To create document templates, you must have knowledge of data and applications. To perform this task in KCM Designer, you work with Master Templates, Document Templates, Data Backbone, Fields and Field Sets, Includes, Libraries, and Changesets.

You should review the following topics:

Work with Master Templates

Work with Document Templates

Include a Field

Work with Field Sets

Manage Test Data

Add Includes

Add Libraries

Test an object

Unlock, accept, and publish objects

Work with Changesets