Install a Template Set

Some template sets are published as an auto-install file. Because these templates are published, you can't simply add the templates to an existing library. Instead, you must first install them. When you do, HotDocs installs the library and templates to the locations you specify. You can then access the templates.

To install a template set

1. At the HotDocs library window, click Install Templates (File menu). The Install Templates dialog box appears.
2. Locate and select the auto-install (.HDI) file you want to install, then click Install. The Install Template Set dialog box appears.
3. At the Specify where the templates should be installed field, accept the suggested Template Sets folder location, or click the Browse button to choose a different location.
4. Click the Choose where the library file should be installed drop-down button and choose whether to save the library to the shared Templates folder, the user-specific Libraries folder, or, if you installed the templates to a custom folder in step 3, to the same folder as specified for the templates.
5. Click OK. HotDocs installs the template set (including the library) to the locations you specified.