Inserting an Existing Template's Contents into Another Template's Document Assembly Process

You can use the INSERT instruction to insert the assembled contents of another template into the document assemblyThe process HotDocs goes through as it processes scripts in the template and merges answers into the document produced from the template. At the end of the assembly process, the user has a document tailored to his or her needs. process of the template containing the INSERT instruction.

Although you can insert templates or graphics from any location, file names for inserted templates or graphics should be unique if you plan to publish templates for use on HotDocs Server or Cloud ServicesSee HotDocs Cloud Services..

To insert an existing template

  1. At the template, position the cursor where you want to insert the section of text.
  2. Click the INSERT Field button. The INSERT Field dialog box appears.
  3. Select INSERT Template.
  4. Click the Open button and select the template.
  5. Click OK. The new INSERT instruction is added to the template.

Once you have created an INSERT instruction, you can edit it by placing your cursor in the instruction and clicking the INSERT Field button again. (See Edit an INSERT Template Instruction.)

In Microsoft Word, you can also add INSERT instructions either by clicking on the HotDocs drop-down menu in the HotDocs toolbar and choosing INSERT FieldA place in the template that denotes where users' answers should be merged, or where a specific instruction should be executed. In a text template, a field is denoted by chevrons. In a form template, a field is denoted by a colored box that is overlaid on the form's static text., or by right-clicking in the template and choosing INSERT Field from the shortcut menu.