HotDocs Author WorkflowCreate a template Add placeholders Group variables in dialogs Create regions and rules Customize an interview Upload a template

Editing a Placeholder Field

You use the HotDocs Field Editor to edit a placeholder field in a DOCX or Plain text template.

To edit a placeholder field

  1. Open a DOCX or Plain text template and click the HotDocs placeholder field you want to edit.
  2. In the HotDocs Field Editor, change any field properties you need including:
    • Use the Variable box to change the component attached to this placeholder field (by specifying a different variable name)
    • Use the Format drop-down list to set the format HotDocs uses when an answer replaces the (currently selected) field during assembly.
    • Use the Advanced Properties to set further field level behavior
  3. (Optional) Click the Delete button or remove all of the text from a field to delete this placeholder field in the template.
  4. When you finish, click elsewhere in the template and HotDocs saves your change.

To apply changes to every instance of a component you can edit the components Default Field Properties in Component Studio.