In addition to the tutorials that come with HotDocs, a number of other tutorials are available on a wide-range of advanced topics:

  • Add a Link to a Dialog that Runs a Computation Script
  • Automate a Nonstandard Table in Automator
  • Change Multiple Choice Variable Options During the Interview
  • Combine Answers from Two Repeated Dialogs into One Dialog
  • Create a Marked Up Version of a Template
  • Create an Intake Interview and Associate its Answers with Another Template
  • Create and Format Dialog Element Text
  • Create Multiple Documents from a Single Template
  • Customize Addendum Information for Tables that Overflow
  • Customize an Answer Source for Two Different Dialogs
  • Customize Dialog Titles for Each Repetition
  • Format Captions in Text Templates
  • Insert a Clause Library in a Template
  • Join or Separate Answers in a Text String
  • Use Default and Overlay Answer Files
  • Work with Automator Field Properties

These tutorials are available for download as HotDocs Auto-Install (.HDI) files. When you install these files, a new HotDocs library will be created on your computer with sample templates and instructions for each of the tutorials.

To download and install the additional tutorials for HotDocs 11

  1. Click the link for HotDocs 11. If theFile Downloaddialog box appears, clickOpen. TheInstall Template Setdialog box appears.
  2. Accept the default locations HotDocs suggests for both the library file and the templates and clickOK. The templates are installed and the new library opens.

To download and install the additional tutorials for HotDocs 10

  1. Click the link for HotDocs10. If theFile Downloaddialog box appears, clickOpen. TheInstall Template Setdialog box appears.
  2. Accept the default locations HotDocs suggests for both the library file and the templates and clickOK. The templates are installed and the new library opens.

Note: Some tutorials cover features available only in specific versions of HotDocs. Also, you can right-click the links above and then chooseSave Target Asto download the files without automatically installing them. Once they are downloaded, you can then double-click the files to launch HotDocs and install the tutorial files, or you can launch HotDocs and then chooseInstall Templatesfrom theFilemenu.