› Work with KCM Designer › Work with Master Templates › Create, edit, and view Master Templates

Create, edit, and view Master Templates

You can create, view, and edit Master Templates in KCM Designer, automatically opening Microsoft Word. While you edit the template, keep in mind that the features introduced after Microsoft Office 2007 Open XML for graphical objects and text boxes are not supported. Unsupported features are downgraded to the feature set available in Microsoft Office 2007 Open XML.

Microsoft Word 2016 or later is required.

  1. Navigate to Master Templates and then click New Master Template in the New pane on the right. Or right-click Master Templates and then click New > New Master Template.
  2. Enter a name for the Master Template and click OK.
    The Master Template appears in the folder.

    The name of the Master Template cannot contain any of the following characters:

    : ? / < > * " | \ ( ) .

  3. Select the Master 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 Master 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 Master 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.
  4. Make the necessary edits. Add Template Script instructions as described in the Kofax Communications Manager Template Scripting Language Developer's Guide.
    While you edit a document, it becomes unavailable for unlock, upload, or edit operations. You can, however, view or download this document.

    To facilitate the process of working with Master Templates, you can take advantage of Includes (see Use Includes) and Libraries (see Use Libraries).

  5. 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.

    Alternatively, you can download the Master 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.

Compile a Master Template

For the changes to take effect, after creating or editing the Master Template you need to compile it.

  1. Navigate to Master Templates.
  2. Find and click the document to compile and then click Compile in the Other Actions pane on the right.

    If an error occurs, click View error document.