Kofax Communications Manager Designer > Work with KCM Designer > Create a new Rich Text Block

Create a new Rich Text Block

KCM Designer gives you the ability to create Rich Text Blocks and edit them in Microsoft Word if you want to apply formatting that is not available for regular Text Blocks from the Text Block Editor.

  1. Click the project and navigate to Content > Text Blocks.
  2. Click the folder with the document to contain a new Rich Text Block and then click New Rich Text Block in the New pane on the right.
    The New Rich Text Block window appears.
  3. Enter a name for the Rich Text Block and click OK.
    The Rich Text Block appears in the folder.
  4. To add text to the Rich Text Block, click it and then click Edit in the View and Edit pane on the right.
    Also, you can download the Rich Text Block to your computer to edit it in the editor of your choice and then upload it back to KCM Designer. To do so, click the object and then click Download for editing locally in the View and Edit pane on the right. Click Just download or click Lock and download to lock the object for other users. When you finish editing the object in your editor, save it and then click Upload locally edited file in KCM Designer to upload the file from your computer.

    Note The maximum supported size of the uploaded file is 40 MB.

  5. Microsoft Word opens. Add some text and Fields, if needed.
    You can insert Fields by typing them in.

    Note Make sure that the Field you want to use does exist in the Data Backbone.

    For example, to add a Field containing the last name of the customer, type @(Customer.LastName).

    You can also apply one of the formatting options to Fields in your Rich Text Block. To do so, add a colon after the Field name and type in the formatting option. For example, @(Customer.LastName:capital) capitalizes the first character of the customer's last name. For the description of the available formatting options, see Format a Field.

    To facilitate the process of inserting Fields, you can use KCM Toolbox for Word (for the installation and configuration instructions, see the Kofax Communications Manager Installation Guide). When configured, to add a Field in your document, place the cursor where you want to have it, and then click the needed Field in the Toolbox to insert it. You can use a search function here.

    To apply formatting, select the Field in the document, select a formatting option in the drop-down list, and click Add.

  6. Close Microsoft Word and save the changes when prompted to do so.

    To see how the Rich Text Block is going to look in the result document, see Test an object.