HotDocs Training Syllabus
17-19 October 2017
Level 1
| Topic | Category | Level |
| Understand what document automation and HotDocs are | Intro | 1 |
| Understand what a HotDocs template is | Intro | 1 |
| Understand HotDocs Libraries | Intro | 1 |
| Understand what an Interview is | Intro | 1 |
| Understand what an Answer File is | Intro | 1 |
| Review Word Basics | Templates | 1 |
| Understand the process for template creation | Templates | 1 |
| Understanding the different types of variables | Variables | 1 |
| Understand the rules of naming variables (and other components) | Variables | 1 |
| Understand the difference between variable fields and components | Variables | 1 |
| Understand variable formatting | Variables | 1 |
| Understand what a dialog is | Dialogs | 1 |
| Understand dialog elements | Dialogs | 1 |
| Understanding how to modify dialog layout | Dialogs | 1 |
| Understand conditional statements | Conditions | 1 |
| Understand basic logic concepts (and/or/not) | Conditions | 1 |
| Understand how to construct Boolean operations as HotDocs expressions | Conditions | 1 |
| Understand Repeated dialogs | Repeats | 1 |
| Repeated styles | Repeats | 1 |
| Understand how to construct REPEAT fields | Repeats | 1 |
| Repeat formatting | Repeats | 1 |
| Understand basic HotDocs computation syntax | Computations | 1 |
| Understanding the environment | Computations | 1 |
| Understand test assembly | Templates | 1 |
| Understand how to use the Component Manager | Administration | 1 |
| Understand HotDocs Libraries and library organisation | Administration | 1 |
| Understand HotDocs template publishing | Administration | 1 |
| Understanding INSERT fields | External Content | 1 |
| Understand the ASSEMBLE instruction | External Content | 1 |
| Understand Clauses and clause libraries | External Content | 1 |
| Understand Dot Codes | Templates | 1 |
Level 2
| Topic | Category | Level |
| Understand the type-specific component and field properties | Variables | 2 |
| Understanding dialog scripting | Dialogs | 2 |
| Understand how to use a REPEAT field with tables | Repeats | 2 |
| Understanding sorting and filtering a REPEAT field | Repeats | 2 |
| Understand shared CMP files | Administration | 2 |
| Understanding Database Components | External Content | 2 |
| Understand the different types of Insert | External Content | 2 |
| Understand variable INSERT statements | External Content | 2 |
| Comparative analysis of Insert v Assemble | External Content | 2 |
| Understand how to use the Template Manager | Administration | 2 |
| Understand form template creation | Forms | 2 |
| Understand form field creation | Forms | 2 |
| Understand the different Field Types | Forms | 2 |
| Understand other field properties | Forms | 2 |
| Understand field grouping | Forms | 2 |
| Understand how to ‘Group as table’ | Forms | 2 |
| Understand how to replace the static form content | Forms | 2 |
| Understand what’s different about server templates | Templates | 2 |
| Understand what doesn’t work in server templates | Templates | 2 |
| Variables in prompts, etc. | Templates | 2 |
| Manually Restarting numbering | Templates | 2 |
Level 3
| Topic | Category | Level |
| Understand computation output types | Computations | 3 |
| Understand type conversion | Computations | 3 |
| Understand loops | Computations | 3 |
| Understand Parameters and Local variables | Computations | 3 |
| Understand Operators and their use | Computations | 3 |
| Understand Instructions vs. Expressions | Computations | 3 |
| Understanding connecting to data sources | External Content | 3 |
| Understanding connection types and variable mapping | External Content | 3 |
| Understanding how to sort and filter data | External Content | 3 |
| Understand the database Writeback feature | External Content | 3 |
| Understand the different HotDocs Publishing processes | Administration | 3 |
| Understand basic HotDocs File Management | Administration | 3 |
| Understand Source Control options | Administration | 3 |
| Repeat across columns | Repeats | 3 |
| Markup view | Administration | 3 |
| HD Settings | Administration | 3 |