Assign Folio Help as a Resource

You can use information from a Folio Infobase as a resource. The Folio infobase must be in the same folder as the template.

To assign Folio help as a resource

  1. Open the variable or dialog to which you want to assign resources. (See Edit a Variable or Edit a Custom Dialog.)
  2. Click the Resource tab.
  3. Click the Resource type drop-down button and select Folio Infobase.
  4. Click the Open button next to Infobase file field and locate the infobase (.NFO) file.
  5. In the Jump link field, type the name of the jump link.

During assembly, HotDocs displays a link in the resource pane, which the user can click to open Folio Views. The information from the infobase appears.

See Additional Support Information for Folio Views 4.2 for more information on using Folio help.