Kofax Communications Manager Designer > Work with KCM Designer > Locate objects to change in KCM Designer

Locate objects to change in KCM Designer

All objects are managed separately in KCM Designer. When editing a document, you change the document parts, such as Content Wizards, Master Templates, Document Templates, and so on.

To easily locate the objects that belong to a particular document or are linked to it, you can refer to the panes "Used by" and "Uses". The "Used by" pane lists the items that use the given object. The "Uses" pane shows the items that are in use by the given object.

Change the text in a document

This topic explains how to update the text in the body of a document.

First, determine which object you need to change:

  • If a piece of text needs to be updated, edit the applicable Text Block.

    You can search for the Text Block or use a filter. The filter works on the name and description of the Text Blocks and Rich Text Blocks. On the toolbar, click the filter icon and type the search word in the text box. The filtered Text Blocks appear under the Text Blocks folder in the tree view. To deactivate the filter, delete the search word and click the filter icon.

  • If the structure of the document needs to be adapted, edit the applicable Content Wizard.

The following sample procedure tells how to update the text of a particular document.

  1. Each document is created by a Document Template. Navigate to Communications > Document Templates.
  2. Click the Document Template that produces this particular document.
  3. In the Uses pane of the Document Template, find and click the Content Wizard.

    The Content Wizard is selected.

  4. In the Uses pane of the Content Wizard, find and click the Text Block to update.
    The Text Block is selected.
    • Check the preview. If you select the wrong Text Block, in its Used by pane, click the Content Wizard, and then click another Text Block in the Used by pane.
  5. In the View and Edit pane of the right Text Block, click Edit.
    Update the text.
  6. Also, to change the properties of this Text Block, such as adjust its position in the document, make it editable or optional, return to the Content Wizard it belongs to, and then click Edit to open the Content Wizard Editor.

    For more information, see Adjust properties of a Text Block in a Content Wizard.

    To view any changes you have applied to a certain object in KCM Designer, see Test an object.