Using a Computation to Insert a Template into Another Template 

When you're editing a template, you use the HotDocs Field Editor to add a placeholder field to the template to include external templates using an INSERT instruction.

To insert a template using a computation

  1. Open a template.
  2. Position the cursor where you want to add the contents of another template during document assembly.
  3. In the Field Editor, from the Action list, select Add a placeholder.
  4. In the Placeholder type list, under Computed Values, click Computation.
  5. In the Field Properties computation field, type a name for your new computation (or select an existing computation from the drop down menu).
  6. Click Add Field.
  7. In the Field Properties computation field, click Edit Component .
  8. In the Computation Editor, set the Result type to None.
  9. In the script tab, type INSERT "File Name.docx".
  10. Click Close.

If the template you want to insert is located in another folder, you must include the full file path before the template name. For example, INSERT "C:\Documents\HotDocs Author\Workspace\EmploymentContract.docx".

Upon document assembly, HotDocs will insert your external template in place of the INSERT instruction.