Edit a Database Component

You can edit database components using Component Manager.

To edit a database component

1. At the template, click the Component Manager button. The Component Manager window appears. (See Open and Close Component Manager.)
2. Select the database component from the list of components and click the Edit Component button. The Database Editor appears. (To show only database components in the variable list, click the Components drop-down button and select Databases.)
3. Make changes to the component as necessary. For example, you can:
   • Link variables in your template to fields in the database table. (See Link Variables to Database Fields.)
   • Create a filter to control the number of records that will be retrieved from the database table. (See Limit the Number of Database Records from Which a User Chooses.)
   • Sort the data into logical lists for the end user. (See Sort Records in a Database Table.)
   • Cause HotDocs to remember which records you have selected for subsequent assemblies. (See Remember Selected Records.)
   • Specify other database component properties. (See Change Database Component Properties.)

In order for HotDocs to remember which records your users have selected during assembly, you must assign a key field. For information on doing this, see Remember Selected Records.