At a Glance: Form Documents (HotDocs Options)

A

B

C

D

E

F

 

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

After opening HotDocs Options from the toolbar (or Tools menu) in your HotDocs Library you can choose from a list of option pages in the left hand pane A.

If you click on Form Documents you will see the Form Documents Options dialog box, from here you can set options to decide how new form documents appear and function.

This section of options B at the top of this dialog allow you to choose some of the main setting for new form documents. Using the three drop-down lists you can select the type of measurements used in the document, which color theme to use for HotDocs Automator; you can choose whether to automatically send PDF-based forms to Adobe Acrobat or HotDocs Filler.

The option to Send Assembled PDF-based forms to Adobe Acrobat does not work with .HFT templates as they are not PDF based. If you need to send the assembled form to Adobe Acrobat you should save your .HFT templates as .HPT templates before choosing this option.

The next section C allows you to set options on how the form document first appears upon opening. You can use the three check boxes to decide if you would like HotDocs to highlight fields, show variables, and/or show thumbnails. Using the drop-down list to the right you can also decide on the initial zoom level for the form.

In the next section D you can choose which warnings HotDocs can display when filling. You can have HotDocs warn when leaving a field that has overflowed, warn when typing in a restricted field, warn when overriding a field, and/or warn when attempting to create a field using the fill tool.

In the section below E you can set two options for printing form documents. You can tick the check box to have HotDocs remember the printer used for forms and you can choose from the drop-down list whether you use HotDocs, Adobe Acrobat, or HotDocs should Always Ask which program to use to print PDF-based forms.

In the last section F there are two check box options that allow you to set options for recovery in HotDocs Automator. Check the first box to have HotDocs create backup copies of the original templates and check the second box to have HotDocs maintain auto-recovery files while you are editing templates.

To find out more about setting options for Form Documents follow the links below: