Create and edit an HTML Page Template document

For HTML output, you can define the layout of the content with an HTML Page Template document. This document is an HTML page with placeholders that will be substituted with the content and styles. You can create and edit this document in KCM Designer as a text document with HTML content.

1. Navigate to Corporate Design or to the Brand or Document Type folder you are working on.

   • To create a new HTML Page Template document, click Create HTML Page Template in the New pane on the right.

     The new object appears in the selected folder.

2. Click the HTML Page Template document to edit and then click Edit in the View and Edit pane on the right.

3. The document is opened in the HTML Page Template editor.

   • You can edit HTML elements by typing the text in the Editor pane. The HTML syntax will be highlighted, but no syntax check will be applied.

   • To set the content placeholder, double-click the _HTML.Content field in the Fields pane. The placeholder then appears at the cursor position in the HTML Page Template Editor pane. The document should contain this placeholder only once.

   • To set the styles placeholder, double-click the _HTML.Styles field in the Fields pane. The placeholder then appears at the cursor position in the Editor pane. The document should contain this placeholder only once.

   • To add a Data Backbone field, double-click the required field in the Fields pane. The field then appears at the cursor position in the Editor pane. You can only select fields from Field Sets located at the root of the Data Backbone. If you add a field by typing, you may possibly add a non-existing field or a field not located at the root of the Data Backbone. In this case, these fields will show empty values.

     Adding fields from repeating Field Sets is not supported.

4. Close the HTML Page Template editor and save the changes when prompted to do so.

   To view the changes you have applied, see Test an object. Changes are applied to every template that uses this HTML Page Template document. To apply an HTML Page Template document to a template, use the DOCUMENTSTYLE script command. For more information, see the DOCUMENTSTYLE section in the Kofax Communications Manager Template Scripting Language Developer's Guide.

Alternatively, you can download the HTML Page Template document 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.