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Adding a Placeholder Field for a Variable

When you're editing a template, you use the HotDocs Field Editor to add a placeholder field to the template to reference a variable.

To add a placeholder field for a variable

  1. Open a template.
  2. Select the text you want to replace, or position the cursor where you want to add a placeholder field.
  3. In the HotDocs Field Editor, from the Action box, select Add a Placeholder.
  4. In the Placeholder type box, select the variable type you want the placeholder to reference.
  5. In the Field properties box, under Variable, type the name for your new variable (or select an existing variable from the drop-down list).
  6. For a new variable, click Create Now.

For Selection variables, select an Option source; then (optionally) set the Assembly value property to define which column of the option source contains the values you want HotDocs to replace the placeholder field with during document assembly.

  1. The following tasks are optional:
    1. (Optional) Edit the properties for your variable by clicking the Edit component button this displays the appropriate variable editor (for example, the Text Variable Editor).
    2. (Optional) Link your variable to a dialog.
    3. (Optional) Choose a Format for your variable.
    4. (Optional) Expand Advanced properties to edit further component properties.

If you selected existing text when adding a placeholder field, you can select the Replace Multiple check box to display the replace options.

  1. Click Add Field.