Understand How Clauses Work

When working with clauses and clause libraries, it is useful to understand the underlying functionality, including the files that control how clauses and clause libraries work.

When you create a clause library and add clauses to it, HotDocs creates and uses the following files:

  • Clause template file (.DOCX, .DOT, .RTF, .WPT): This file contains the text of the clause component. When you create a clause template file, HotDocs generates an eight-character file name based on the clause component name, then appends the appropriate file name extension, and, finally, adds the clause to an archive file (see below). If the clause name is less than eight characters, HotDocs adds underscores to make the template name the right length.
  • Clause component file (.CMP): When you create a clause, HotDocs creates a clause component, which is added to a component file. If you create a clause at a template, the clause component go in the template's component file. But if you create a clause at a clause library, HotDocs creates a new component file that is associated with the clause library and stores the clause component in it.

In addition to storing the clause components, the clause component file also stores other components used in the clause text, such as variables, dialogs, and scripts.

  • Clause library file (.HDL): This library file contains an organized set of shortcuts that correspond to a set of clauses stored in the HotDocs clause archive file (see below). The clause library file gets its name based on where it is created—either at the template or at a template library. For example, if you create a clause library while editing contract.rtf, the clause library file name becomes contract.hdl. However, when you create a clause library at a regular template library, you specify the file name.
  • Clause Archive file (.HCL): This file contains a set of related clauses in compressed, or zipped, format. When you edit or assemble a document using clauses, this file is unzipped and each clause template file is extracted as needed to a temporary folder. When the clauses and clause library are no longer in use, the clause template files are zipped and saved to the clause archive file, and all temporary files are deleted.

These files work simultaneously to organize and store clauses. The clause library file, the clause template file, and the clause component file are all located in the word processor's template folder, along with the other HotDocs templates.

If you are uncertain about a clause's shortened name or file format, you can view the name in the Clause identifier field at the Clause Editor.

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