The Template Properties dialog box is a "user-friendly" version of the template configuration file that enables you to view and edit template details as well as set options affecting interviews and document assembly.
You can edit the template properties by clicking the Template Properties button in either the right pane of Workspace Explorer, from the Author tab on the Word ribbon, from the ribbon in Composer, or by clicking the Properties button in the New Template dialog.
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When you are working in Composer or creating a new answer intake, this dialog is called the Answer Intake properties dialog. All properties are the same, except in the Assembly Behavior tab; Update table of contents, references, field, etc is not available for answer intakes.
Using the properties in this dialog box, you can accomplish the following main tasks:
The properties on the General tab enable you to:
|Property||What it Does|
|Title||Enables you to edit the template title that HotDocs displays in the template details pane of Workspace Explorer, the HotDocs Interview title, and in HotDocs Hub. The name of the file on disk is not affected.|
|Description||Enables you to edit the text that appears below the title of the template in the template details pane of Workspace Explorer.|
|Template Identifier||Displays the Globally Unique Identifier that the HotDocs system
uses to manage the template's life cycle. If you need to upload
the same template as two different packages in the HotDocs Hub,
you can generate and associate a new GUID with the template by
clicking the Generate New Template Identifier
You can edit a Template Identifier (GUID) manually if you need to. Template Identifiers must use hexadecimal format (0-9 and A-F).
|Auxiliary template only||Enables you to declare whether you intend to upload the current
template to Hub, or only
to reference the template within a Hub template as an auxiliary
to that template using either a placeholder
field or an ASSEMBLE instruction.
If you set this property on a template, HotDocs rejects any attempt to upload that template to HotDocs Hub, except as a file referenced in a Hub template.Setting this property means that by default, the template does not appear within Workspace Explorer. To see the template there, you must change the filter setting to also include auxiliary templates.
When you create a template from Workspace Explorer or from the Word ribbon, this property is not set; however, when you create a template by selecting a portion of an existing template, this property is set. Regardless of the default setting, you can change the template's designation at any time.
|Repeat context||Only appears when you select the Auxiliary Template Only property. Enables you to select the repeated dialog you want this auxiliary template to use as its repeat context. To set the repeat context, the auxiliary template must use the same component file as the parent template that references the auxiliary template.|
|Component File||Enables you to change which component file the template "points to". You can choose a different component file from the drop-down list.|
|Additional Templates||To accommodate Inserts of other templates within the current template, this property enables you to manually set a dependency on other templates that you want HotDocs to include in this template's package when you upload your template. To do so, press the plus (+) button.|
|Other Additional Files||Enables you to list additional files (such as graphic files that this template needs for operation) you want HotDocs to include in this template's package when you upload your template. To do so, press the plus (+) button.|
The Interview Behavior tab enables you to set options for how the template user views and interacts with the interview:
|Property||What it Does|
|Generate default interview||Selected by default; causes HotDocs to generate a default interview
of "implicit" dialogs by asking the components in the
template. Unless you add
components to dialogs, HotDocs presents the questions in the
default interview based on the order in which the components occur
in the template.
For Answer Intakes, this option is always deselected and disabled.
|Use custom interview computation||Selecting this option enables you to select a custom
interview computation from the drop-down list. If you have
not created a custom interview, it only displays the default blank
For Answer Intakes, this option is always selected.
|Automatically disable irrelevant variables and dialogs||When a template user's answer to a given question causes a variable or dialog in the interview to not be needed, disables the variable and/or the dialog containing the question.|
|Default display of irrelevant variables and dialogs||Enables you to determine HotDocs' default display behavior
for irrelevant variables and dialogs:
|Interview includes navigation Outline||Determines whether the interview outline is included in the interview.|
|Outline is open by default||Determines whether the interview outline appears opened to the left of the interview tab when the interview first loads.|
|Interview includes Additional Information||Determines whether the Additional Information pane appears to the right of the interview|
|Additional Information is open by default||Determines whether the Additional Information pane appears opened to the right of the interview when the interview first loads.|
|Show interview on single page||When selected, causes the interview to appear as a single page that the template user must scroll through to answer variables.|
|Express navigation||When selected, interview navigation to function in an "express"
manner, i.e. clicking the Next
button during the interview will skip any child
dialogs and proceed to the next dialog.
Template users can still navigate to child dialogs with Express Navigation turned on, but navigating to them will require clicking on the individual child dialog.
|Enable navigation past required variables||When selected, enables a template user in an interview to navigate past a dialog that contains a required question (from a variable that you have made required with a REQUIRE instruction). Template users must still answer the required question before completing the interview.|
|Interview language||Enables you to choose the language you want HotDocs to display
your interview user
interface elements in (strings, text boxes, prompts, etc.). The
initial value that displays corresponds to what you choose in
the Default Language for New
Templates property in the HotDocs
Options dialog box. If you delete the inherited setting for
this property, the interview detects the locale from the browser
(if possible), or it falls back to the locale specified by the
server default setting.
You can type a language code other than those provided in the drop-down, though if you choose a non-supported language, HotDocs defaults to behavior corresponding to "en-US".
The Assembly Behavior tab enables you to determine how HotDocs displays some of the content in the final assembled document:
|Property||What it Does|
|Default unanswered text||Use the drop-down list to select the placeholder you would
like HotDocs to insert into the assembled document in place of
any unanswered questions from the interview.
|Assembly formatting language||Enables you to choose the language you want HotDocs to use
for formatting date
and number values
when assembling your
document. The initial value that displays corresponds to what
you chose in the Default Language for New Templates property in
the HotDocs Options dialog
If you remove this property's default setting and do not apply a new one, HotDocs assembles the document in accordance with the language you chose for each context. If the template is not an auxiliary template, and you do not set this property, HotDocs defaults to "en-US" as the assembly language for the template.
|Post Assembly Processing||Enables you to instruct HotDocs to provide further processing
to a document after assembly. There are two options available
under this heading that only enable for DOCX templates: