HotDocs Developer Help File
Clause Library button displays the clause library associated with the
template. From here, you can create clauses, edit existing clauses, remove
clauses, and perform several other tasks relating to clause management.
Edit Component button bypasses the Variable Field dialog box and lets
you edit the component properties of a variable while at the template.
HotDocs Help button makes it easier for you to access information in the
Help files directly from the word processor window.
Create variable fields and variable components: Now when you create variables, there
is greater distinction between the variable field and the variable component. For example,
when you first create a variable at the template, the Variable Field dialog box appears,
where you can assign a variable type, name, and any field-specific properties. Then, from
the Variable Field dialog box, you can click the
Edit Component button to display the
Variable Editor. At this dialog box, you can assign component-specific properties, such
as prompts and resources.
Assign either default or field-specific formats: You can assign answer formats, field
formats (such as field widths, alignment, and fill characters), and merge text (for Multiple
Choice variables) either at the Variable Field dialog box, or the Variable Editor. If you
assign them at the Variable Field dialog box, they are available for that specific instance
of the variable only. If you assign these properties at the Variable Editor, they become a
default property of the component and will be available each time you use the variable in
Use Multiple Choice variables: At the Multiple Choice Variable Editor, you can now
provide prompts for each multiple choice option. Also, if you want to further customize
each row of options, you can do so by clicking the Options tab and making your changes.
These include adding longer prompts and merge text, and pre-selecting options for the
Assign resources (formerly known as variable and dialog help): The name for this
type of help has been changed to Resources to better distinguish between HotDocs Help
(the documentation provided with the software) and template developer help (the help
assigned by you). You also can now use an HTML Help (.CHM) file as a source file for
variable and dialog resources.
Use the new Component Manager: With the enhanced distinction between fields and
components, Component Manager becomes the preferred method for editing components
in a template, including variables and dialogs. Component Manager is now a sizeable
dialog box that can be arranged next to the template window so that you can work in both
windows simultaneously. Using Component Manager, you can edit as many components
at a time as you want. You can also drag variables from Component Manager and drop
them directly in the template.
Share components between component files: The process for sharing component files
has been improved. For example, the Pointed Component File button in the Component
Manager toolbar makes it more apparent a component file is pointed (for example,
), and the actual process of finding the component file and pointing it is much
Change component file properties: At the Component File Properties dialog box, you
can now specify a product title for the template you are creating. You can also have
HotDocs hide the interview outline for the template during assembly as well as have
HotDocs generate default dialog titles. The interface for several existing properties has
changed, as well.
Copy components using Component Manager: You can expand the Component
Manager window to show another component file’s list of components, from which you
can copy into the current component file. (You can no longer copy out of the current
component file, however.)
Use IF, INSERT, ASK, and REPEAT instructions: All of the dialog boxes for inserting IF,
INSERT, ASK, and REPEAT instruction fields have changed. At each of these dialog
boxes, you can choose a specific type of field you want to merge, and then edit the
Use clauses and clause libraries: The process of creating clauses and clause libraries
is now much easier. You can open a clause library from the template-editing toolbar, and
it can stay displayed as long as you need, allowing you to work in both the template and
the clause library simultaneously.
Use Dialog Editor to edit dialogs: The Dialog Editor includes tabs for customizing a
dialog. A Find option has also been added to make searching for specific variables,
clauses, or dialogs easier. When you are at the Script tab of the Dialog Editor, you can
click the Variables drop-down button and select Variables in Dialog to see only the
variables used in that specific dialog. (This makes it easier to create dialog scripts since
you can limit the list of variables to show only those used in the current dialog.)
Assign titles to dialogs: You can now assign titles to dialogs. The dialog title replaces
the dialog name in the interview outline.
Change the layout of a dialog: In earlier versions of HotDocs, to change the placement
of variables in a dialog, you had to test the dialog and make your changes directly in the
test dialog. Now, you can click the Layout tab of the Dialog Editor and drag-and-drop
Simultaneously test and edit variables, dialogs, and scripts: You can simultaneously
test and edit components within a template (such as variables, dialogs, and scripts). When
you do, HotDocs displays the variables and any corresponding answer fields in a test
assembly window. You can leave that dialog open and make changes to the component
and then update the dialog to see the changes implemented. Once you click OK at the
Variable Editor, the changes are saved to the component file.
Simultaneously test assemble and edit a template: You can test assemble all or a
portion of a template while simultaneously making changes in the underlying template
text. HotDocs will update the assembly window with changes you make.
Save answers used for testing once: When you test a variable or test assemble a
document, you are prompted to save your answers. Once you save them (using Test
Answer File as the file name), HotDocs uses that test answer file for each subsequent test
assembly. If needed, you can specify a new answer file or use a different answer file at
the assembly window.
