Configure Communication

This section describes the steps you can take to configure the created communication according to your needs.

Configure Content

Text Block

Edit the created Text Block to change the content of the document. Add new Text Blocks to the Text Blocks folder if necessary.

Content Wizard

Edit the created Content Wizard to alter the structure of your document. You can select additional Text Blocks, add Selection Groups, and change mandatory elements to optional and vice versa. Add conditions to include or exclude Text Blocks based on Data Input.

Configure Corporate Design

Style Documents

To change the look of the document on Microsoft Word or HTML, either edit existing Style Documents or create new Style Documents that contain the desired styling in the corresponding Brand and Document Type folders.

Document Template

To apply the desired styling to the document, specify the desired Style Document for the corresponding Brand and Document Type parameter of the created Document Template.

Unlock and Promote Objects

The building blocks of the created communication are locked by default and available for editing only to the user who created the communication. To allow other users to work with these building blocks or to use them outside of the Designer, you need to unlock the Text Block, Content Wizard, and Document Template. This can be done individually or as part of the Project Unlock action. For more information, refer to the following topic of the KCM Designer Help: Unlock, accept and publish objects.