In the HotDocs Forms window, click
New Template OR right-click
a template and click Add New.
NOTE: If this is the first time adding or editing a template, HotDocs
Author automatically installs.
Microsoft Word opens. Click HotDocs
Author in the main menu. Then, click Create
Template in the ribbon.
The New HotDocs Template window appears.
Leave Workspace folder and Type as is. Do not change.
For File name, enter the file name of the template.
For Title, enter the title of the template.
For Description, enter a brief description of the template.
(optional) If you want to change the template properties, click Properties, make your changes, and click OK to save.
Click OK to save the template.
The template opens with the HotDocs
Field Editor section displayed. Use the editor to add
placeholders or repeat
fields to the template.
Save the template.
After you have saved the template, you need to
upload it so that it can be used for document creation. Click HotDocs Author to display the ribbon
and click Go to Workspace.
IMPORTANT: Close the template. The upload will fail if the template is not closed.
The Workspace
Explorer opens. Highlight the template and click the Upload button.
When prompted, enter your HotDocs initial setup email address and your initial setup password and click Log in.
When prompted, enter a comment for the template and click Continue.
When the upload is complete, click Continue again.
Back in the HotDocs Forms window, click the Refresh button and the uploaded
template appears in the list, ready to be used to create a document.