Use Component Explorer: The Component Explorer tool lets you more closely manage
components across a large number of component files, including removing unused
components, renaming components in both the component and template file, and copying
and pasting components between files.
HotDocs Developer Help File
Choose an answer file for assembly: When you first select a template for assembly,
HotDocs displays the Answer File dialog box, which allows you to choose an answer file
to use with the assembly. (You no longer choose any other assembly options, such as
assembling Question/Answer summaries, or viewing only unanswered variable questions.
All of those options are now controlled directly in the assembly window.)
View the new assembly interface: Once an assembly has started, the assembly window
appears. By default, it is divided into three panes: the interview outline (or left pane) lists
all the dialogs and variables asked in the template. When users click one of these items,
the corresponding dialog appears in the dialog pane (or right pane). Users enter the
required information in the answer fields and proceed through the interview until all the
answers have been given. The interview outline is dynamic so items can be added and
removed, depending on answers the user provides. Finally, if the template developer has
provided helpful information about a dialog or a specific variable, that information appears
in the third pane, the resource pane (below the dialog pane).
Navigate an interview: You can click items in the interview outline in any order to
complete the interview. You can also click buttons in the navigation bar at the bottom of
the dialog pane.
Use the new assembly toolbar buttons: The assembly toolbar buttons let you perform
several different tasks, such as work with answers and answer files, send the assembled
document to a word processor (so you can edit it), view the Assembly Queue, access
HotDocs Options, view the resource pane, and perform other general tasks.
Use the tabbed views of the assembly window: The assembly window contains several
tabs that let you change your view of the assembly process. You can view any of these
tabs at various times during assembly and the information contained therein will be
current. These tabs include:
Interview displays a three-paned window that includes the interview outline, the
dialog pane, and the resource pane.
Preview shows a rough preview of the document so far as it has been assembled.
Question Summary displays an HTML-based summary of the questions in the
Answer Summary displays an HTML-based summary of the questions and
answers provided during the interview.
Variable Sheet displays a spreadsheet-like summary of variables, prompts,
answers, and variable types.
For the most part, the contents of these different tabs can be saved as word processor or
HTML documents, and can be attached to e-mail messages.
View the End of Interview dialog: When you complete an interview, the End of Interview
dialog appears. It contains information about unanswered variables as well as gives
instructions and options for working with the assembled document. (The End of Interview
icon always appears in the interview outline.)
Use the resource pane: HotDocs now displays template developer’s resource
information (formerly known as variable or dialog help) in the resource pane of the
assembly window. By default, this pane is continually displayed; however, you can hide
and show it as needed. You can also specify an option (at HotDocs Options) that displays
a resource button next to answer fields that contain resources.
Preview the assembled document: As you complete an interview, you can click on the
Preview tab to view your document during assembly. Any answers you have given are
merged into the text, while any answers that are still needed are marked by unanswered
variable placeholders. You cannot edit the text in the Preview tab, but once you finish an
assembly, you can send a copy of the document to the word processor for post-assembly
Because of the way HotDocs renders assembled text in the Preview tab, the document
sometimes will not show the formatting you see when you send a copy of the assembled
document to the word processor.
Use Answer File Manager: The Answer File Manager has a newly designed interface
(including a new toolbar) that makes it easier to view the properties as well as the
contents of an answer file.
Change answer files during assembly: As you assemble a document, you can change
the answer file you are using. When you do, HotDocs lets you save the current answer file
and assembled document before you load a new answer file.
Attach answer files, assembled documents to e-mail messages: You can attach
answer files, assembled documents, and question and answer summaries to e-mail
Manage multiple assemblies using the assembly queue: When you select multiple
templates for assembly, HotDocs automatically displays the Assembly Queue dialog box,
which lists each template and its assembly status. Using this dialog box, you can change
the order in which documents will be assembled, as well as add assemblies to and
remove them from the queue.
Change your HotDocs Options (formerly known as Settings or Preferences):
HotDocs now provides one central location- the HotDocs Options dialog box -to control
how HotDocs operates. General options include template development, interview, and
document assembly preferences, as well as file location management.
Changes to HotDocs® Automator: Some changes have been made in HotDocs
Automator to more tightly integrate it with the new HotDocs 6 interface. These include new
toolbar buttons and menu items, as well as minor changes in various dialog boxes.
Additionally, the default field colors have changed, and several pre-designed color
schemes have been provided.
