At a Glance: The Create HotDocs Template from Model Dialog Box

Illustrations used throughout the help file depict HotDocs Developer and may include features not present in HotDocs Developer LE Player User.

After clicking on Create HotDocs Template from Model in the Template menu of your HotDocs Library you will see the Create HotDocs Template from Model dialog box.

In field A you need to select the HotDocs Model you wish to import. The easiest way to do this is to click on the Browse button to the right of field A and navigate to the document you want to import.

HotDocs will automatically fill field B with the same file name as your chosen HotDocs Model. If you would like to use a different file name for the template you can type it into field B.

If you check box C then HotDocs will put a reference to the newly created template into the HotDocs Library you have open. If you would not like to add the template to this library then make sure this box is unchecked.

Go here for more information on creating a HotDocs template from a model.