At a Glance: Publishing Options (The Publishing Wizard)

A

B

C

D

E

 

After opening Publishing Wizard from the toolbar (or Tools menu) in your HotDocs Library you will be presented with a series of dialogs containing different options for publishing templates and template sets.

In the Publishing Options Dialog you will first be able to choose from a list of 6 options A:

  • Standard Templates: Publishes the selected templates as standard template files. The template and component files will be copied to the same folder and protected with any protection options you select.
  • Individual auto-install files (HDI): Compresses and publishes the selected template, related files, and HotDocs library as individual auto-install (HDI) files. When HotDocs is passed an auto-install file and the library already exists in the library folder, HotDocs either updates the existing content or creates new library entries with the contents of the .HDI.
  • Individual auto-assemble files (HDA): Compresses and publishes the selected template or templates as individual auto-assemble (HDA) files. When HotDocs is passed an auto-assemble file, it "unpacks" all the files and starts assembling. When it finishes, HotDocs deletes the files.
  • Template set in a single auto-install file (HDI): Compresses and publishes multiple templates, related files, and HotDocs library as an auto-install (HDI) file. When HotDocs is passed an auto-install file and the library already exists in the library folder, HotDocs either updates the existing content or creates new library entries with the contents of the .HDI.
  • Template set in a single auto-assemble file (HDA): Compresses and publishes multiple templates as one auto-assemble (HDA) file. When HotDocs is passed an auto-assemble file, it decompresses all the files and starts assembling each document as if the user had selected multiple templates at the library. When it finishes, HotDocs deletes the files.
  • Template files for use with HotDocs Server: Publishes the HotDocs Server files required for assembling a template on a server. The files generated include the template file (.WPT, .HPT, .DOCX, or .RTF), the component file (.CMP), the template manifest (.manifest.xml), and any additional files (typically graphics) as necessary. Before publishing, you must enable the template for use with HotDocs Server. To do this, make the change at Component File Properties.

Below this list are two check boxes B. Check the first box to have HotDocs include templates used in INSERT and ASSEMBLE instructions and check the second box to make the published files compatible with HotDocs 2006-2008.

Next there is a text field C where you can enter the file path for the folder where you would like to save the published templates. You can click on the arrow at the right of the field to see a drop down list of recently used folders or you can use the Browse button to the right to navigate to the folder you need.

Below this is a drop-down list D where you can choose a web destination if you are uploading the published files to the web. You can also use the Edit Web Destination button to the right to open the Web Destination dialog box and select a new URL.

At the bottom left of this dialog is the Load Settings button E. If you click on this you can navigate to previously saved publishing settings (see Save Publishing Settings).

You can move along to the next dialog by clicking the Next button.

To learn more about publishing options follow the links below: