KCM Designer can easily collect information that is not yet available in a system database. Forms are a means to get such information to store in Fields in the Data Backbone, and to use to produce documents. Forms are shown and processed by the Master Template responsible for the document creation. Forms provide you with a list of questions and store your answers in Fields. You can create and edit Forms.

There are three types of items you can include in a Form: Question, Text, or Group.

Use a Question item to ask for information from the user. Several question types are available, such as a Date Question (What was the date of your phone call with the customer?). In the question text you can use a Field. All question types contain a Question text, an Answer field, and Help text. The following types of questions are allowed:

• Text Question
• Choice Question
• Checkbox Question
• Number Question
• Date Question
• Time Question
• Text Block Question
• Editable Text Block Question

Use a Text item to offer the user extra information when a document is being composed. This text will not appear in the document. For example, the text can show a warning that the user is supposed to read. It may also show an explanation for a series of questions.

Use a Group item to group elements. A group can hold questions, text elements, and other groups. Groups can be hidden or shown based on a condition.

To attach a Form to a Master Template, you need knowledge of KCM Template Script. To learn more on the scripting language, see the Kofax Communications Manager Template Scripting Language Developer's Guide.