Opening a Dialog For Editing

Before you can edit a dialog, you need to be able to open it; you can do this either from Component Studio, or (in the case of Linked Dialogs) from the HotDocs Field Editor.

Prerequisites

To use Component Studio to open dialog

  1. Open Component Studio.
  2. In the Components list to the left, double-click the dialog to open it for editing.
  3. Use the dialog editor to customize your dialog.

To use the HotDocs Field Editor to open a linked dialog

  1. Open a template.
  2. Either add a placeholder field for a variable, and as part of this process, designate a dialog to link your variable to, or select an existing variable with a linked dialog.
  3. Click the Edit Component button ().