Adding a HotDocs Template

$images\btn_mini.jpg$ Related Topics $images\btn_mini.jpg$ Reference

When a template is enabled for use with HotDocs Server, the following four file types are created:

§ .CMP (HotDocs Component File)

§ .HVC

§ .JS (Script File)

§ .RTF (Rich Text Format File)

$images\icn_exclaim.jpg$ If your Bridgeway HotDocs Web application is hosted on an operating system that is case sensitive, make sure that the case for the names of the four files matches. If not, correct the naming before uploading the files.

To Add a HotDocs Template to the Reports Module:

1. On the Reports List page, click Documents.

2. Click the New button.

3. On the Welcome to the Documents Wizard dialog box, click the Browse in each field in the wizard screen and navigate to the holding directory. Select the appropriate file as shown below. Click Continue when you are done.

§ For Template, select the .rtf file.

§ For Component File, select the .CMP file.

§ For Variables File, select the .hvc file

§ For Interview File, select the .js file.

4. When the upload is completed, click OK on the confirmation message.

5. On the New Template dialog box, the Name and Category are required fields. Description is an optional, but recommended, field.

$images\icn_exclaim.jpg$ For eCounsel templates, makes sure and click the checkbox for eCounsel product visibility if you use both eCounsel and Secretariat at your site.

6. Click Continue.

7. Click Close.

To Add a HotDocs Template to a Wizard:

$images\icn_exclaim.jpg$ HotDocs templates can only be added to the Corporate Meeting and Global Appoint/Promote/Retire Positions wizards in Secretariat.

1. On the On the Wizards List page, click on the wizard to which you want to add a template.

2. Click Edit.

3. On the Wizards dialog box, click Templates.

4. On the Template List dialog box, click New.

5. On the Wizards dialog box, type a name for the template, select a document type, select a narrative subtype, and click Save.

6. On the Welcome to the Documents Wizard dialog box, click the Browse in each field in the wizard screen and navigate to the holding directory. Select the appropriate file as shown below. Click $images\ebx_133268215.jpg$ Continue when you are done.

§ For Template, select the .rtf file.

§ For Component File, select the .cmp file.

§ For Variables File, select the .hvc file

§ For Interview File, select the .js file.

7. When the upload is completed, click OK on the confirmation message.

8. On the Welcome to the Document Wizard, click Close.