Organize the Contents of a Library

Once you create a library and add templates to it, you often want to organize the contents of the library into logical groups. This may include grouping items by subject matter in folders, or grouping items alphabetically. Additionally, you may need to print a list of templates in the library or remove templates you no longer need.

To organize the contents of a HotDocs library

1. At the HotDocs library window, open the desired HotDocs library. (See Open a Library.)
2. Use any of the following commands to work with files in the library:

To	Do This
Add a folder to the library so you can group library items	Choose Add Folder (Edit menu). The Add Item dialog box appears where you can specify the folder name and a description. (Once you create a folder, you can move items to it.)
Print a list of the titles, file names, and descriptions of templates and folders in a library	Click the Print Library button. (See Print a List of Items in a Library.)
Remove an item from the library	Select the item and click Remove Item button. (See Remove Items from a Library.)
Remove an item from the library and places a copy of it on the Clipboard so you can paste it elsewhere in the library	Select the item and click the Cut button.
Copy an item in the library to the Clipboard so you can paste it elsewhere in the library	Select the item and click the Copy button.
Paste an item to a new location in the library	Select the folder in the library where you want the item pasted and click the Paste button.
Sort items in a library in ascending or descending order based on their titles	Select the folder on which you want to sort, and click the Sort button. (See Sort Items in a Library.)
Change an item's file name, title, or description	Select the item and click the Properties button.
View the file names for templates in the library (rather than the template titles)	Choose File Names (View menu). (To view template titles again, choose Template Titles.)
Search for a specific template in the library list	Type the text for which you are searching in the Find field. HotDocs will show only those files that contain the search text in the template title, file name, or description. (See Search for a Specific Template in a Library.)
Group templates you use most frequently in a Favorites folder	Select the template and choose Add to Favorites (Edit menu). (See Create a Favorites Folder in the Template Library.)