Using Document Associations
To create a new document association, see Utilities > Document Associations > New Document Association.
In addition to associating a document with a particular message type for a list, the same association can be made for the current site or the entire server, depending on your admin privileges. Associations made at site and server levels are inherited by the lists and sites under them unless overridden by an association at a lower level. For example, a site administrator can associate a hello document for all lists under that site, but a list administrator can override that association at the list level.
Document Association types are explained below:
Document Association type | Description |
---|---|
Confirm |
This is a notification that a prospective member must confirm a request to join the list |
Delivery report |
This is a delivery status notification optionally sent to administrators |
Goodbye |
This is a notification that a member has been unsubscribed from a list. |
Held |
This is a notification that a member's email address is held due to too many successive undeliverable messages. |
Hello |
This is a notification that a member has successfully joined a list. |
Private-notification |
This is a notification that a request to join a list is pending approval by an administrator. |
Reset Password |
This is a message with instructions on how to reset a lost password. |
Unsubscribe Confirmation |
This is a notification that an unsubscribing member must confirm that request to be removed from a list. |
Private-approved | This is a message sent when a private list subscription is approved by an admin |
Finding Document Associations
Twenty message types for the list you are currently logged into are displayed at one time. To view more, click Show more. Repeatedly clicking Show more shows greater numbers of message types at a time.
You may change the sorting order of the associations by clicking the up or down triangles next to Message Type, Document Title, and Default. By clicking the top triangle, the sort order starts ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a). Click Next to see the next twenty content units, Previous to see the last twenty. Click on the drop-down box to see the documents for other lists, and the site or server if you have administration privileges to do so.
Message Type
The type of document association this is (confirm, goodbye, held, hello, private; see above for details on these). To edit a document association, click on the message type link.
Document Title
The actual name of the document, as set in the Contents > Content Name field.
Is Default?
This displays whether or not this is the default document association for each type. The yes/no default setting is on the Edit Document Associations page.
Note
You can have multiple document associations set
up for different languages, but if it is set as default = Yes
, then this is default for all languages.
Viewing or Editing An Existing Document Association
To view a message, click on the message type link. Here you can:
- Change the message type (that is . list goodbye document or list confirm document)
- Find the actual document in the Document drop-down menu. The documents you see here must be created in Document Contents.
- Set
the document association as a default. If set to
Yes
, this document association applies to all languages at the specified list, site, or server level. So for instance, if the server has documents defined for English, French, or Spanish, but the site has a default document specified, all lists under that site uses the default document regardless of their language setting.
Deleting a Document Association
Click Delete next to the document you like to delete. Aurea List Manager asks you if you are sure before deleting the document.
Creating a New Document Association
Click Create new to be taken to Utilities > Document Associations > New Document Association