Editing an INSERT Template Instruction

Once you create an INSERT instructionAn instruction that inserts one template into another. For example, if boilerplate text needs to be used in multiple documents, a template An instruction that inserts the contents of one template into another. For example, if you have boilerplate text you need to use in multiple documents, you can create a template that contains that text and use the Insert intruction in each template that requires the boilerplate text to insert that content. This way, if you need to make a change to the text, you only need to update one template. in your template, you can edit the instruction at any time, including making changes to the text of the inserted templateA template whose contents you insert into another template's document assembly process using an INSERT instruction..

Although you can insert templates or graphics from any location, file names for inserted templates or graphics should be unique if you plan to publish templates for use on HotDocs Server or Cloud ServicesSee HotDocs Cloud Services..

To edit an INSERT Template instruction

  1. At the template, place the cursor in the INSERT fieldA place in the template that denotes where users' answers should be merged, or where a specific instruction should be executed. In a text template, a field is denoted by chevrons. In a form template, a field is denoted by a colored box that is overlaid on the form's static text. and click the INSERT Field button. The Insert FIELD dialog box appears.
  2. Perform either of the following tasks:
    • Click the Open button to select a new template to insert.
    • Click Edit Template and make any changes necessary.
  3. Click Save and Close.