KofaxCommunications Manager Designer Help
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  • Kofax Communications Manager Designer
    • Related documentation
    • Training
    • View on documents
    • Publication workflow
  • Access KCM Designer
    • User authorization
    • Log in to KCM Designer and KCM Designer for Windows
    • Change your password
    • View your session list
    • Getting help for KCM Designer
  • Common starting points
    • Task 1: Add and edit content of a document
      • Open, edit, and save Word-based objects in Microsoft Word
    • Task 2: Manage the corporate identity
    • Task 3: Create templates
    • Task 4: Manage KCM Designer
    • Task 5: Work with HTML output
      • Channels and output formats
      • Enable HTML output for existing projects
  • Work with KCM Designer
    • Actions on projects
      • Create a new project
        • Create a project from within KCM Designer for Windows
      • Configure a project
      • Synchronize data between projects
      • Export and download a project
      • Get information on the published objects in a file
      • Make a copy of a project for troubleshooting
    • Actions on objects
      • Unlock, accept, and publish objects
      • Locate objects to change in KCM Designer
      • Test an object
      • Search for a Text Block
      • Rename an object
      • Copy an object
      • Reject changes
      • View the version history of an object
      • Use a previous version of a Text Block
      • Remove redundant versions of objects
    • Create a new Text Block
      • Format the text in a document
      • Insert a table
      • Include a Field
        • Format a Field
        • Add a condition to a Field
    • Create, edit, and view Rich Text Blocks
    • Create a Text Block List
      • Create a Text Block List as an alias for a Text Block folder
      • Create a Text Block List as a fixed set of Text Blocks
    • Work with Forms and QForms
      • Icons in Form and QForm editors
      • Create a new Form
      • Create a new QForm
      • Add questions
        • Text Question
        • Date Question
        • Editable Text Block Question
        • Choice Question
        • Text Block Question
        • Checkbox Question
        • Number Question
        • Time Question
      • Add group of questions
      • Add static text
    • Work with Content Wizard
      • Icons in Content Wizard
      • Add Section Selection Group
      • Add Text Block Selection Group
        • Add a Text Block List
      • Add Section
      • Add a Text Block
        • Apply multi-branding features to the text
      • Add Data Backbone item
    • Categorize Text Blocks using Metadata
      • Create Metadata
      • Add Metadata to a group of Text Blocks
      • Edit Metadata
    • Work with Quick Templates
      • Create and edit a Quick Template as a Microsoft Word document
      • Create and edit a Quick Template as an HTML document
    • Upload Static Documents
    • Use Resources
      • Create and edit a Resource
      • XSLT Style Sheets, CSS Style Sheets, and Overlays
    • Work with Corporate Design
      • Create a new Brand
      • Create a new Document Type
      • Create and edit a Word Page Style document
      • Create and edit a Word Style Sheet document
      • Create and edit an HTML Page Template document
      • Create and edit an HTML Style Sheet document
      • Fallback and cascading
    • Work with Field Sets
      • Create and edit a Field Set
      • Select related Field Sets for a Text Block folder
      • Create a Status Field Set and add it to a Content Wizard
    • Manage Test Data
    • Work with Master Templates
      • Create, edit, and view Master Templates
        • Use Includes
        • Use Libraries
      • Add documentation for your project
    • Work with Document Templates
      • Create and edit a new Document Template
      • Create and edit a new Document Pack Template
      • Create and edit a Document Pack Template with channels
      • Test a Document Template
      • Test a Document Pack Template
    • Work with Letter Books
      • Create and edit a Letter Book
    • Work with Changesets
      • Create a new Changeset
      • Manage a Changeset created in KCM Designer
      • Manage a Changeset created outside of KCM Designer
      • Deactivate a Changeset
  • Glossary
 › Common starting points

Common starting points

KCM Designer offers role-based functionality. The following topics help you to get the most important information based on the tasks you are responsible for in your organization.

Task 1: Add and edit content of a document

Task 2: Manage the corporate identity

Task 3: Create templates

Task 4: Manage KCM Designer

Task 5: Work with HTML output

Search results

Search tips

The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found. Enclose your search terms in quotes for exact-phrase matching.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

  • Type + in front of words that must be included in the search or - in front of words to exclude. (Example: user +shortcut –group finds shortcut and user shortcut, but not group or user group.)
  • Use * as a wildcard for missing characters. The wildcard can be used anywhere in a search term. (Example: inst* finds installation and instructions.)
  • Type title: at the beginning of the search phrase to look only for topic titles. (Example: title:configuration finds the topic titled “Changing the software configuration.”)
  • For multi-term searches, you can specify a priority for terms in your search. Follow the term with ^ and a positive number that indicates the weight given that term. A higher number indicates more weight. (Example: shortcut^10 group gives shortcut 10 times the weight as group.)
  • To use fuzzy searching to account for misspellings, follow the term with ~ and a positive number for the number of corrections to be made. (Example: port~1 matches fort, post, or potr, and other instances where one correction leads to a match.)

Note that operators cannot be used as search terms: + - * : ~ ^ ' "