Insert a Clause Library into a Template

Once you add clauses to a clause library (see Add Existing Clauses to a Clause Library), you can insert the library into the template so it will appear during the interview. When the library appears, users can select and order the clauses they want to appear in the document. You can insert any clause library into the template, as long as the library, its clauses (stored in the clause archive (.HCL) file), the template, and the component file are all stored in a folder HotDocs can find.

To insert a clause library into the template

1. At the template, place the cursor where you want the library to be inserted. (If you've divided the whole document into clauses in the library, the template may show no text at all.)
2. Click the INSERT Field button. The INSERT Field dialog box appears.
3. Select INSERT Clause Library.
4. Click the Open button next to the Clause library to insert field to browse for and select the file. Click OK when you are finished.

To insert a clause library that is located in a folder separate from its host template, you must include the folder path, or at least some portion of it. For example, a clause library can be inserted from a subfolder of the host template («INSERT "Subfolder\ClauseLib.hdl"»); or it can be inserted using a full file path («INSERT "C:\My Documents\ClauseLib.hdl"»); or it can be inserted using a reference path («INSERT "^referencePath\ClauseLib.hdl"»).