HotDocs Training Course
Welcome to the HotDocs Training Course. During this course you will learn how to create simple templates in HotDocs. By following these steps, you will be able to quickly learn how to program in HotDocs.
Note: You will need a copy of HotDocs in order to do this training.
Step 1 – Choose the Document You Will Use
Choose a simple letter or document you want to program. We recommend starting out with a document that has some some names, dates, and a couple of optional paragraphs in it.
Step 2 – Mark up your Document
Go through your document and highlight the names, dates, numbers, and paragraphs that you want to be variables in HotDocs. When you are done you should have a document that looks like the sample below. For this training we recommend that you use your own documents to program.
Hints
- To look at a sample of a care agreement document, download here.
- To learn more about the different HotDocs variable types, click here.
Step 3 – Creating your template
As you go through this video, we recommend that you also create your first template in HotDocs. Stop the video at any time to review a concept and/or follow the steps on your own template.
Step 4 – Create your text variables
This video will take you step by step through creating text variables.
Step 5 – Create true/false Variables
In this step you will learn to create true/false variables and optional paragraphs.
Step 6 – Creating multiple choice variables
Step 7 – Creating Date variables
Additional Help
The video below will help you understand some of the different options that are available in HotDocs.
