HotDocs Knowledge Base
The HotDocs Knowledge Base is organized in three different sections—Developer Corner, Problems & Solutions, and HotDocs API.
- The Developer Corner section of the Knowledge Base is a supplement to the HotDocs Helps installed on your computer as part of the normal HotDocs installation. Although some of the information is duplicated here, the articles in this Knowledge Base generally contain more advanced information than is found in the HotDocs Helps. Consequently, many of the examples are based on the assumption that you have already read about or understand related HotDocs concepts as explained in the HotDocs Helps.
- The Problems & Solutions section of the Knowledge Base is a supplement to the HotDocs Helps installed on your computer as part of the normal HotDocs installation. Although some of the information is duplicated here, the articles in this Knowledge Base generally contain more advanced information than is found in the HotDocs Helps. Consequently, many of the examples are based on the assumption that you have already read about or understand related HotDocs concepts as explained in the HotDocs Helps.
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The HotDocs API section provides advanced technical articles on integrating your application with HotDocs using the HotDocs Application Programming Interface (or API). It includes examples of types of integrations, as well as solutions to problems you may encounter as you create these integrations.
For information on obtaining the complete documentation for the API, please contact a HotDocs Sales representative at (800) 500-3627.
General Information: Understanding HotDocs
- Overview: General Information
- Learn How HotDocs Updates Interviews
- Compatibility Issues Between the Different Versions of HotDocs
- Learn How Clauses and Clause Libraries Work
- Learn About the ASSEMBLE Instruction
- Learn About the HIDE, CONCEAL, and OMIT Instructions
- Learn How HotDocs Processes Date Variable Format Examples
- Understand Template Status When Using Template Manager
- Understand How PLAY Instructions Work in RTF Templates
- Tips and Tricks For Using MS Word to Automate Templates
- New Features in Each Release of HotDocs Professional Edition
- Use Graphics in Word Templates
General Information: Using HotDocs
- Five Principles of Efficient Document Automation
- Use HTML to Format Plain-Text Resources
- Use Keystroke Combinations to Insert Symbols
- Use an Answer File to Control the Interview
- Determine the Current Language in a Template
- Set a Variable Using the UNANSWERED Expression Model
- Update an Answer Library after Moving Answer Files
- Add Non-HotDocs Files to a Template Library
- Share Templates on a Network
- Create a Temporary Variable
- Install HotDocs Silently
Integrations: Document Managers
Integrations: Time Matters
Scripting: Date and Time Computations
- Overview: Scripting and Computations
- Add Days, Weeks, Months, and Years to a Date
- Determine the Last Day of a Month
- Determine the First Day of Next Month
- Determine Day of Week for a Date
- Determine Dates for Holidays
- Determine Number of Days Between Two Dates
- Find the Latest Date in a List
- Insert a Date in Reverse Order
- Insert a Date in Three Separate Fields
- Calculate a Person's Age
- Remove Leading Space in Time Answers
- Use Time Values in Numerical Calculations
- Calculate Elapsed Hours and Minutes
- Convert a Text Answer to a Date
Scripting: Dialog Scripts and REPEAT Instructions
- Overview: Scripting and Computations
- Add a Button that Runs a Computation Variable
- Add a Button that Starts an Application
- Use Same Answer File to Assemble Two Different Documents
- Add Customized Additional Text to a Dialog Repeated as a Spreadsheet
- Warn When Answers Are Incomplete
- Sort a Repeated Dialog
- Learn About the HIDE, CONCEAL, and OMIT Instructions
- Combine Answers From Two Lists Into One
- Determine if Any Answer in a Repeated Dialog is True
