INSERT "FILENAME"

The INSERT instructionAn instruction that inserts one template into another. For example, if boilerplate text needs to be used in multiple documents, a template An instruction that inserts the contents of one template into another. For example, if you have boilerplate text you need to use in multiple documents, you can create a template that contains that text and use the Insert intruction in each template that requires the boilerplate text to insert that content. This way, if you need to make a change to the text, you only need to update one template. inserts a clausePredefined sections of text that can be selected and added to an assembled document. Usually clauses are grouped together in a clause library so users can choose which ones they want to insert, although some clauses are merged in the document automatically., a clause library, or a template into the documentThe file that is created after a template has been assembled. currently being assembled .

Templates can be inserted from any location, as long as you specify the correct folder path information.

The INSERT instruction differs from the ASSEMBLE instruction in that HotDocs immediately processes the INSERT instruction and inserts the template, clause, or clause library into the current document. If there are variables to be answered, HotDocs presents them before finishing the interviewA series of dialogs, each containing one or more questions which HotDocs generates from the variables you add to your template. The template's user must answer the questions in the interview before HotDocs can assemble a custom document. You can view the interview by clicking the Interview tab of the assembly window. The left pane of the assembly window displays an outline of the interview. As the user answers questions, the outline tracks the user's progress through the interview. of the main document.

To create a simple INSERT instruction, you can click the INSERT FieldA place in the template that denotes where users' answers should be merged, or where a specific instruction should be executed. In a text template, a field is denoted by chevrons. In a form template, a field is denoted by a colored box that is overlaid on the form's static text. button and insert the instruction directly in the template. However, if you want to insert a more complex instruction using conditional logic, you may need to use a Computation variableA type of component that performs calculations or executes other instructions within the template. Computation variable scripts are created using the HotDocs scripting language..

Often an organization’s documents include sections that are used frequently (boilerplate language), such as company letterhead or attorney information blocks. Rather than recreate these parts of a document each time you automate a template, you can save just the letterhead or the information block as its own template and then use an INSERT instruction to include it in the templates that require it. For example, let's say you have a specific attorney information block you use in pleadings. You would create a template that contains only the attorney information and then use the INSERT instruction to insert it:

«IF Attorney Information Required»

«INSERT "Attorney Information Block.docx"»

«END IF»

In text templates, if the inserted template contains unanswered variables, HotDocs asks these variables. After the inserted template is assembled, HotDocs finishes assembling the main template. In contrast, with form templates , HotDocs appends the inserted form template to the main form. Once it finishes assembling the main form, it then assembles the inserted form template.

Inserted text templates may have formatting that differs from the original template. Headers, footers, and margins can often be controlled more easily by using word processor section breaks.