Change the Properties of a Single Library Item

You can change the title and description of a library item. If the item is a template or clause library, you can also change the file name and add command-line options.

Changes made at the Item Properties dialog box affect only the reference to the item—not the template or clause library files themselves. For example, if you change a template's file name at the Item Properties dialog box, it does not change the template's name on your local disk or network. Unless you also update the underlying file, the template may no longer work because the reference is incorrect. (See Rename Templates Using Template Manager for information about renaming templates and having all references to the file updated—including in the library.)

To modify a library item

1. At the HotDocs library window, select the item you want to modify.
2. Click the Properties button. The Item Properties dialog box appears.
3. Make changes based on the following options:

To	Do This
Change the file path	In the File Name field, type the new file path, or click the Browse button and specify a new path.
Change the item title	In the Title field, either type a new title in the field, or click the Get Title button to use the default title. (Titles can be 100 characters long.)
Change the command-line options	In the File Name field, type the new options. (For example, Refund.wpt /af=bwhittington.anx). See Introduction: Command-Line Options.
Change the item description	In the Description field, enter a new description. (The description appears in the Properties tab when the library item is selected.)

You can change the properties of several other library items at once. See Change the Properties for Multiple Items in a Library.