Related Topics Getting Started Related Topics Getting Started
Bridgeway Suite uses HotDocs for the generation of documents. The HotDocs Professional version must be installed on each user’s computer in order to edit, create, and publish new HotDocs templates. The Bridgeway Suite installation media contains the installation program for HotDocs Professional, which can be used to create and test custom templates.
Documents generated in HotDocs can be stored either on a server or in the database. Documents stored in the database are available to users with the appropriate view profile. Documents stored on a server computer are accessible only to users with access to the computer.
Documents generated through Bridgeway's hosted HotDocs Server must be saved to the Notes/History tab (Secretariat) or Documents tab (eCounsel) in order to retain a permanent copy. The generated documents directory on the hosted HotDocs Server is purged daily.
Requirements
The following requirements are necessary to generate and work with documents in Secretariat:
§ The HotDocs .war file must be deployed on the Java application server.
§ A HotDocs Server must be configured to execute the templates. Bridgeway provides a hosted HotDocs Server solution. Contact Bridgeway Support for more information.
§ Microsoft Word must be installed on each user’s computer that will be viewing the completed documents.
§ HotDocs 2008 Professional and Microsoft Word 2007 must be installed on each user’s computer that will be creating and publishing templates.
Tab-specific Documents
Some of the documents available to you in the Reports module also are available from certain tabs. These tab-specific documents generate documents based on information available to that tab.
Main Selection Parameters
The main selection parameter determines the database focus. For example, to prompt a user to select a matter on which to base a document, assign SelectMatter as the main selection parameter in the template. Four main selection parameters may be used in Bridgeway Suite. One of these parameters must be added to a template.
Available Variables
Variables are the field codes that will pull the data into a document. Click Variables on the Documents tab of the Reports List page to see a list of all the variables that can be used in a HotDocs template. Each variable shows any associated fields that must be used.
The variable names are placed in the appropriate text locations in the template and must be typed exactly as listed in the available variables list.