Changes to HotDocs® Filler: Some changes have been made in HotDocs Filler to more
tightly integrate it with the new HotDocs 6 interface. These include some new toolbar
buttons and menu items, as well as minor changes in various dialog boxes. Additionally, in
the Document tab of the assembly window, you can type your answers directly in the
form fields. If the template developer has created a custom interview (or allowed HotDocs
to generate a default interview), you can move between the Interview and Document
tabs to complete the interview.
C# PDF - Read Barcode on PDF in C#.NET
Page: Replace PDF Pages. Page: Move Page Position. Page: Extract, Copy and Paste PDF Pages. Page: Rotate a PDF Page. PDF Read. Text: Extract Text from PDF. Text copy text from pdf in preview; c# get text from pdf
HotDocs Developer Help File
To ensure the best performance using HotDocs, please note the following requirements
for hardware and software:
900 MHz processor (2GHz, recommended)
1 GB RAM (2 GB, recommended)
50 MB hard disk storage
1024 x 768 screen resolution with at least 16-bit color
Windows XP (SP2 or higher, 32-bit), Windows Vista (32-bit or 64-bit), Windows 7
(32-bit or 64-bit), or Windows 8 (32-bit or 64-bit)
Microsoft Internet Explorer 6.0 or later
Microsoft Word 2003, 2007, 2010, or 2013
Corel WordPerfect 12, X3, X4, X5, or X6
If you are using Office 2007 it is recommended that you install SP3 or higher to
access the most up-to-date features.
WordPerfect X3 SP2 and later are the only versions of WordPerfect supported for
use on Windows Vista and later.
If you plan on installing HotDocs using the MSI installer look here for a list of
If you plan to integrate HotDocs with a database, the following databases are supported:
Microsoft SQL Server
Oracle 8i or 9i with the OraOLEDB OLEDB provider
Most other ODBC-compliant databases
When you insert the HotDocs installation disk in your CD-ROM drive, a CD browser
window should automatically appear. From this window, you can view the Readme and
install HotDocs. Once installation has started, HotDocs prompts you for all of the
information it needs to complete the process.
Before installing HotDocs, make sure your computer meets the minimum requirements
necessary for using HotDocs. (See System Requirements.)
To install HotDocs
1. Close all open programs, especially any word processors or existing versions of
HotDocs you may have open.
2. Insert the HotDocs installation CD into your CD-ROM drive. The CD browser
3. Click Install HotDocs Developer. The installation program begins installing
4. Follow the on-screen prompts to complete the installation.
To manually install HotDocs, select Run from the Start menu. If you are running a
32-bit operating system, type D:\setup. If you are running a 64-bit operating
system, type D:\setup64 (substitute the correct drive letter if your CD-ROM drive
is not mapped to D:\). Follow the on-screen prompts to complete the installation.
For a description of how HotDocs is installed, see Understand HotDocs
For information on installing HotDocs Player with other HotDocs products click
If your Windows display options have been set to a font size above 100% you may
find that some of HotDocs dialog boxes do not display properly. You can check
your font size setting in Control Panel > Appearance and Personalization >
Understand HotDocs Installation
When you install HotDocs, two different installations actually happen—the HotDocs Setup
and the Current User Setup. This two-part installation process not only allows the program
be installed just once for multiple users on a single workstation, but it also allows each
user who logs on to the workstation to have his or her own custom files and settings.
When you first install HotDocs (see Install HotDocs) from setup.exe (for 32-bit operating
systems) or setup64.exe (for 64-bit operating systems), HotDocs installs the program files
needed to use HotDocs, including any executable files used to run HotDocs. Among
others, it also installs the HotDocs Help files and a folder containing scripts, images, and
stylesheets which are needed for developing HotDocs Server templates. These files are
HotDocs Developer Help File
installed, by default, to C:\Program Files\HotDocs. This location is not user-specific, which
allows all users of a single workstation access to the files.
As HotDocs installs these files, it registers information about them in the Local Machine
key of the Windows System Registry. For example, the Registry stores information about
where the executable file for HotDocs is located on disk, as well as which word
processors HotDocs supports. It also sets some preliminary file location information for
the various files HotDocs uses, including information about library files and template set
files. All of this information must be registered in order for HotDocs to work correctly.
Current User Setup
When you install HotDocs, the installation creates a folder named Source in the HotDocs
program folder. This folder contains several files, including word processor macro or
startup files, the user spell-checking dictionary, and the HotDocs tutorial files. These files
must be in user-specific folders on the disk. However, because multiple users may use a
single workstation, HotDocs Setup doesn’t install these files. Instead, when a user logs on
to the workstation and runs HotDocs, the Current User Setup copies these files to the
correct locations for the user. (See Default File Locations in HotDocs 11.)
