Cimmaron Software On Demand Technical Support

What is HTML?
HTML stands for Hyper Text Markup Language and is a special type of text document that is used by web browsers and email clients to display text and graphics.

Why is HTML used for all E-Mail templates in Mortgage Manager?
HTML allows you to create templates that contain formatting including font size, bolded text, colors, images, bulleted lists, etc.  Any email that contains formatting or graphics is being sent in HTML format.  To see an example, open any email in Outlook (or most email clients), right click anywhere in the body of the email, and select 'View Source'.  You will see the HTML code that is being used to format and display the email in your email client.

How do I use the HTML editor?
The HTML editor in Mortgage Manager is what is called a WYSIWIG (what you see is what you get) editor.  This allows you to create and format your document right on the screen.  If  you are familiar with writing HTML code, you can select the HTML tab at the bottom of the screen and enter your HTML code directly.  You also have the option of creating your HTML documents in any HTML editor that you choose and then pasting either the content or HTML code into the Mortgage Manager editor. 

To use the HTML editor, simply type your message into the main window of the editor and then use the buttons on the toolbar at the top of the screen to format your content.  If you role your cursor over any of the buttons, a tool tip will appear with a description of the button.  See the Toolbars section below for a description of each button.

There are many websites available with information on creating HTML documents, one with a good beginning tutorial is www.w3schools.com.

How do I add images to my HTML document?
In order for an image to be displayed in an HTML email or on a web page, the image must be hosted on a web server.  If you have your own web server, you can simply add a link to the image that you would like to display by clicking on the Insert Image button on the toolbar (make sure to use the insert image button on the toolbar - with the image of a mountain and a sun on it - and NOT the Insert Image button at the bottom of the screen) and then entering the URL of the image. 

If you do not have your own web server or method of hosting images, you can upload the image into the Mortgage Manager file system and it will be hosted on Mortgage Manager's web server and available to be displayed in any HTML email. 

• To import an image that has NOT yet been imported into the file system:
  1. Place your cursor in the location of the HTML document that you would like to insert your image and then click the Insert Image button at the bottom of the screen to display the Select Files screen.
  2. Click New file in the File Actions pane.
  3. Click Browse in the New File screen.
  4. Locate the image that you would like to import. Click Open.
  5. Click OK to close the New File screen.
  6. Highlight the image file in the grid in the Select Files screen and click Select.

• To import an image that already exists in the file system:
  1. Place your cursor in the location of the HTML document that you would like to insert your image and then click the Insert Image button to display the Select Files screen.
  2. Locate the image that you would like to import and highlight it in the file grid.
  3. Click Select.

Tips on laying out a web template
When laying out an HTML document, it is common to use tables to format the layout of the page.  By using a table and then hiding the borders, you can easily split a page into multiple columns or rows.  An example of using tables to layout a web page can be seen here http://www.w3schools.com/html/html_layout.asp.

Toobars

Paragraph	Change the general format of the selected text.
Font	Change the font of the selected text.
Size	Change the font size of the selected text.
Color	Change the font color of the selected text.
Highlight	Highlight the selected text in a specific color.
Bold	Bold the selected text.
Italic	Italicize the selected text.
Underline	Underline the selected text.
Strikeout	Strikeout the selected text.
Superscript	Set the selected text to superscript.
Subscript	Set the selected text to subscript.
Remove All Formatting	Clear all formatting in the selected text.

Alignment	Select to either left justify, right justify, center justify, or fully justify the selected text.
Bullet List	Create a bulleted list
Numbered List	Create a numbered list
Indent	Indent the selected text
Outdent	Outdent the selected text.
Create Link	Turn the selected text into an HTML link to another website.
Remove Link	Remove the HTML link of the selected text.
Insert Image	Insert an image into the document.  Use this link if the image is hosted on another website and you only need to add a link to the image.  If you need to upload and store the image, use the Insert Image button at the bottom of the screen.
Cut	Cut the selected text.
Copy	Copy the selected text.
Paste	Paste the cut or copied text.
Delete	Deleted the selected text.
Undo	Undo all changes made since the last save.
Redo	Redo the last item that was undone.
Print	Print the document.
Save	Save the document.
Symbol	Insert a symbol.
Styles	Select a style sheet.
Insert Merge Fields	Insert a Merge Field.  For a description of Merge Fields see What is a Merge Field?  If the Merge Field drop down box is empty see Why is the Insert Merge Field drop down box empty when I try to edit my HTML email?

Insert Rule	Inserts a horizontal line at the point of the cursor.
Insert Date	Inserts the current date at the point of the cursor.
Insert Time	Inserts the current time at the point of the cursor.
Insert Table	Inserts a table at the point of the cursor.
Edit Table	Edit the selected table.
Insert Row After	Insert a row after the current row in the selected table.
Insert Row Before	Insert a row before the current row in the selected table.
Delete Row	Delete the current row in the selected table.
Insert Column After	Insert a column after the current column in the selected table.
Insert Column Before	Insert a column before the current column in the selected table.
Delete Column	Delete the current column in the selected table.
Preview	Preview the current document in a web browser.
Select All	Select all text and images in the document.
Clean MS Word HTML
Edit Nearest Element Style
Net Spell Check