Introduction: Use Template Manager

You can use Template Manager to manage both templates and component files.

The following is an example of a template library that is being "managed" using Template Manager. A list of templates in the library appears on the left, while a list of components used in the templates appears on the right.

Manage Templates

Template Manager allows you to view a list of items referenced in a library. This view includes templates and any files referenced by the templates, including component files, inserted templates, clauses, clause libraries, and so forth. Template Manager can also report any problems it finds with files you are managing.

You can use Template Manager to convert multiple documents either to HotDocs 11 format or to DOCX. Additionally, you can use Template Manager to rename templates. Using Template Manager to do these tasks can ensure that any changes you make in one file will be reflected in any other files referenced by it.

Manage Components

Template Manager provides a comprehensive overview of component usage in templates, inserted templates, clause libraries, and component files, as well as the dependencies between all these files. You can also copy components to multiple files at once to ensure consistency across templates and component files. Likewise, you can rename components in multiple files. When you rename a component, the change is also reflected in the corresponding template files. Additionally, you can single out unused components so you can delete them from the component files, which can reduce the number of components with which you must work in a given file. Finally, you can modify the properties of several component files at once.