61
Index
1037
Returning value of unanswered Number
variable ............................................ 719
Returns after instructions, understanding
................................................ 243, 301
Reviewer, displaying templates for a ... 207
Reviewing answers used in an interview
........................................................ 161
Rotating answers in a form field .......... 411
ROUND( NUM, NUM ) ........................ 706
Rounding numbers up or down ........... 706
Rows to display setting, using ............. 325
Rows, controlling how many are viewable
in dialog ........................................... 325
Rows, viewing individually during interview
........................................................ 100
RSS feeds, using to update published
template sets ................................... 804
RTF file name extension ....................... 43
Run-on fields
creating ........................................... 140
creating, in Automator ..................... 392
specifying overflow properties for .... 423
S
Sample code
Publishing Destination Page ............ 816
Publishing Form Page ..................... 815
Save All button .................................... 570
Save and Close All button ................... 570
Save and Close Template button ........ 272
Save Answer File button ....................... 96
Save Answers command-line option ... 923
Save Answers Prompt command-line
option .............................................. 924
Save Component File button ............... 568
Save Document button ....................... 113
Save Template button ......................... 272
Saving
ADO connection string in separate file
.................................................... 733
answers ............................. 96, 164, 165
assembled documents always ......... 201
assembled documents as PDF files 114,
115
assembled text or form documents .. 113
changed answers back to the database
.................................................... 739
components using Component Manager
.................................................... 568
database records in answer file ....... 184
fillable PDF documents .................... 123
form templates................................. 378
from End of Interview dialog ............ 102
information about used printers ....... 218
libraries ............................................. 72
library contents as text file ................. 72
options selected for publishing ........ 803
PDF documents ....................... 114, 115
Script editor
customizing appearance of .............. 249
58
HotDocs Developer Help File
1038
using ....................................... 481, 639
Script link, adding to dialogs................ 528
Scripts
about ............................................... 633
adding to dialogs ............................. 532
conditional ............................... 309, 311
creating computation ....................... 460
customizing appearance of editor .... 249
debugging ....................................... 774
improper use of ......................... 42, 782
local variables .................................. 642
parameters ...................................... 644
testing functionality of ...................... 766
using an editor to write ............ 481, 639
using the correct syntax ........... 498, 633
viewing an outline of ........................ 288
writing ...................................... 481, 639
Scrolling around in a form ................... 371
Search query, forming ........................... 46
Searching
and replacing text strings in component
files .............................................. 593
clause library for clauses ................. 356
for specific answer files ................... 172
for specific templates in libraries ........ 82
Secondary dialogs, using .................... 540
Security
for database connections ................ 746
for PDF documents ......................... 117
Select Tool button ............................... 131
Select Tool button, in Automator ......... 380
Selecting
all filtered records in database
automatically ................................ 749
All That Apply options ...................... 455
answer files ....................................... 84
answer files before assembly option 202
clauses from clause libraries ........... 100
existing answers when tabbing between
fields ............................................ 189
form fields ........................................ 131
form fields, in Automator .................. 380
One Only option .............................. 455
pre-specified answers...................... 534
records in a database during assembly
.................................................... 182
SELECTION( MULT_CHOICE_VAR_
NUM ) .............................................. 707
Send Document button ....................... 112
Send to Word Processor command-line
option .............................................. 924
Sending
answer files in e-mail messages ...... 167
answers to an addendum ................ 225
assembled documents to default word
processor ..................................... 254
61
Index
1039
clauses to an open word processor
document ....................................... 90
document files in e-mail messages .. 158
document to word processor without
displaying End of Interview .......... 602
text documents to word processor ... 112
Sending answers to addendum to resolve
form overflow ................................... 156
Sending answers to addendum to resolve
form overflow, in Automator .... 422, 423,
424
Sentence-style lists
creating ........................................... 323
creating using a computation ........... 555
Separate addendums, creating ........... 430
Separating specific answers from a list 325
Separators, using in non-English dates
and numbers ................................... 290
Series of answers, presenting ............. 323
Server cursors, using to connect to
database ......................................... 752
Servers
uploading answer files to ................. 180
uploading templates to .................... 819
SET instructions
creating ........................................... 720
using when writing computations ..... 721
values in .......................................... 721
SET VAR TO VALUE .......................... 669
