Template Manager Toolbar

The following buttons and commands appear on the Template Manager toolbar:

Button or Command Description
Open Window

Opens a new Template Manager window that shows only the components for the files you've selected in the file list. This makes it easier to copy components between files and helps control the number of files and components you are viewing. You can have as many windows open as necessary.
Expand All

Expands the list to show all top-level entries in the list with their related files.
Collapse All

 

Collapses the list to show only the top-level entries in the list.
Component Manager

Opens Component Manager.
Component File Properties

Opens the Component File Properties dialog box so you can modify properties across multiple files at once.
Convert Files

 

Converts the selected files to either the latest version of HotDocs or to DOCX format.
Copy Components

 

Copies the components so you can paste them in other files.
Paste Components

 

Pastes copied components into other template's component files.
Rename

 

Renames the selected file or component.
Delete

 

Deletes the selected component from the files you select.
Focus

 

Shows only the components for the selected template or group of templates. (Click Focus again to show all components.)
Components drop-down list Shows only the specific type of component you select.
Refresh

Regenerates the component database and updates the contents of the Template Manager window if you've made any changes.
Options

Changes specific settings for what information Template Manager displays in the components list.
Help:

Opens the relevant page of the HotDocs Help File.