HotDocs Composer

HotDocs Composer is the editor you use for answer intakes and plain text templates, just as Microsoft Word is the editor for DOCX templates.

You can open Composer from Workspace Explorer by opening an answer intake or plain text template to edit.

 

In this topic Hide

  1. Common Tasks
  2. Quick Access Toolbar
  3. Composer Ribbon
  4. Composer Editor Interfaces
  5. Composer - Answer Intakes
  6. Quick Access Toolbar
  7. Composer Ribbon
  8.  Component Studio (Docked)

Common Tasks

Among others, HotDocs Composer enables you to perform the following common tasks:

Quick Access Toolbar

Button What it Does
Save Saves any changes you made to the answer intake or plain text template.
Undo/Redo Enables you to undo and redo the changes you make in Composer.

You can change the position of the Quick Access toolbar by right-clicking on the toolbar itself and clicking Show Access Toolbar Below/Above the Ribbon

Composer Ribbon

Composer's basic interface consists of the File and Home tabs.

File tab

The File tab contains the following options:

Button What it Does
Open Enables you to open another existing answer intake or plain text template. The selected template opens in a new Composer window.
Save Saves any changes you made to the answer intake or plain text template.
Close Closes the current HotDocs Composer window.

Home tab

The Home tab contains the following groups with the following buttons:

Clipboard Group

Button What it Does
Paste Pastes any content currently on the clipboard via Copy (Ctrl+C or Copy button).
Cut Removes any selected content from its original position and places it on the clipboard.  
Copy Creates a duplicate of any selected content and places it on the clipboard.

Template Group

Button What it Does
Test Displays an interview for the answer intake or plain text template; for plain text templates, clicking Finish at the end of the interview also assembles a document.
Template Properties Opens the Template Properties dialog where you can edit general, interview behavior, and assembly behavior options for the current answer intake or plain text template.

View Group

Button What it Does
Component Studio Opens Component Studio where you can create, edit, delete, rename, and copy components.
Field Editor Opens or closes the HotDocs Field Editor pane.

Author Group

Button What it Does
Go To Workspace Opens Workspace Explorer (or if it is already open, brings it to the front).
Help Opens a menu of options:
  • View Help: Launches a browser displaying the documentation for HotDocs Author
  • About HotDocs Composer: Shows information about the installed version of HotDocs Composer

Composer Editor Interfaces

The rest of the Composer window provides an editing environment for:

Composer - Answer Intakes

When you open an Answer Intake for editing, Composer's user interface changes to account for the different commands and functions you need to edit answer intakes.

Quick Access Toolbar

Button What it Does
Save Saves any changes you made to the answer intake or plain text template.

Composer Ribbon

Composer's basic interface consists of the File and Home tabs.

File tab

The File tab contains the following options:

Button What it Does
Open Enables you to open another existing answer intake or plain text template. The selected template opens in a new Composer window.
Save Saves any changes you made to the answer intake or plain text template.
Close Closes the current HotDocs Composer window.

Home tab

The Home tab contains the following groups with the following buttons:

Template Group

Button What it Does
Test Displays an interview for the answer intake.
Template Properties Opens the Template Properties dialog where you can edit general, interview behavior, and assembly behavior options for the current answer intake.

View Group

Button What it Does
Component Studio Opens Component Studio and the interview computation (or if Component Studio is already open, brings it to focus).
Arrange Returns Composer (and Component Studio) to the original, full screen docked configuration.

Author Group

Button What it Does
Go To Workspace Opens Workspace Explorer (or if it is already open, brings it to the front).
Help Opens a menu of options:
  • View Help: Launches a browser displaying the documentation for HotDocs Author
  • About HotDocs Composer: Shows information about the installed version of HotDocs Composer

Answer Intake Defined By

The Answer intake defined by section contains the following actions:

Element What it Does
.cmp link Displays the component file the answer intake "points to" (where the components of the answer intake are stored).
(Reassign) .cmp Opens the Template Properties Dialog Box General tab so you can change the component file the answer intake "points to" (where the components of the answer intake are stored).
Interview computation link Opens Component Studio (if not already open) to enable you to edit the interview computation.
(Reassign) interview Opens the Template Properties Interview Behavior tab so you can change the interview computation the answer intake uses.

 Component Studio (Docked)

When editing an answer intake, Composer displays a "docked" version of Component Studio with the interview computation opened so you can edit the interview computation that the answer intake is based on. You can move, resize, or close this window as you wish. If you want to return Component Studio to its original, full-screen, docked configuration, click the Arrange button in the Composer ribbon View group.

The "docked" version of Component Studio functions the same as Component Studio in any other context.