Setting styles for repeated dialogs ...... 321
Shared component files
defining which component file provides
properties for template ................. 601
unpointing ........................................ 602
using ............................................... 599
using with inserted templates .......... 335
warn when editing ........................... 246
Sharing
answers between templates ............ 490
components between component files
.................................................... 599
Shortcut keys for the keyboard .............. 49
Shortcuts, creating for template sets ... 800
Shortening a number after a decimal .. 715
Show Fields button ............................. 407
Show Fillable Fields command ............ 436
Show Library command-line option ..... 924
Show Variables button ........................ 288
Show Variables button, in a form ........ 407
Showing
already linked variables when mapping
.................................................... 737
comments and field labels ............... 283
form field backgrounds .................... 407
levels of nesting in REPEATs and IFs
.................................................... 283
variable names in form fields ........... 407
Shrinking
answers to fit in fields ...................... 225
59
HotDocs Developer Help File
1040
answers to resolve regular field overflow
.................................................... 156
answers to resolve regular field
overflow, in Automator ................. 422
Silverlight
downloading ...................................... 32
viewing interviews in a browser ....... 813
Simultaneous
editing and assembly ....................... 769
editing of variables........................... 570
Single-character boxes, attaching
variables to ...................................... 393
Singled-sided forms, printing ............... 128
Single-line fields, typing in ................... 190
Skipping components when copying ... 585
Slowness, fixing in interviews ................ 81
Smart returns, inserting with instructions
........................................................ 243
Software
e-mail applications ........................... 167
requirements for using HotDocs ........ 32
Sort & Filter tab of Database Editor ..... 747
Sort Components button ..................... 568
Sorting
allow for database users .................. 747
answers before filtering ................... 325
answers in a spreadsheet .................. 97
clauses in a clause library................ 356
components by name or by type in
Component Manager ................... 568
components in Template Manager .. 615
database records during assembly .. 183
library items ....................................... 67
lists of answers in a REPEAT field... 324
lists of answers using a computation 556
tips for database records ................. 748
SPACE( TEXT, TEXT ) ....................... 708
Spaces and hyphens, using non-breaking
........................................................ 465
Spacing, adding to dialogs .................. 531
SPAN Field button .............................. 272
SPAN fields
about ............................................... 343
inserting for existing text .................. 344
inserting for new text ....................... 345
Spanish templates, creating ................ 290
Specifying user name and password for
database connection ....................... 746
Speed, increasing interview processing
time during assembly......................... 81
Spell Check Components button ......... 596
Spell checking
answers ........................................... 104
components ..................................... 596
options for ....................................... 239
Splash screens, creating custom ........ 803
Splitting
63
Index
1041
answer across multiple form fields ... 140
answer across multiple form fields, in
Automator .................................... 392
answer across single-character form
fields ............................................ 393
answer across two or more form pages
.................................................... 151
answer across two or more form pages,
in Automator ................................ 421
multi-line answers between form and
addendum .................................... 157
multi-line answers between form and
addendum, in Automator .............. 429
Spreadsheet
exporting Template Manager list to .. 620
viewing individual rows of during the
interview ...................................... 100
Spreadsheets
controlling number of viewable rows 325
copying and pasting information in
Multiple Choice ............................ 477
defining widths of ............................. 468
lists of questions and answers in a
document ..................................... 162
Spreadsheet on Parent option ......... 560
using additional text only in .............. 526
using to gather lists.......................... 321
SQUARE ROOT( NUM ) ..................... 709
Standard answers, assigning to templates
........................................................ 164
Standard template files, publishing...... 788
Start Interview Group command-line
option .............................................. 925
Starting
assembly sessions ............................ 89
HotDocs ............................................ 41
HotDocs Filler .................................. 119
Template Manager .......................... 614
STARTUP computations ..................... 547
Static content
circling ............................................. 147
circling, in Automator ....................... 415
detecting underlying to create new fields
.................................................... 133
detecting underlying to create new
fields, in Automator ...................... 384
updating form templates with new ... 375
Status
of templates selected for assembly.... 89
Status bar, information about queued
assemblies ........................................ 89
Stepping through an interview or script to
isolate problems .............................. 774
Stop sharing component files .............. 602
Stopping
assembly sessions ............................ 89
variables from appearing during
assembly ..................................... 467
Storing
answer files ..................................... 172
answers for a single template .......... 164
61
