Move Items to New Locations on Disk

Using the Move command (Template menu) at the HotDocs library window, you can move template and clause library files to new locations on your local disk or network. Using this command also updates the library reference to the file. (Moving files in other ways, for example, by using Windows Explorer, requires that you manually update the library reference.)

To move template and clause library files

1. At the HotDocs library window, select the templates and clause libraries you want to move.
2. Click Template menu>Move.
3. Browse to the folder where you want to copy the template or templates.
4. Click OK. HotDocs removes all associated files except for inserted templates (component files, default answer files, and so forth) from the old location, pastes them at the new location, and then updates the references to the files in the HotDocs library.

HotDocs handles the Move command a little differently if you are moving the template from a folder that contains another template with the same file name but different file name extension (for example, if you are moving Invoice.docx from a folder that also has Invoice.wpt). In such a case, HotDocs copies the associated component file to the new folder, but does not delete it from the original folder because it is still needed by the other template.

You can also copy templates to new locations on disk and have the library reference updated. See Copy Templates to New Locations for details.   

When a template has insert fields, HotDocs does not move those inserted templates along with the parent template. If you want to move a template that has insert fields you can use the Publishing Wizard to publish the initial template to the new location as a standard template file and HotDocs includes a copy of all the files necessary for assembly.