Assemble a HotDocs Model

Once you have created a HotDocs Model, you can add the model to the HotDocs template library and assemble it using HotDocs.

To add the document to the library and assemble it

  1. Start HotDocs.
  2. At the template library, click the Add Item button. The Add Item dialog box appears.
  3. Click the Type drop-down button and choose HotDocs Model from the list.
  4. Click the Browse button next to the File name field. The Add Item File Name dialog box appears.
  5. Locate and select the HotDocs Model and click OK.
  6. Enter a title in the Title field and click OK.
  7. Once added, select the HotDocs Model in the item list and click Assemble.
  8. Complete the assembly process.  

By default, when HotDocs generates an interview from a HotDocs Model and displays the questions, it shows the surrounding text in the resource pane of the assembly window. This can help provide context for the question being answered. (To view the resource pane, click the Dialog Resource Pane button. (You can keep resources from appearing in your interview by defining a setting in the Settings table. See Define Settings for a HotDocs Model for details.)

When you add a HotDocs Model to the template library, HotDocs appends the HotDocs Model command-line option ( /mo) to the file path. This indicates to HotDocs that this is a HotDocs Model and not just a regular Word document.