columns to display are configured Inbox Query Template - the query templates to build rules for auto populating the Task List COMMUNICATION Dolphin Dynamics Ltd Confidential 4

5 Marketing Campaigns Vendor Comms Marketing Campaign Module Vendor Communications PRICING Multicurrency Sales Pricing Engine Foreign currency Sales Dolphin Pricing Engine (DPE) Dolphin Pricing & Preferencing Engine (DPPE) PAYMENT Corporate Cards Corporate Card Export Payment Gateway Lodge cards Lodge Card Export Credit Card Export Payment Service Provider (PSP) AUTOMATION Bulk Customer Docs Auto Booking Import Linked Remarks Windows Service Scheduled Tasks Bulk Printing Auto PNR Auto Interfacing Auto remarks Dolphin Windows Service Robotic Tasks CONNECTIONS Product DB Product Connector Res API Admin API Product Database (PDB, DPD) Data Source Supplier Connection - the w name of the connector (example XML Booking Engine Web Services XML web services Expedia Connector) Booking Management Module (BMM) 2 Way API Web Services 2 Way API OTHER Content Sync Web Publishing Hotel Vendor Sync (HVS) Web Publishing Module (WPM) Dolphin Dynamics Ltd Confidential 5

6 Introduction This document has been created for guidance on using the HTML editor. This is now a feature within the area of document setup. User Security Settings Select Options > Security > enter/search and select the required user. Access/Updates Tab Select Access/Updates tab > select the Can HTML and Document Config checkboxes, then select OK to save the settings. Can HTML This setting allows the user to edit the section within the document set up. The setting also allows the user the option to select the document type of HTML when ing from the booking management module. Document Config This setting allows the user access to document configuration within the Options menu. Dolphin Dynamics Ltd Confidential 6

7 Configuring Documents Select Options > Documents > enter the required branch code > enter the all/part of the document type or alternative document type Within the section > Default , type the default text you would like to populate when you are ing this document type from the booking management module. This will normally appear as plain text when ing. Dolphin Dynamics Ltd Confidential 7

8 Document Setup Dolphin Dynamics Ltd Confidential 8

9 Window Change Text to HTML If you have the security settings mentioned while in the document setup you can change the text to HTML. Right click in the Default area From the new menu, select Convert to Html Press F3 or Right click > Edit in Designer to bring up the Designer Dolphin Dynamics Ltd Confidential 9

10 HTML Designer Use the HTML designer window to edit the text and apply text styles such as font size, bold, italics, underline, bullet point lists, numbered lists etc. Edit Use this menu option to cut, copy, paste etc. Format Use this menu option to apply changes to font size, to have specific text in bold/italics, create a list (numbered or bullet points) etc. Dolphin Dynamics Ltd Confidential 10

11 View Use this menu option to view the properties or to view the entire text with HTML codes applied. Insert Use this menu option to insert a hyperlink or an image. Once the changes have been made, select OK to save. Dolphin Dynamics Ltd Confidential 11

12 Change Text to Plain If you have the security settings mentioned while in the document setup you can change the text to plain text. Right click in the Default area From the new menu, select Convert to Plain Text A warning box will appear. Select OK to continue. ing from a Travel Folder The process remains unchanged. For the best results when ing select PDF or Word for the format of the attachment. If you select HTML the attachment will now form the body of the which may also see some unexpected results with regards to the layout. Dolphin Dynamics Ltd Confidential 12