Kofax Communications Manager Designer > Work with KCM Designer > Work with Document Templates > Create and edit a Document Pack Template with channels

Create and edit a Document Pack Template with channels

This section is written with the assumption that your organization is using the functionality that lets you specify Document Templates for "channels" in KCM Designer.

To produce documents with different formats and purposes, various channels can be configured. For example, the channels can include print, archive, email, or web portal. The Document Pack Template Editor provides an optional functionality that offers you to define the content that should be produced for one or multiple channels. Each channel uses a default Document Template, but exceptions can be specified.

To learn how to edit a Document Pack Template with respect to defining the content for each of the configured channels, follow these steps:

  1. Navigate to Communications > Document Pack Templates.
  2. Click the needed Document Pack Template and then click Edit in the View and Edit pane on the right.

    The Document Pack Template Editor is opened.

  3. Select a slot that is using a Document Template for its content (under Content, Document Template must be selected).
  4. From the Every channel uses the Template list, select a Document Template as the default Document Template for those channels that have no Document Template assigned to them.
  5. Now you can add exceptions for one or multiple channels, that is, add a different Document Template for a particular channel. To do so, click Add exception and select a channel.

    To delete an exception for a channel, move the pointer to the right end of the corresponding section, wait until the bin icon appears, and then click it.

  6. Select a Document Template for each of the added channels from the corresponding lists. If you need a particular channel to be empty, select No document is produced for this channel in the list for this channel.

    Note If you receive a notification saying that the Document Pack Template no longer contains configuration for particular channels, this means that the configuration has been cleared. To automatically remove all channels that no longer exist in the Document Pack Template, click Yes. To manually make necessary changes to the slots containing those channels, click No and locate the slots.

  7. Make other changes to the Document Pack Template, if needed. For more information, see Create and edit a new Document Pack Template.
  8. Click Save & Close to save the changes and close the Document Pack Template Editor.