![HotDocs Author Workflow](assets/images/workflow-4.png)
Field Editor: Formatting Markers
In the Field Editor, under Regions and Rules, you can click Add formatting markers to add formatting marker fields. Marker fields tell HotDocs to capitalize characters, format the text between the marker fields, and perform actions such as adding web links to plain text in HotDocs.
Common Task
Field Type
The Field Type element of the HotDocs Field Editor declares whether the currently selected HotDocs Field is a placeholder field or an instruction field.
Desired Formatting
HotDocs applies the formatting features in Microsoft Word to format the text between the marker fields:
Element | What it Does |
Character formatting | Enables you to format the characters in your template in the following ways:
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Capitalization | Enables you to capitalize the characters in your template in the following ways:
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Actions | Enables you to add a Web link within the opening field. The text between the opening marker field (.w) and the end field (.we) remains unaffected. |
Field Toolbar
At the bottom of the HotDocs Field Editor, you have access to the following actions:
Buttons | What it Does |
Add Field | Adds the placeholder field to the template in the selected location. |
Navigation | When a placeholder field is selected, navigation buttons show. Use < and > to navigate to the next HotDocs field. When a conditional instruction is selected, such as ELSE IF, navigation buttons help you to match the corresponding instructions, such as END IF. |
Delete Field Button [X] | Selecting anywhere in a HotDocs field causes the Delete field button to appear. If you select outside a HotDocs field, or include anything besides a single HotDocs field, the button disappears (if it was previously visible), or else does not appear. Clicking the Delete field button removes the selected field completely. Clicking Microsoft Word's Undo button restores the field completely.
The Delete field button exists to solve a particular problem: In Microsoft Word, you can delete a HotDocs field by clicking in the field, then clicking the field's handle, and then pressing the DELETE key on the keyboard. However, if you select the field using only the keyboard, Word does not easily enable you to delete the field. You can do so by deleting all the content of the field and then pressing the DELETE key again, or if your cursor is just to the right of the field, you can press the Backspace button once to select the field's content, a second time to delete the content, then a third time removes the field. HotDocs provides the Delete field button to simplify this process. |