HotDocs Developer Help File
1042
assembled documents ..................... 113
typical answers .................................. 86
Striking through static text on a form
document ........................................ 146
Striking through static text on a form
document, in Automator .................. 414
STRIP( TEXT, TEXT, TRUE_FALSE,
TRUE_FALSE ) ............................... 709
Styles of repeating lists ....................... 321
Subtracting (values)
number of days from Date variable .. 682
number of months from Date variable
.................................................... 683
number of years from Date variable . 683
one value from another ............ 635, 875
Suggest Save command-line option .... 925
Suggest Save New command-line option
........................................................ 926
Suggesting
answers for users ............................ 655
frequently used answer files ............ 165
Sum of repeated numbers ................... 327
SUM( COMPUTATION_VAR ) ............ 710
SUM( NUM_VAR ) .............................. 711
Summaries
lists of answers ................................ 161
lists of questions .............................. 160
spreadsheet of questions and answers
.................................................... 162
Summing values
in computations ............................... 710
in Number variables ........................ 711
Supplemental components
renaming ......................................... 586
viewing in Template Manager .......... 615
Supported
operating systems ............................. 32
word processors ................................ 32
Suppress Unanswered Warning
command-line option ....................... 926
Suppressed warnings, redisplaying ..... 246
Swiss German templates, creating ...... 290
Switches, full list of command-line ...... 907
Switching answer files during assemblies
.................................................. 97, 166
Synch Template button ....................... 288
Syntax
finding errors and resolving ............. 770
using correct in scripts ............. 498, 633
System defaults, restoring ..................... 40
System failure, protecting form template
files from.......................................... 219
System Requirements ........................... 32
T
Tab order
controlling in Navigation Bar ............ 188
specifying for direct-fill assembly ..... 139
specifying for direct-fill assembly, in
Automator .................................... 391
58
Index
1043
Table of Contents, updating in Word after
assembly ......................................... 105
Tables (form templates)
creating nonstandard ....................... 419
creating standard ............................. 418
sending overflow answers to addendum
.................................................... 225
specifying overflow properties for .... 424
Tables (text templates) ........................ 327
Tabs (assembly and library windows)
Answer Summary ............................ 161
choose assembly window placement of
...................................................... 92
choose library placement of ............... 82
Document Preview .......................... 105
Form Document ............................... 123
Interview ............................................ 92
Preview ............................................. 82
Properties .......................................... 63
Question Summary .......................... 160
Variable Sheet ................................. 162
Tabs (in Component Editors)
Advanced ........................ 467, 468, 469
Layout ............................................. 520
Options .................................... 475, 516
Resource ................................. 470, 519
Script ............................................... 532
Used In .................................... 471, 521
Telephone numbers, using .................. 443
Template File command-line option .... 926
Template files
about ............................................... 271
adding to libraries .............................. 59
assigning names to sets of .............. 583
assigning titles and descriptions ...... 276
changing default file locations of ...... 257
converting to new formats ............... 278
creating based on existing template 278
creating form ................................... 368
creating interview ............................ 547
creating text ..................................... 276
descriptions in libraries ...................... 54
editing ............................................. 280
grouping in Favorites folder in library . 69
installing sets of ............................... 178
linking to specific answer files .......... 164
moving files on local disks or networks
...................................................... 73
organizing groups into separate libraries
...................................................... 56
previewing before an assembly ......... 82
publishing auto-assemble files from . 789
publishing auto-install files from ....... 792
publishing HotDocs Server files from814
publishing standard files from .......... 788
renaming ......................................... 625
57
HotDocs Developer Help File
1044
searching for specific in libraries ........ 82
using LANGUAGE instructions in .... 290
using one component file for multiple
.................................................... 599
Template Manager
about ............................................... 611
copying and pasting components using
.................................................... 627
customizing the view of ................... 615
deleting components using .............. 630
exporting list from ............................ 620
modifying properties using ............... 630
renaming components using ............ 629
setting display options ..................... 251
starting and exiting .......................... 614
toolbar ............................................. 618
using to rename templates .............. 625
viewing the contents of .................... 615
Template Manager button ................... 614
Template set updates
checking for ..................................... 179
setting properties for ........................ 268
Template sets, updating ...................... 804
TERM (RATE, PAYMENT, PRESENT
VALUE, FUTURE VALUE, TYPE) ... 711
