Preview a Template Before Assembling It

To help you identify the correct template, you can preview the template before you select it for assembly. The Preview tab shows the text of the document, as well as where HotDocs variable fields are merged.

To preview a template

  1. At the HotDocs library window, select a template.
  2. Click the Preview tab. The library window changes to show the template text.

To remove the Preview tab from the library window, choose Preview Tab (View menu).

To move the Properties and Preview tabs to the top of the pane, select Tabs at Top (View menu.)

The Preview tab shows the information in the template correctly; however, it may not be formatted correctly—particularly when previewing WordPerfect templates. Additionally, previewing form templates will not show you variable fields.

You can preview a simpler version of the template by choosing Markup View at the template library window. This changes the preview so it shows simple mark-up fields, rather than complicated automation. (Markup View is supported for Word templates only.)

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