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Sample Exercise for Learning A2J Author and HotDocs
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Sample Exercise for Learning A2J Author and HotDocs
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Converting a Word document (.doc) to a HotDocs PDF Template (.hpt)
Steps you'll need to take
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HotDocs Template
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Converting a Word document (.doc) to a HotDocs PDF Template (.hpt)
Converting a Word document (.doc) to a HotDocs PDF Template (.hpt)
Download and open the document in Word.
Save it as a .pdf
Click "File"
Click "Save as"
Browse to the folder where you want to save the document.
Change the "Save as Type" to .pdf
Click "Save"
Open up HotDocs Developer - it has this icon:
Click the New Template icon - it looks like this:
A dialog box will open up.
Change the Type to "HotDocsPDF Template (.hpt)"
Type in a File name.
For example: Sample Exercise
HotDocs will automatically add the .hpt file extension to whatever name you give the file. You don't need to type that extension in.
Click into the Title box. It will auto populate with the same name as the File name.
Click "Other file" under "Initial contents"
Browse to the folder where you saved the pdf in the step above.
Click to add that file.
Click "Ok" - you have just created your first HotDocs Template! Now to automate it!
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