Toolbar

The Offer Designer toolbar exposes the following options:

•      Create new Offer: clicking this button displays the Offer Designer Start Page.  A close button is shown to its top right; clicking it removes the overlay from display.  If an Offer containing unsaved changes is displayed at invocation of Create New, an 'Are You Sure?' dialog is shown, from which you can:

o  Save the changes

o  Abandon the changes

o  Abandon creation of the new Offer

•      Open an existing Offer: displays the File System Dialog, allowing you to navigate those folders within the RPI file system to which you have access in order to locate an offer to open.

•      Save the current Offer: saves the current offer to an existing filename; if the offer is yet to be saved, Save behaves like Save as…

•      Save the current Offer as...: allows you to specify the offer’s filename and storage location within the RPI file system by displaying the File System Dialog.

•      Save the current Offer as a Template...: allows you to specify a filename and storage location within the RPI file system by displaying the File System Dialog, and then to create a new offer template based on the current offer.  More information can be found elsewhere in this documentation.

•      Choose Delivery Methods: displays the Choose Delivery Methods overlay, allowing you to define the types of content that the offer will provide.  Any previously-selected delivery methods are selected.  Note that if you deselect a previously-selected delivery method having added content to its content panel, any unsaved content you added is lost – no ‘Are you sure?’ warning is provided.  Full details of the Choose Delivery Methods dialog are provided elsewhere.

•      Properties: displayed for email offers only, and covered separate in this documentation.

•      Review: displayed for email offers only, and covered separate in this documentation.

•      Actions:  displayed for email offers only, and covered separate in this documentation.

•      Version number: the version number of the offer currently being viewed is always displayed, irrespective of the offer file type’s approval status.

•      Approval panel: if offer file approval is enabled in the current RPI installation, the approval panel is shown to the right of the Offer Designer toolbar.  Full details of the approval panel can be found in the File Approval documentation.

•      Follow/Unfollow File: covered in the RPI Framework documentation.

•      File options: covered in the RPI Framework documentation.

•      File Metadata: covered in the RPI Framework documentation.

•      Linked Page options: covered in the RPI Framework documentation.