Kofax Communications Manager Designer > Work with KCM Designer > Work with Master Templates > Create a new Master Template > Add Includes

Add Includes

KCM Designer is all about reusable content. Different Master Templates can make use of single functions and procedures. Includes contain functions and procedures and can be reused in more than one Master Template. This helps you to reuse correct functions, such as date and address. To avoid mistakes when creating a new Master Template, you can refer to such functions instead of writing them manually.

Note In KCM Designer, when a change is applied to an Include, it affects the Master Template that makes use of this Include. To prevent errors, we recommend that you recreate a template after an Include is updated.

Create and edit an Include

  1. Navigate to Master Templates > Includes.
  2. Click Includes and then click New Include in the New pane on the right.

    The New Include window appears.

  3. Enter a name for the new Include and click OK.
  4. Click the new Include and then click Edit in the View and Edit pane on the right.
    Also, you can download the Include 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 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.
  5. Add or paste necessary code and close Microsoft Word.

    To attach an Include to a document, see the next section.

    If an error occurs, click View error document.

Add an Include

Note To prevent errors, do not rename an Include once it is included.

  1. Navigate to Master Templates.
  2. Find and click the document to attach an Include and then click Edit in the View and Edit pane on the right.

    Microsoft Word is opened.

  3. Create a new paragraph where you need to insert an Include, place the cursor in the new paragraph, and type __INC(the name of the Include).
  4. Add all the needed __INC instructions and close Microsoft Word.
  5. Save the changes when prompted to do so.