Check for Template Set Updates

If you are using a published template set, HotDocs can check for updates to the set at regular intervals and notify you when updates are available. Updates can include new or revised template files, or they may include an important message from the template provider. Although the frequency of automatic update checks is set by the template provider, you can manually check for template set updates at any time.

To check for template set updates

  1. At the HotDocs library window, click Update Template Sets (Tools menu). The Update Template Sets dialog box appears.
  2. Select the template sets for which you want to check for updates, then click OK. The Template Set Update Progress dialog box appears, showing the progress as HotDocs checks for updates.
  3. When HotDocs has finished checking for updates, the Install Template Set Updates dialog box appears, displaying a list of updates. You can work with this list as described in the following table:
To Do This
Install specific update items Select Install for each item you want to install.
Discard an update item to prevent HotDocs from prompting you to install the update Select Discard for the item. If this box is disabled, the template provider has marked it as a required update and it cannot be discarded. (You can choose to not install the update, but it will be displayed every time you check for updates.)
View a list of discarded updates Select Discarded updates. The list changes to include discarded items.
View a list of all installed updates Select Installed updates. The list changes to include installed updates.
Reinstall an update Select Installed updates, then select the update you want to reinstall from the list.
  1. Click Continue. HotDocs installs the selected updates.

You can hide the Template Set Update Progress dialog box or choose which template sets are checked for updates in the HotDocs Options dialog box. (See Determine How Frequently HotDocs Checks for Template Set Updates.)