Create custom content block
Custom content blocks allow a finance company to create their own content blocks. These custom content blocks can be added to document and email templates. These are useful for content that is common to many templates. Having the content in a custom content block allows easy maintenance if anything changes as only one custom content block need to change.
This document will be illustrating steps on how to create a custom content block. In order to do that
1. Navigate to Configuration -> Content
2. Select Custom Content Blocks under Configuration
3. Before creating a custom content block, use the filter options to review all the existing custom content blocks based on Finance Company and Message Type.
The purpose of reviewing the existing custom content blocks is to avoid creating duplicate content blocks.
4.In order to add a new custom content block click on 
button at the top right hand corner of the List Custom Content Block page and filling the following details:
Finance Company : select the finance company from the drop down list.
Content Block Name : provide a name to the content block and it needs to be unique across all finance companies.
Message Type : select the message type from the drop down list which includes 03 message types such as : Content , validation message and help message.
Description : provide a description to describe the content block.
once the information is provided click on 
button to save the custom content block or if you would like to exit out of this, click on the 
button.
button.5. After creating the custom content block, next step is to add the actual content. in order to do that select the recently created custom content block using the filter options from List Custom Content Block page as mentioned in step 03.
6. Once the custom content block is filtered, select it via the link to Finance company
7. Then go to Actions menu -> Functions -> Add Content Message
8. Select the Originator Group from the drop down list and then the add the content in the Content area.
8. Click on button to save the custom content block or if you would like to exit out of this, click on the button.
button.Related Articles
Create an email template
This document will be outlining the steps on how to create an email template. Email templates need to be created first in order for emails to be sent out. The content in the template is what the customer will receive. Here is a video that shows you ...Content for content blocks, validation messages and help messages
There is specific content that can can be modified by finance companies. Content that appears on: The members portal Fusion loan administration Content exist at 2 levels i.e. At originator group level content for pages that do not involve a product, ...Creating note content
There are a number of predefined note categories that exist in the platform that will be generated when certain actions or events take place. A finance company is able to modify the content of a note to be specific down to originator group and ...Enabling note content
After creating the content, it now has to be enabled via this setting in order for the SMS (or email) to be sent successfully. Several notes can be created at any time but will not be active until this process is completed. To find out how to create ...Create a SMS template
This article will be outlining the steps on how to create a SMS template. SMS templates need to be created first in order for SMS messages to be sent out. The content in the template is what the customer will receive. 1. Login to Clearmatch Fusion ...