Configuring Retirement Outlook Panel configuring-retirement-outlook-panel

This is part 10 of a multi-step tutorial for creating your first interactive communications document. In this part, we will configure Retirement Outlook Panel by adding text and chart components.

Login to AEM Forms and navigate to Adobe Experience Manager > Forms > Forms & Documents.

Open the 401KStatement folder.

Open the 401KStatement document in edit mode.

Tap on the LeftPanel target area on the right-hand side and click the “+” icon to bring up the insert component dialog box.

Insert Text component.

Gently tap the newly added text component to bring up the component toolbar

Select the “pencil” icon to edit the default text.

Replace the default text with "Your Retirement Income Outlook"

Tap on the RightPanel target area on the right-hand side and click the “+” icon to bring up the insert component dialog box.

Insert Text component.

Gently tap the newly added text component to bring up the component toolbar.

Select the “pencil” icon to edit the default text.

Replace the default text with "Estimated Monthly Retirement Income"

Click on the Assets icon and apply the filter to display assets of type “Document Fragments”. Drag and drop RetirementIncomeOutlook document fragment onto the Left Panel target area.

You can refer to this page on adding document fragment to content areas.