Inserting Image Files into a Template

Using the INSERT instructionAn instruction that inserts one template into another. For example, if boilerplate text needs to be used in multiple documents, a template An instruction that inserts the contents of one template into another. For example, if you have boilerplate text you need to use in multiple documents, you can create a template that contains that text and use the Insert intruction in each template that requires the boilerplate text to insert that content. This way, if you need to make a change to the text, you only need to update one template., you can insert JPG, PNG, and GIF image files to a template's 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. You can do this in two ways:

  • Specifying an image external to the current template
  • Specifying an image located in the same template

If during template development, you do not know which graphic you should insert, you can use a variableA component that is used to represent changeable text (such as names, dates, numbers, etc.) in the template. Types of variables include Text, Date, Number, True/False, Multiple Choice, Computation, and Personal Information. INSERT instruction so that the file path and name can be inserted during document assembly. For details, see Specify File Names for Inserting Files During Assembly.

Inserting a Graphic File External to the Current Template

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 a graphic file external to the current template

  1. In the template, position the cursor where you want to insert the image file.
  2. Click the INSERT Field button. The INSERT Field dialog box appears.
  3. Select INSERT Image.
  4. Next to the Image file to insert field, click the Open button; then browse to and select the graphic file you want to insert.
  5. Click OK. HotDocs inserts the graphic at document assembly.

Inserting a Graphic File Stored in the Same Template  

You can insert a graphic file that is located in the same template.

To create an INSERT instruction using an existing image in the template

  1. In the template, click the image you want to include in a DOCX document. Field borders appear around the graphic.
  2. Click the INSERT Field button. The INSERT Field dialog box appears.
  3. Select INSERT image.
  4. Enter a name for the DOCX document in the Image file to create field. (To specify a folder location different from the template, click the Open button and browse to the folder.)
  5. Click OK. HotDocs removes the image from the template, copies it to an DOCX document, and inserts the INSERT Image instruction.