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Correspondence Management

AEM Correspondence Management Student Manual


Correspondence Management is a 2-day, instructor-led course where you will learn to create and automate customer correspondence. Adobe’s Correspondence Management Solution centralizes and manages the creation, assembly and delivery of secure, personalized, and interactive correspondences. It enables you to quickly assemble correspondence from both pre-approved and custom-authored content in a streamlined process from creation to archival. As a result, your customers get the right communication at the right time in the right way: timely, accurate, convenient, secure, and relevant. Your business maximizes the value of customer interactions and minimizes cost and risk with a process that is streamlined for ease, speed, and productivity.

Course Outline

After completing this course, students will be able to:
  • Create a Namespace and Tags
  • Create Layout Templates in Adobe Designer
  • Upload Layout Templates to Correspondence Management
  • Create and modify Data Dictionaries
  • Create and modify Text Document Fragments
  • Create and modify List Document Fragments
  • Create and modify Condition Document Fragments
  • Create and modify Layout Document Fragments
  • Create and modify Letters
  • Test your Letters with sample data files
  • Customize your Letters with the Agent User Interface (Agent UI)
  • Understand how Letters are used in batch-processing
  • Create advanced Layout Templates with PageSets
  • Create advanced Layout Templates with JavaScript


Template Creation
  • Master Pages
  • Target Areas
  • Pagination and PageSets
  • Data Binding
Letter Creation
  • Data Dictionaries
  • Text Document Fragments
  • List Document Fragments
  • Condition Document Fragments
  • Layout Document Fragments
Document Generation
  • Manual document generation
  • Customization with AgentUI
  • High-volume document generation

   PDF  Correspondence Management Course Outline (PDF)

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