At a Glance: The Convert Files dialog box

A

B

C

After opening the Template Manager from the HotDocs Library and selecting a template, you can click on the Convert files button. From the Convert Files dialog box you can convert one or more templates or component files.

At the top of the dialog are four check boxes A, you can use these to decide what sort of conversion you would like to run. You can tick the first check box to convert older component files to work with HotDocs 11.

You can use the other three check boxes to select which format your template currently is, and then the two check boxes B to the right to select the format you would like to convert it to. You can select WordPerfect, MS Word DOT, or MS Word RTF templates to convert and from MS Word DOCX and MS Word RTF for the end format.

In the field below C you will see further details about the files to be converted.

If the file you are converting contains INSERTed files, Template Manager will convert both the parent template and any INSERTed templates or clauses.

Template Manager will not convert files used in ASSEMBLE instructions. However, you can convert these files at the main list and any ASSEMBLE instructions that refer to them in other files will be updated.

After a file is converted, Template Manager will search through the contents of the other files in the library to see if any of those files contain INSERT or ASSEMBLE instructions that refer to the template or clauses it just converted. If so, Template Manager updates the file name extension in those instructions so that the instruction correctly refers to the new file.

To learn more about converting files using the template manager follow the links below:

• Convert Multiple Templates to Work with HotDocs 11
• Convert Templates and Clauses to Microsoft DOCX