Enable Document Editing Options for All New Templates

Document editing options are currently available for Microsoft Word users only.

Often, as users are reviewing their assembled documents, they may need to see exactly where their answers have been merged. Sometimes they may need to edit or change those answers as well. To allow this functionality for your users, you must specify the component file property for each of the templates in your set. Rather than set it in each template individually, you can specify an option that will set this property in each new template you create.

Specifically, these options allow the user to highlight where answers in the document have been merged, and edit the answer while at the Document Preview tab.

For more information on working with the assembled document, see Edit Answers at the Document Preview Tab.

To set the component file properties for editing text documents

1. At the HotDocs library, click the Options button. The HotDocs Options dialog box appears.
2. Click the Template Development folder. The window changes to show several different template development options.
3. In the Component File Properties for New Templates group, select Mark answers in assembled documents.
4. Optionally, select Enable Edit Answer at Document Preview tab.

Now, in each new template you create, these component file properties will be set.

To set the properties for existing templates, change them at the Component File Properties dialog box (see Change Component File Properties) or change the properties in multiple templates at once using Template Manager (see Modify Component File Properties Across Multiple Files).