HotDocs Author workflow — Manage Components

Creating a Fixed Table Component

You create a Fixed Table component from within Component Studio when you want to use a Selection variable to present your template users with a list of options to choose from in your interview.

To create a Fixed Table component

  1. Open Component Studio icon Component Studio.
  2. In the Components tab, click Add component iconCreate new component and from the drop-down menu select Fixed table icon Fixed Table.
  3. Type the name you want to give the Fixed Table; then click OK.
  4. In the Columns tab create columns for your Fixed Table component by typing a Name for each column, and choosing the Type of data the column can display.
  5. Select the Key check box for the column of values that HotDocs should merge into the document when a user chooses from a Selection variable during the interview.

You can select one or more key columns in a table component. 
If you select a single key, HotDocs can automatically use the value from that column as the answer for a Single Select variable during interview.
If you select multiple keys, you must use the dot operator to specify which column's value should be used as the answer, e.g. SelectedEmployee.Department

  1. (Optional) Use the Notes tab to add a note to the Fixed Table component.
  2. When you finish, click Save.