Create HotDocs Model from Template

You can create a HotDocs Model from an existing HotDocs template. Saving templates as models allows you to share your templates with subject matter experts unfamiliar with HotDocs. As long as those experts understand (and use) the markup rules specified in this help file, they can further automate the template and use it with HotDocs User to assemble documents from it.

When you create a model from a template, HotDocs converts variable and instruction fields to markup fields. Variable and instruction properties are stored in tables at the end of the document. Component file properties are saved in an embedded component file.

Some template development features are not supported in HotDocs Models. This includes pointed component files and clause libraries.

To Create a HotDocs Model from a Template

1. At the template library, select the template you want to export.
2. Click Create Model from Template (Template menu). The Create HotDocs Model from Template dialog box appears.
3. Optionally, change the name of the HotDocs Model in the HotDocs Model file name field. (By default, HotDocs appends the text .model to the file name. This helps distinguish between it and the original template file.)
4. Optionally, select Add the new model to this library to add a reference to the model to the library. This allows you to more easily assemble the HotDocs Model using the Assemble command.
5. Click OK. HotDocs exports the template as a model. You can further edit the model or distribute copies of it to others for review or additional markup.