Test answer files ................................. 769
Test answers, entering for form fields . 407
Test assembly ..................................... 768
Test Panel
about ............................................... 779
Go to Template tab .......................... 783
Variable Usage tab .......................... 780
Warnings tab ................................... 782
Testing
about ............................................... 765
custom dialogs ................................ 767
document assembly ........................ 768
for improper scripting ....................... 782
online assembly ............................... 813
scripts .............................................. 766
True/False expressions ................... 766
using answer files ............................ 769
variables .......................................... 766
Text
formatting correctly when scripting .. 677
specifying labels in addendum ......... 226
using additional in dialogs ............... 526
Text boxes, using variables in ..... 478, 610
TEXT CONTAINS TEXT ..................... 712
Text documents
printing ............................................ 113
saving as PDF files .......................... 114
TEXT ENDS WITH TEXT .................... 713
Text files, saving libraries as ................. 72
Text formats ........................................ 492
58
Index
1045
Text patterns
adding ............................................. 443
creating ........................................... 479
editing.............................................. 590
TEXT STARTS WITH TEXT ................ 714
Text strings in component files, searching
for .................................................... 593
Text templates, creating ...................... 276
Text variables
controlling answer field height of...... 443
controlling number of answer characters
in .................................................. 443
creating ........................................... 443
creating patterns for ......................... 479
Third-party applications
defining settings for ......................... 265
Tiling form windows ............................ 376
Time
answering questions about ................ 92
converting values to numbers .......... 691
creating variables for inserting ......... 473
Time Matters, linking variables in dialogs
to fields in ........................................ 539
Time of day, inserting .......................... 473
Time patterns, using ........................... 473
Titles
dialog .............................................. 513
modifying library items ....................... 63
template .......................................... 276
variable ........................................... 500
TODAY ............................................... 714
TODAY variables ................................ 463
Toolbars
Component Manager ....................... 565
displaying full in assembly window .. 200
HotDocs assembly window ................ 76
HotDocs Automator ......................... 366
HotDocs Edit ................................... 272
HotDocs Navigation ......................... 272
Template Manager .......................... 618
Totaling answers in a list ..................... 329
Tracking
answer file histories ......................... 172
variable usage in a template ............ 780
Trading answer files during assembly .. 97,
166
Transferring
answer files to other users ............... 167
assembled documents to editing
application ................................... 112
document files to other users ........... 158
library items into a new library ........... 69
library items into existing library ......... 71
library items to other libraries ............. 59
Treat linked variables as asked option 749
TRIM( TEXT ) ..................................... 715
59
HotDocs Developer Help File
1046
Troubleshooting
template automation ........................ 771
True/False expressions, creating ........ 311
True/False formats .............................. 492
True/False variables
creating ........................................... 452
grouping in dialog ............................ 516
specifying options ............................ 452
TRUNCATE( NUM, NUM ) .................. 715
Tutorials, completing ............................. 47
Two text values containing same text
string, determining ........................... 712
Two-digit years.................................... 192
Two-dimensional bar codes, creating .. 149
Two-dimensional bar codes, creating in
Automator ........................................ 416
TypeHere bookmark............................ 603
Types of templates .............................. 271
Typing answers directly in a form field 120
U
UDL files, creating ............................... 733
UNANSWERED .................................. 716
Unanswered variable text
specifying at Component Manager .. 583
specifying at variable ....................... 469
Unanswered variables
asking only ...................................... 916
formatting ........................................ 203
reported at End of Interview dialog .. 102
warning about .................................. 201
Underscore as a placeholder .............. 203
Ungrouping fields ................................ 141
Ungrouping fields, in Automator .......... 395
Unicode, using in HotDocs .................... 39
Uninstalling HotDocs ............................. 41
UNION( MULT_CHOICE_
MULT_CHOICE) ............................. 716
Universal Data Link files, creating ....... 733
Unpointing component files ................. 602
Unsupported
characters in variable names ........... 490
features in HotDocs Server (detecting
and eliminating) ........................... 812
Unused components
removing from component file ......... 630
Updating
all item properties in a library folder ... 65
computation results as you script..... 706
database fields in interview ............. 740
database records with answers entered
during interview ............................ 739
dialogs shown in interview outlines .... 81
downloaded auto-assemble files ..... 177
existing answer files with new answers
...................................................... 96
library items located on a CD ........... 801
static content of form templates ....... 375
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