› Work with KCM Designer › Work with Quick Templates › Create and edit a Quick Template as a Microsoft Word document

Create and edit a Quick Template as a Microsoft Word document

To create and edit a Quick Template with Microsoft Word, proceed with the following steps.

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

    The New Quick Template window appears.

  3. Enter a name for the Quick Template you are creating. From the drop-down list, select Microsoft Word Document and then click OK.
    The Quick Template appears in Quick Templates.
  4. Select the Quick Template you need and click View or Edit in the View and Edit pane on the right.
    1. To view the content, click View.
      The Quick Template opens as a read-only document in Microsoft Word.

      If you edit the file in this mode, it can only be saved to a local storage.

    2. To edit the content, click Edit.
      The Quick Template becomes fully available for editing in Microsoft Word. If you did not have an "In development" revision, it is created. On save, the "In development" revision will be updated.
  5. Make the necessary edits.
    While you edit a document, it becomes unavailable for unlock, upload, or edit operations. You can, however, view or download this document.
  6. Close Microsoft Word and save the changes when prompted to do so.
    If errors are detected, KCM Designer shows the error status of a saved document, possibly after a small delay. Make the required corrections and save the changes.
  7. Click the Quick Template and click Create Document Template in the Other Actions pane on the right.
  8. To view the updated Quick Template, navigate to Communications > Document Templates. Click the Document Template and then click Test in the Other Actions pane on the right.

    You can either view or save the result.

Alternatively, you can download the Quick Template 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.

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

If needed, you can insert Fields by typing them in while editing.

Ensure that the Field you want to use does exist in the Data Backbone. Also note that you can only add Fields that reside under a non-repeating structure 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 Quick Template. 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 from the drop-down list, and click Add.