HotDocs Developer 11.2 TUTORIAL GUIDE Copyright Copyright © 1996-2018 AbacusNext. All rights reserved. No part of this product may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the express written permission of HotDocs Limited. (“HotDocs”) Warranty Information HotDocs makes no representations or warranties with respect to the contents or use of this product and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose. Information in this document is subject to change without notice and does not represent a commitment on the part of HotDocs. Government Use Use, duplication, or disclosure by the Federal Government is subject to restrictions as set forth in FAR clauses 52.227--14, “Rights in Data--General”; 52.227--19, “Commercial Computer Software--Restricted Rights”; and subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software clause DFAR 252.227--7013; and the limitations set forth in the standard commercial license agreement for this soft- ware. Unpublished rights are reserved under the copyright laws of the United States. Trademark Information HotDocs is a registered trademark of HotDocs Limited. Other product names may be trademarks or regis- tered trademarks of their respective companies. Sample Templates and Forms This product includes sample templates and forms only. Using them may have significant legal implications in some situations, and these implications vary by state and depending on the subject matter. Before using these templates and forms or adapting them for your business, you should consult with a lawyer and finan- cial advisor. Contact Information For customer inquiries, contact: For technical support inquiries, call: HotDocs Limited (800) 828-8328 (US) or 0870 0100 14 South Charlotte Street 676 (UK). Edinburgh, EH2 4AX Scotland [email protected] ii Table of Contents Chapter Guide . .1 Chapter 1: HotDocs Developer Tutorial 3 Overview . .3 What is HotDocs? . .3 Lesson 1: Assemble a Document . .5 Overview . .5 Start HotDocs and View a Template Library . .6 Assemble a Custom Document . .8 Preview the Assembled Document . .12 Edit Answers at the Document Preview Tab (Word Users) . .13 Conclusion . .15 Send the Assembled Document to the Word Processor . .16 Lesson 2: Create a New Template Library . .17 Overview . .17 Start the Tutorial . .17 Create a New Template Library . .17 Add Existing Templates to the Template Library . .18 On Your Own . .20 Conclusion . .20 Lesson 3: Create a New Template . .21 Overview . .21 Start the Tutorial . .21 Create the Template . .21 Familiarize Yourself with the HotDocs Toolbar . .25 Conclusion . .26 Lesson 4: Replace Text and Dates with Variables . .27 Overview . .27 Start the Tutorial . .27 Replace the EmployeeÊs Name with a Text Variable . .27 Replace the Job Title with a Text Variable . .29 Create Prompts and Adjust the Height of the Answer Field . .30 Replace Dates with Date Variables . .33 On Your Own . .33 Use an Unanswered Variable Placeholder . .33 Conclusion . .36 Lesson 5: Replace Numbers . .37 Overview . .37 iii Start the Tutorial . .37 Replace Simple Numbers . .37 Replace the Hourly Wage . .38 Calculate Annual Salary for Hourly Employees . .40 On Your Own . .44 Insert the Number of Vacation Days Variable . .44 Use an Existing Variable . .45 Set Minimum and Maximum Limits . .45 Conclusion . .46 Lesson 6: Replace Multiple Choice Text . .47 Overview . .47 Start the Tutorial . .47 Replace Pronouns with a Multiple Choice Variable . .48 Assign Merge Text to a Multiple Choice Variable . .49 Choose Different Multiple Choice Merge Text . .51 On Your Own . .53 Create Another Multiple Choice Variable and Add Resource Text to It . ..