Additional HotDocs Tutorials
Important Note: Some tutorials cover features available only in specific versions of HotDocs.
The following tutorials supplement those that are included with HotDocs. These tutorials, which demonstrate more advanced options or features of HotDocs, are packaged as HotDocs auto-install files (or HDIs). A description of each tutorial is included below.
To download and install these files, you have two options:
- Click on the link for the tutorial you want to complete. If the File Download dialog box appears, click Open. The Install Template Set dialog box appears.* Accept the default locations HotDocs suggests for both the library file and the templates and click OK. The templates are installed and the new library opens.
*This dialog box appears automatically if your Web browser has the HotDocs MIME types set up correctly.
- Right-click on the link for the tutorial you want to complete and choose Save Target As from the shortcut menu. Specify a location on the local disk for the file you are saving. Once downloaded, start HotDocs. Choose Install Templates from the File menu of the library. The Install Template Set dialog box appears. Accept the default locations HotDocs suggests for both the library file and the templates and click OK. The templates are installed and the new library opens.
Instructions for completing each individual tutorial are included in the PDF that is installed with the templates. This PDF is accessible from the library.
To report problems with these tutorials, please send an e-mail to publications@hotdocs.com.
Add a Link to a Dialog that Runs a Computation Script
Learn how to add a link to a dialog that runs a computation when it is selected. In this lesson, a computation script will let you create two custom documents while completing a single interview.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Automate a Nonstandard Table in Automator
Learn how to automate a nonstandard form table (or a table where columns or rows are not defined in the traditional left-to-right way).
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Change Multiple Choice Variable Options During the Interview
Learn how to use answers the user enters during the interview to supply the options for a multiple choice variable.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Combine Answers from Two Repeated Dialogs into One Dialog
Learn how to combine answers from two sets of repeated dialogs for use in a third dialog to filter, sort, or merge the answers for use in the completed document.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Create an Intake Interview and Associate its Answers with Another Template
Learn how to create an interview template to collect information that can be used across a range of templates. Then link the information collected by the intake interview to a dialog from another template.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Create and Format Dialog Element Text
Learn how to adjust the presentation of a dialog using dialog elements. Create dialog elements, apply them, and then use dot codes to format the text.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Create Multiple Documents from a Single Template
Learn how to automate a template so that it creates the document for each party entered during the interview.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Customize Addendum Information for Tables that Overflow
Learn how to customize a table's overflow properties so that when additional rows of answers are entered in a table, only those rows are sent to the addendum.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Customize an Answer Source for Two Different Dialogs
Learn how to customize a dialog and its accompanying answer source file for two separate templates. Use HotDocs instructions to display the information appropriate for each template.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Customize Dialog Titles for Each Repetition
Learn how to customize the titles used within the Interview Outline for each dialog of a repeated series.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Insert a Clause Library in a Template
Learn how to create a library of clauses (or independent sections of text) for use in a template and then add the library to the template.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Join or Separate Answers in a Text String
Learn how to join together separate answers into a single answer, and how to separate a single answer into separate answers.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Use Default and Overlay Answer Files
Learn how to save answers that can be used either as default answers within an interview or as defined values that should not change. Use command-line options to automate the process.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
Work with Automator Field Properties
Learn how to create form fields that merge graphics, bar codes, circles, and strike-through characters – among other things.
HotDocs 2009 HotDocs 2008 HotDocs 2007 |
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