Create and edit a new Document Pack Template

A Document Pack contains sets of documents. For example, you can use this functionality if you need to send your customer multiple documents in one pack, without combining them manually. A Document Pack is created from a Document Pack Template.

Navigate to Communications > Document Pack Templates.
Click Document Pack Templates and then click New Document Pack Template in the New pane on the right.

The New Document Pack Template window appears.
Enter a name for the new Document Pack Template and click OK.

The new Document Pack Template appears in the Document Pack Templates folder.

The name of the Document Pack Template cannot contain any of the following characters:

: ? / < > * " | \ ( ) .
Click the new Document Pack Template and then click Edit in the View and Edit pane on the right.

The Document Pack Template Editor appears with the Add a new Slot dialog box opened.
As you edit the new Document Pack Template for the first time, the first slot that you create will be the cover letter slot. Specify the following properties for the slot.
In the Name field, enter a meaningful name for the Cover letter.
Under Content, select one of the following options.
- To create a document based on a particular Document Template, select Document Template and then select a Document Template from the drop-down list.
  
  Whenever you select a Document Template from a drop-down list, you can start typing the name of the Document Template to filter the list.
  
  If you select Document Template and see the drop-down list "Every channel uses the Template", refer to Create and edit a Document Pack Template with channels for details and information on what to do next.
- To add a document stored outside of KCM to the Document Pack, select Import Document.
  
  In the Slot Identifier field, you must specify a reference. A business application uses this reference when identifying individual slots. A slot reference must be unique within one Document Pack Template.
  
  If you are creating a "Cover letter" slot and select Import Document, the setting "The business application is required to provide an import document for this slot." is disabled. If you are creating a non-cover letter slot, select this check box to require a document that will be imported.
  
  If you are creating a Document Pack Template to be used with Kofax TotalAgility or KCM Batch & Output Management, you must provide a reference for every slot.
Click Add Slot to proceed.

On the left side, you can see the properties of the Document Pack Template. The slot that you just created is marked as "Cover letter." Click Save to save the current changes.
You can make changes to the slot, if needed. In the Description field, you can optionally enter text about the content of this slot.
- To add a new slot to your Document Pack Template, click Add.
- To change the order of slots, click to the right of a slot so the arrows sign appears and drag the slot to the correct position. You cannot change the leading position of the "Cover letter" slot.
To make a slot conditional and/or optional, proceed to the Step 11 or 12, respectively. You cannot make the "Cover letter" slot conditional or optional.
To make a slot conditional so the resulting document appears in the result Document Pack on a condition, select This slot will be included conditionally. Click each of the following elements to set the expression.
- Click «select a field» and select a Field from the Fields List.
- Click (as text) and select one of the options to specify how the selected Field value should be interpreted.
- Click is equal to/ is on/ is at and select one of the options to specify how the selected Field value should be compared with the second part of the expression.
- Click the value and choose whether the selected Field value should be compared to a particular value or to the value of another Field.
  
  If you selected the value, click «enter a value» and enter a value, such as a text, number, date, or time. If you selected the value of field, click «select a field» and select a Field from the list.
To add another expression, click Add. When you state multiple expressions, click and/or to indicate whether all or at least one condition is true. If the entire condition is true, the slot is included in the result Document Pack.

To remove an expression, click the bin icon.
To make the new slot optional so the user can choose whether to include the resulting document in the Document Pack, select The user can choose to include this slot.
To select the Document Template to prepare data to add to the Data Backbone, click Properties and select a Document Template from the Data Preparation Template list.
Click Save & Close.