Create HotDocs Template from Model

Once you have marked up a document, you can create a template from a HotDocs Model. Markup fields in the model are converted to variable and instruction fields. Once created, you can edit the template or assemble it.

To Create a HotDocs Template from a Model

1. At the HotDocs library, choose Create Template from Model (Template menu). The Create HotDocs Template from Model dialog box appears.
2. Click the Browse button next to the HotDocs Model file name field and locate the HotDocs Model.
3. Enter a file path and name for the newly created template in the HotDocs template file name field. (HotDocs automatically suggests the same name as the HotDocs Model, with the text .template appended to it.)
4. Optionally, select Add the new template to this library. This places a reference to the template in the HotDocs library.
5. Click OK. The template is created from the marked up HotDocs Model.