The Joy of Letters. Steven Gain Account Coordinator
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1
2 The Joy of Letters Steven Gain Account Coordinator
3 Agenda o Letter Configuration o Letter Options o Letter Content Options o HTML in Letters o Managing External Correspondence o Ad Hoc Letter Features o Attach Files to Letters o Decision Letters o Edit and Resend o Upcoming Features
4 Letter Configurations Letters = Communication
5 Letter Configurations Edit Letters (PolicyManager)
6 Letter Configurations o Sort by Letter Purpose or Letter Family o Remove or Hide templates
7 Letter Configurations o Hidden templates are placed at bottom of list
8 Letter Configurations Letter Families o 23 Letter Families o Used to organize letters o Examples of Families o Editor Reminders o Reviewer Invitations o Ad Hoc Letters o Decision
9 Letter Configurations Letter Options o Each Letter Family has different configuration options o Recipients Individual Reviewer, All Reviewers, Corresponding Editor, Author, etc. o CC or BCC Recipients, Text box to enter , Co-Authors o Sender Publication , Corresponding Editor o Attachments - Available for all letter families except Batch s
10 Letter Configurations Letter Options
11 Letter Configurations Letter Options
12 Letter Configurations Letter Content Options o System Merge Fields and Custom Merge Fields o Pull in information about the submission and/or Authors o Create your own custom merge fields o Deep Linking Merge Fields o Merge as a link in letters o Brings recipient to locations in system o Allows recipients to accept or decline invitations directly from
13 Letter Configurations Letter Content Options Merge Fields & Deep Links
14 Letter Configurations Letter Content Options Custom Merge Fields
15 Letter Configurations Letter Content Options Custom Merge Fields
16 Letter Configurations Letter Content Options System Merge Fields
17 Letter Configurations with Merge Fields & Deep Link
18 More on Deep Links o A Deep Link can be set to expire
19 More on Deep Links o Set Deep Link Expiration
20 HTML in Letters Allows greater customization of your letter templates
21 HTML in Letters o HTML can be used for: o Inserting formatting (bold text, colored text, etc.) o Inserting images o Deep Links display as text links in HTML o %PENDING_ASSIGNMENTS_DEEP_LINK% o vs Pending Assignments
22 Letter Configurations HTML Letter Templates
23 Letter Configurations Adding Image Files
24 Letter Configurations HTML Letter Templates Inserting Images
25 Letter Configurations HTML Letter Templates Select Image from drop-down menu
26 Letter Configurations HTML Letter Templates Preview Letter Template
27 HTML in Letters with Merge Fields, Images, Deep Link and URL
28 Example HTML
29 Managing External Correspondence Storing everything in Editorial Manager
30 External Correspondence o Users will sometimes provide information to the publication outside of Editorial Manager o EM has two ways to add external information to the Correspondence History o Manual o Automated
31 Add External Correspondence o Add/Edit External Correspondence o If Attachments feature is enabled o Add Attachments to External Correspondence o RoleManager Permission General Searching and Viewing
32 Add External Correspondence
33 Add External Correspondence
34 Add External Correspondence
35 External Drop-Box o Allows responses to letters originating from EM to be imported into the Correspondence History of the related submission o s to be imported are forwarded to a unique drop box e- mail address created by Editorial Manager o s are matched to the correct submission using a unique identifier (EMID) that is inserted into to subject line of outgoing s
36 External Drop-Box o What is an EMID? o A unique code appended to the subject line of an o Example: [EMID:ed06f6b074241c34] o Used to link external to EM submission o Must have an EMID in subject line to be properly ingested o Configured in PolicyManager
37 External Drop-Box
38 External Drop-Box
39 External Drop-Box
40 External Drop-Box
41 External Drop-Box
42 External Drop-Box
43 External Drop-Box
44 Ad Hoc Options
45 Attach Files to Letters Letter templates can be configured to allow attachments
46 Attach Files to Letters
47 Attach Files to Letters
48 Attach Files to Letters
49 Attach Files to Decision Letters Notify Author Screen
50 Attach Files to Decision Letters
51 Attach Files to Decision Letters Author Access
52 Attach Files to Decision Letters Attachment Availability
53 Attach Files to Decision Letters Attachment Sanitization
54 Edit and Resend o Allows editors to edit and resend from Correspondence History
55 Edit and Resend o Any letter can be resent using the Resend button in the Correspondence History o RoleManager permission allows editors to edit and resend letters o Can edit recipient, CC/BCC recipients, letter body and subject line o Can add/remove attachments o Decision letters can not be edited o Co-Author confirmation letters should be sent from the Author Status link on the Details Page
56 Edit and Resend
57 Edit and Resend
58 Edit and Resend RoleManager Permission
59 Upcoming Features o Shared Letter Management v12.1 o Usage Column on Edit Letters Page o Icon on Details Page o Rich Text Management
60 Upcoming Features Shared Letters Management
61 Upcoming Features Shared Letters Management Add or remove sites
62 Upcoming Features Shared Letters Management Share Letters across sites
63 Upcoming Features Usage Colum
64 Upcoming Features Send Icon on Details Page
65 Upcoming Features Rich Text Management
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