Adding Templates and Other Files to a Library

After you create a library, you can add folders, template files, Web addresses, and miscellaneous files to the folder. In order to upload a template (or any other file) to a host application, you must first add it to a library.

When you create new templates, they are automatically added to the library. Clause libraries created at the template library are likewise added to the library automatically.
Adding an item to a library does not affect the files on your local disk or network. For example, you could select a form template from a library on your network and add it to a library on your local disk. However, the actual file would remain on the network.

There are three scenarios for adding items to a library: Hide

Adding a Single Item to a Library

Adding Multiple Items at Once

Adding Miscellaneous Files

Adding a Single Item to a Library

The items you add using this method are those available in the Type drop-down list.

To add a single item to the library

  1. At the HotDocs library window, select a folder.
  2. Click the Add button. The Add Item dialog box appears.
  3. From the Type drop-down list, select the appropriate kind of library item. (Your options include Text Template, Form Template, Interview Template, HotDocs Model, Clause Library, Auto-Assemble File, Web Address, and Folder.)
  4. Click the Browse button next to the File name field and locate the library item.
  5. Select the item you want to add and click OK. The Add Item dialog box appears again.
  6. In the Title field, enter a title for the library item (100 characters or less). The title will identify the item in the library.
  7. Optionally, enter a description in the Description field. The description appears in the Properties tab when the library item is selected.

Adding Multiple Items at Once

You can add multiple files to a library simultaneously. Doing this however, means you must wait to assign properties (such as titles and descriptions) to each individual file until after you add the files to the library.

To add multiple items at once

  1. Follow the steps in the procedure above until you choose the item typel

  2. Click the Browse button next to the File name field and locate the library item.

  3. Select all the items you want to add and click OK.  Once they are added, you can modify the properties.

Adding Miscellaneous Files

You can also add miscellaneous files such as word processor documents, PDF files, and so forth to the library. Once you add the file, you can assign properties (such as titles and descriptions) to each individual file.

To add miscellaneous files