- Determine Number of True Responses in a Repeated Dialog
- Repeat a Text Template
- Repeat a Form Template
- Pluralize Text Based on the Number of Database Records Returned
Scripting: Number Computations
- Overview: Scripting and Computations
- Format Dollar Amounts
- Format Percentages and Other Decimal Numbers
- Determine if a Number is Even or Odd
- Remove the 0 Before a Decimal Point
- Find the Sum of a Repeated Variable
- Find the Largest Number in a List
- Calculate Monthly Loan Payments (Amortization)
- Calculate Annually Compounded Interest
- Convert Binary/Decimal Numbers
- Convert Binary/Hexadecimal Numbers
- Convert Decimal/Hexadecimal Numbers
- Use Roman Numerals
- Remove a Leading Zero from a Fraction
Scripting: Text Computations
- Overview: Scripting and Computations
- Determine When to Use A or An
- Determine When to Use State or Commonwealth
- Determine the Correct Form of a Verb
- Determine the Number of Spaces (or Other Characters) in an Answer
- Punctuate a Sentence-Style List of True/False Variables
- Combine First, Middle, and Last Names
- Separate a Full Name Into First, Middle, and Last Names
- Remove Extra Spaces From an Answer
- Remove All Spaces From an Answer
- Remove All Non-Alphanumeric Characters From an Answer
- Remove Punctuation from the End of an Answer
- Punctuate a List of Possessives
- Pluralize an Answer
- Split an Answer at a Specified Length
- Use Quotation Marks in a Text Computation
- Bold, Italicize, and Underline Parts of an Answer
- Format ZIP and ZIP+4 Codes
- Remove Hard Returns From an Answer
Assembly Issues
- Fonts Used in Form Check Boxes Too Light
- Problems Integrating Database With Lotus Notes
- Error Message Appears When Launching Auto-Assemble File
- Print HotDocs Form Documents (HFDs)
- Print PDF-Based Form Documents
- Bad Magic Number Errors When Saving Answer File
- HDAs Residing on a Server Can't Be Launched if Using IE7
Automation/Scripting Errors
General Error Messages
Installation Issues
- Installing While Using Word as an E-mail Editor
- Upgrading to HotDocs 6.1 Sp1 Deletes Help Files
- Icons for Auto-Assemble and Auto-Install Files Don't Appear After Installing HotDocs 6.2
- HotDocs Can't Detect WordPerfect During Installation
- HotDocs Won't Run Auto-Install or Auto-Assemble Files
- Error Installing PDF Advantage
- Auto-Install and Auto-Assemble Files Being Saved as ZIP Files
- VBScript Errors When Installing HotDocs On Windows Vista
- Illegal System DLL Relocation Errors When Installing HotDocs on Windows Vista
Integration Issues
Microsoft Word Issues
- HotDocs Chevrons Converted to Quotation Marks
- Pressing F11 Key Does Not Move to Next Field
- Comments at End of Inserted DOT Template Cause Bad Formatting in Parent Template
- Text is Skipped by Spell Checker
- HotDocs Cannot PLAY the Macro
- Numbering Lost in Conditional Paragraph
- One Style Superseding Another in Word Template or Document
- 'Value out of Range' Error When Inserting Variable in Word Footer
- Bookmarks Deleted When Editing Template
- Inserting Graphics in RTF Increases File Size
- AutoOpen and AutoExec Macros Disabled When Working with Word Templates
- HotDocs Menu Appearing in Word Documents When It Shouldn't
- Can't Preview a Template When Working with Word 2007
- Problems with Microsoft Word and Smart Tags
- Page Breaks are Deleted When Inserting Templates with Tables
- Remove Unwanted HotDocs Outliner Icon from Toolbar
- Runtime Errors When Creating New Word 2007 Template
- HotDocs Button Doesn't Appear on the Word 2007 Ribbon
PDF Advantage Issues
WordPerfect Issues
- Perfect Script Compiler Errors in WordPerfect 10
- HotDocs Chevrons Converted to Quotation Marks
- WordPerfect Templates Not Printing
- Errors When Using HotDocs 6.1 or 6.2 with WordPerfect 11 sp1 or sp2
- WordPerfect Script Compile Errors
- WordPerfect X3 Crashes When Dragging Variables To Header or Footer
- Smart Returns Don't Work Properly in WordPerfect 8 or 9
