Edit a Form Template

You can open existing form templates in three different ways:

To edit a template from the HotDocs library window

1. At the HotDocs library window, select the form template.
2. Click Edit. The HotDocs Automator window appears, showing the form template.

To edit a template from the HotDocs Automator window

1. At the HotDocs Automator window, click the Open Form button. The Open dialog box appears.
2. Locate and select the form template you want and click Open. The Automator window appears again, showing the form template.

To edit a template from Windows Explorer

1. Using Windows Explorer, locate the form template you want.
2. Double-click the icon for that form template. The Automator window appears, showing the form template.

You can also drag a template icon from Windows Explorer and drop it into the HotDocs Automator window. The form will then open for you to edit.