A HotDocs Model is one in which the text of the document changes, depending on the user. Frequently, a HotDocs Model also contains variations of text, which you can change, add, or remove, depending on the user. Examples of HotDocs Models include wills, legal filings, real estate contracts, and so forth.
For example, say you have a will that could include different provisions for different inheritance scenarios. Some provisions should be included if you're drafting a will for one type of client, but those same provisions should be left out for other types of clients. With a HotDocs Model, you keep all of the different text variations in a single document, rather than storing the text in separate documents. Then you can markup the document so that only the correct versions are used, depending on answers the user gives.
You mark up HotDocs Models directly in Microsoft Word so your documents must be in DOCX, DOC, or RTF format.
The Markup described in this help file requires the use of square bracket, forward slash, and backslash characters. If a HotDocs Model includes any of these special characters, you must mark them to show they are intended to appear as literal text in the document rather than as markup characters. See Mark Special Characters for instructions on doing this.
