Kofax Communications Manager Designer > Work with KCM Designer > Work with Document Templates > Create a new Document Template

Create a new Document Template

The following procedure explains how to create a Document Template based on a Master Template.

  1. Navigate to Communications > Document Templates.
  2. Click Document Templates and then click New Document Template in the New pane on the right.

    The New Document Template window appears.

  3. Enter a name for the new Document Template and click OK.

    The new Document Template appears in the Document Pack Templates folder.

  4. Click the new Document Template and then click Edit in the View and Edit pane on the right.

    The Document Template Editor appears.

  5. In the Based on Master Template section, click the pencil icon to define a Master Template and other properties.
  6. In the new window, select the Master Template tab and click a Master Template on which the new Document Template will be based.

    The name of the Master Template appears in the section.

  7. In the Description section, click the pencil icon to add a description.
  8. If the Parameters section contains parameters, to provide or edit them, see the following information.
    If the Master Template on which the Document Template is based contains parameters, such as TEXT, DATE, WIZARD, or FORM, the Document Template Editor prompts you to provide values for these parameters. You must provide values for all mandatory parameters (marked with an asterisk). For optional parameters, you may leave them unchanged. To get a description of a parameter, move the pointer to the parameter name.

    If the parameter contains a field to fill out, type the necessary value in the field. Otherwise, click the pencil icon, and type a value or make a selection, as applicable.

    For more information on the parameters and how to define them in a Master Template, see the section PARAMETER in the Kofax Communications Manager Template Scripting Language Developer's Guide.
  9. Click Save & Close.