Glossary

Changeset: A means to group objects to modify them in a single change process. This feature simplifies the publication workflow and makes it possible for the authorized user to review and accept multiple updated objects in a single action.
Channel (also known as Output channel): A named gateway, over which Document Packs can be distributed. In KCM, a channel also defines the output format for each Document Template in the Document Pack that supports multiple output formats.
Content Wizard: An authoring tool used to combine Text Blocks into a text with a logical flow. This flow can be composed dynamically with the help of conditions and other control functions.
Contract Manager: The main KCM gateway that manages and controls KCM processing in a secure manner for multiple tenants.
Data Backbone: A schema used to structure the data required to fill in the fields, such as customer name, address, account number, and more.
Document Template: A file that defines the content of a single document and it can also serve as an element in a Document Pack. A Document Template can either be a Master Template instance, a Quick Template, or a Static Document.
Document Pack: A set of documents sent to a customer and created from a Document Pack Template.
Document Pack Template: A collection of Document Templates and imported documents, organized into a sequence of slots. A Document Pack Template can contain rules for including particular slots.
Field: A placeholder for a piece of data, such as the customer's first name or phone number. You may also think of a Field as a variable. Fields are placed in the appropriate positions within a Text Block and then get automatically populated by the data from the Data Backbone when a document is generated.
Field Set: A collection of related fields. For example, a Field Set [Customer_contact] can contain the following fields: [First_Name], [Last Name], [AddressLine_1], and more. You can save the answers from question forms in the Fields of a certain Field Set.
Form: A form that provides a list of questions to the user and stores the answers in the Fields.
Include document: A file that contains a piece of a Template script. This script can be included by a Master Template, or by any other Include document, so that multiple Master Templates can share the same code. Include documents can contain both the document content and scripting instructions. We recommend that you avoid using Include documents and use Libraries and Content Wizards instead.
KCM Core: An internal KCM component that composes documents from Templates. KCM Core gets instructions from the Contract Manager or Batch & Output Management to create documents, and reaches the KCM Repository and the Data Backbone for the necessary tools. Then, the result documents are returned to either the Contract Manager or Batch & Output Management for dispatching.
KCM Repository: A storage for objects that provides structure, formatting, and corporate identity.
Library: A file that contains Template scripting definitions and does not contain any document content. These definitions can be used in multiple Master Templates.
Master Template: A Template script that organizes Content Wizard, Forms, and style definitions to produce a document. A Master Template can have parameters. If a Document Template refers to a Master Template, it will provide values for these parameters, thereby creating a Master Template instance.
Output format: A format used for producing the content, for example, Microsoft Word, HTML, PDF, and XML.
Project: A project contains the most important settings for creating and running Templates. Project groups can be used to group projects.
QForm: An abbreviation from a "Question Form." It has a similar functionality as a Form with the only difference that it does not support a Text Block Question and an Editable Text Block Question.
Quick Template: A Document Template with a fixed output format that allows to include data from fields to the static content. KCM supports only HTML Quick Templates and Microsoft Word Quick Templates.
Repository: A component that stores and manages objects. See KCM Repository.
Rich Text Block: A Word-specific version of a Text Block that allows to apply complex Word-specific formatting to a document, such as tables within tables. Rich Text Blocks can only be edited using Microsoft Word and can only be used for Microsoft Word output. Although Rich Text Blocks are rich in formatting, they have limitations in their usage.
Section: A categorized group of Text Blocks based on a certain criteria. For example, you may group three Heading Text Blocks - male, female, and both into one Heading section and apply settings to all of them, treating them like an instance.
Static Document: A document with a fixed output format that does not contain any variable content.
Template Scripting Language: A scripting language used to program the document output. It is used in Master Templates, in Include documents, and in Libraries.
Text Block: A piece of text that can be reused for different purposes, and for different output formats. Text Blocks can contain text, images, and tables related to the specific areas of content, such as customer details, welcome statements, and branding.