Edit a Template

Once you have automated a text or form template, you may need to make changes to your work. You can edit variables, dialogs, instructions, and other features.

To edit a template

  1. At the HotDocs library, select the template and click Edit. The template opens and the HotDocs Edit toolbar appears.
  2. Once the template is open, you can edit variables, custom dialogs, REPEAT instructions, INSERT instructions, and IF instructions.
  3. When you finish, click the Close Template button to save your work and close the template.

If Word opens to the default HOME tab ribbon, click on the HotDocs tab to start using HotDocs commands.

HotDocs does not support templates with embedded mail merge data. You need to remove this data before assembling the template.