Foundational HotDocs Author Terms

The following terms appear in the order in which they occur in the basic HotDocs workflow.

# Term Definition See Also
1. Workspace Explorer The first window you see in HotDocs Author, used to display and manage templates. Workspace Explorer
2. workspace A set of (often related) HotDocs templates you store in a HotDocs-enabled folder you designate on your computer's file system. Workspaces Overview
3. HotDocs template A reusable HotDocs application containing boiler plate text and HotDocs logic you build in HotDocs Author; HotDocs uses the template, along with user-supplied answer data, to assemble a customized document. HotDocs Templates Overview
4. HotDocs field A location you select in a template where, during assembly, you want HotDocs to either replace the field with an template user's answer or execute a specific instruction. There are two types of HotDocs fields: placeholder fields and instruction fields. HotDocs Fields Overview
5. component A basic building block of a HotDocs template that contains properties that define how HotDocs builds an interview, handles answer sets, and assembles a document. Components Overview
 
6. variable A type of component that represents an unknown value; you can define how to gather that value from a template user, how HotDocs stores that value as an answer, and how to format that answer when assembling a document. Variables Overview
7. dialog A HotDocs component used to group related components (usually variables) together to improve the usability and flow of an interview. Dialogs Overview
8. interview A series of questions used to gather data from your template users. HotDocs generates the questions from the variables and dialogs you define in your template. HotDocs Interviews Overview
9. answers Data provided during a HotDocs interview. Answers Overview
10. assemble To create a document by processing a HotDocs template in combination with a set of answers. Document Assembly Overview