The Current User Setup also registers information about each user in the Current User
key of the System Registry. This information includes default file locations for such things
as templates, answer files, and library files. As each user specifies preferences for
working with HotDocs, these settings are likewise written to the Current User key. This
allows each workstation user to have his or her own HotDocs settings without other users
overriding those preferences with their own.
The Current User Setup happens each time a user starts HotDocs. This means that each
time you run HotDocs, HotDocs checks to make sure all of the required files (such as
word processor startup files) are located where it expects to find them. If the file isn’t
found, HotDocs replaces it using a copy it finds in the Source folder.
Even if you delete the tutorial files that are installed to your default Templates
folder, because of the Current User Setup, the next time you launch HotDocs,
HotDocs will recopy the files to that folder. To keep this from happening, open the
Source folder, select the Tutorials subfolder and press Delete.
Restore Installation Defaults
At times, you may want to restore default settings in HotDocs. You can accomplish this by
clearing the Current User key of the Registry.
Please see Restore Installation Defaults for instructions on how to do this.
Default File Locations in HotDocs 11
When you install and use HotDocs, the program makes several entries in the System
Registry that indicate to HotDocs where to look for files, as well as where to suggest you
save files. (See Understand HotDocs Installation.) In most situations, HotDocs uses this
information each time you perform a task in HotDocs. For example, each time you create
a new template, HotDocs suggests a default location for the new template, based on the
information it finds in the System Registry.
The following is a list of these default locations:
In Windows Vista, the My Documents folder has been renamed as Documents.
The All Users Documents folder has been renamed as Public Documents.
Spelling Dictionary File
Even though HotDocs saves all template types to
this folder, it still maintains separate default settings
for text templates, form templates, and interview
WordPerfect Macro Files
Word Processor Macro Folder
MS Word Startup Files
Word Processor Startup Folder
All Users Documents\HotDocs\Templates
Text Document Files
Word Processor Documents Folder
Form Document Files
All Users Documents\HotDocs\Catalogs
Publish Settings Files
If you need to change these default locations after HotDocs is installed, you can do so at
HotDocs Options. See Change Word Processor File Locations and Change HotDocs
Program File Locations for details.
For information on installing HotDocs Player with other HotDocs products click
If you are upgrading from HotDocs 6.1 or earlier and your libraries are saved in the
HotDocs 6 Program Files folder, HotDocs will set this folder as the default location
for libraries. If you do not have library files saved here, HotDocs will use My
If you perform a custom installation, HotDocs will install files and set registry
entries using the information you specify during installation. Whatever settings you
specify during installation will be used for all users of the workstation.
HotDocs Developer Help File
Compatibility of HotDocs 11 Files with Earlier Versions of HotDocs
This topic describes the compatibility of files between earlier versions of HotDocs and
Installation of Program Files
When you install HotDocs Developer 11 over earlier versions of HotDocs Developer or
Professional Edition (starting with HotDocs 6), it overwrites that installation.
Template libraries created and saved in HotDocs 2008 and earlier were saved in binary
format. Starting with the release of HotDocs 2009, however, template libraries can be
saved in either binary format or as XML. When you open an existing template library in
HotDocs 11, HotDocs keeps it in binary format until you either manually convert the file to
XML format, or you attempt to use foreign characters in the properties of the library, at
which time HotDocs will prompt you to save the file in XML format. (To manually save the
file in either format, choose Save Library As from the File menu and then choose the
option you want from the Save as type drop-down list. Foreign characters are characters
that are not compatible with your system's default language.)
HotDocs 6 through HotDocs 2008 supported binary answer libraries (or answer libraries
with the .HAL file name extension). Starting with the release of HotDocs 2009, however,
HotDocs now supports both binary answer libraries and XML-based answer libraries
(which use the .HDL file name extension). By default, HotDocs will continue to use binary
answer libraries as long as the answer file properties of items in the library use characters
that are compatible with your system's default language. If you define answer file
properties that contain foreign characters, HotDocs will create an XML-based answer
library (so that it can properly display these characters in the Properties tab of the library
If you are working in HotDocs 11, but the library needs to be compatible with
HotDocs 2005-2008, do not use any foreign characters (for example, characters
that are not compatible with your system's default language) in the library
properties. Any foreign characters you use will appear as boxes or question marks
in HotDocs 2005-2008.
Templates and Component Files
If you are upgrading from earlier versions of HotDocs (starting with HotDocs 6), you will be
prompted to convert your component files to HotDocs 11 format. When you make this
choice, you can choose to either convert the file to the current, HotDocs 11 format, or you
can choose to keep it in the format it was last edited in. So, for example, if you are
Documents you may be interested
Documents you may be interested