HotDocs Automator Toolbar

The following table gives a summary of the Automator toolbar buttons, many of which are also on the assembly window toolbar:

Button Name	What it Does
HotDocs Library	Opens the HotDocs template library. If the library is already open, it brings it to the front.
New Template	Creates a new, untitled form template.
Open Form	Opens an existing form template.
Save Form	Saves any changes you've made to the current form template and component file.
Print Form	Prints the template currently displayed.
Field Properties	Displays the Field Properties dialog box, where you can change how the answer the user enters is merged in the assembled document.
Answer Font	Displays the Font dialog box, where you can change the font face, size, or style for the answer.
Detect Field	Scans the static content around the selected area for lines and text, and then moves the selected field into position. If no field is selected, creates a new field.
Align Fields	Displays the Align dialog box, where you can arrange the size and layout of multiple fields.
Undo	Removes the most recent changes you've made to the template.
Redo	Reapplies any changes you may have undone.
Variable Field	Displays the Variable Field dialog box, where you can attach a new variable to a field, or edit the merge field properties of an existing variable.
Edit Component	Displays the Variable Editor, where you can edit the component properties of the selected variable.
Component Manager	Opens Component Manager, where you can work with the components used in the template.
Test Assemble	Starts a test assembly, showing how the current template will appear to users during assembly.
Fill Tool	Allows you to click on a field and enter a test answer.
Select Tool	Creates new fields (on double-click); also selects and moves existing fields.
Select Text and Fields Tool	(HotDocs form templates (.HFT) only) Creates new fields (on double-click); also allows you to select underlying template text.
Scroll Tool	Scrolls the template vertically and horizontally.
Zoom Tool	Changes the view, increasing or decreasing the magnification.
Page Width	Changes the view to fit the left and right edges of the template in the window.
Full Page	Changes the view to fit the top and bottom edges of the template in the window.
Show Fields	Shows and hides the colored HotDocs variable fields.
Show Variables	Shows and hides the names of variables attached to each field. (Hiding variable names lets you enter test answers in the fields so you can test the field properties you've assigned. See Preview the Formatting of Answers in a Form Field.)
Show Thumbnails	Shows and hides the Thumbnails pane. You can click on a thumbnail (a small image of each page in the template) to move through the template.
Previous Page	Changes the view to show the previous page.
Next Page	Changes the view to show the next page.
HotDocs Options	Opens the HotDocs Options dialog box where you can customize how HotDocs works.
Help	Opens the At a Glance: The Automator Window page of the Help file.

When you highlight a command on a menu or point to a toolbar button, a description of the command displays in the status bar at the bottom of the window.

You can hide the toolbar and the status bar by choosing Toolbar or Status Bar (View menu). To redisplay the toolbar or status bar, choose those commands again.