This guide covers a standard conversion where no components in your existing HotDocs 11 template have been deprecated in later version of HotDocs Author.
You can familiarise with a full list of conversion caveats as well as all things that need to considered prior to conversion at the following URLs:
Please note that HotDocs Author only supports the following template formats:
- .ttx (Plain Text Template)
- .DOCX (Microsoft Word Template)
- .HDINT (Answer intake file format introduced in HotDocs Author)
WordPerfect, .RTF, .DOC or .DOT templates require conversion to an Author-compatible format before they can be imported
- WordPerfect template conversion is covered in detail and is available at the following URL
- For guidance on template conversion from .RTF or .DOT please go to STEP 1
Be advised that all other HotDocs 11 template formats are not compatible with HotDocs Author, including .HPT, .HFT and .HDL
Convert HotDocs 11 template to .DOCX (full guide)
You will need to have Microsoft Word as well as HotDocs Developer 11 installed on your machine to convert your template(s)
- Firstly, make a backup of all the templates you are planning to convert.
- Then select the whole library or a specific template(s) that you would like to convert and click on ‘Template Manager’
3.After that select template(s) that require conversion and use ‘Convert’ tool
4. Template Manager converts the templates (and clauses, if any) to the new format.
a. As it does this, it opens each template file in Word and makes the necessary updates. Depending on hardware performance and template complexity, this step may take a very short amount of time and may not be visible while it is in action. Please do not be worried if you did not see this stage.
5. When the conversion is complete, you are returned to the Template Manager window.
a. Once it finishes converting the templates, it refreshes the Template Manager database:
If you are converting .RTF template rather than .DOT, this process is identical, except for choosing your initial format that needs conversion:
Please note that with DOCX templates, that were originally converted from HTML files will have hidden HTML data stored in the file. Once converted to a DOCX template some of that data might not have been stored correctly in the new DOCX template and you may encounter problems if you ever need to convert that template back to HTML.
Preparing your Developer templates for import (full guide)
There are certain technical limitations that you should be aware of before attempting to import your existing Developer template to HotDocs Author.
Some of the most important factors are detailed below.
Artifacts that will fail a template import:
- Clause Components, Clause Archives, and Clause Libraries
Templates that contain clause components, clause archives, and clause libraries are not currently supported for import.
You will need to remove the clause component from the template before import.
Before deleting any clauses, you should first consider preserving the clause text itself by opening the Clause Editor and clicking the Edit Clause Text button.
To delete clauses:
- Launch HotDocs Developer 11
- Go to Component Manager
- In the components drop-down list choose Clauses
2. Database Components
Database components as they exist in HotDocs Developer 11 require both template authors and template users to have access (and permissions) to the database, which presents a technical challenge for any cloud-based platform such as HotDocs Advance.
You will need to remove any database components from the template before import.
To do so, follow the steps above but pick 'Databases' in the component list
- Component file security settings
HotDocs Author does not support importing published templates that contain the settings component file lock, registration, expiration date, and password protection.
Locate the original, unpublished version of the template and attempt your import again. If you do not have access to the unpublished version of the template, you cannot import this template.
- Lengthy template names
Windows imposed a maximum filename length such that a filename, including the file path to get to the file, cannot exceed 259 characters. This 259-character limit is most commonly exceeded due to a deeply nested workspace folder location.
Ensure your template name and workspace file path does not exceed the Windows' 259-character limit in one or more of the following ways:
- Using File Explorer, shorten the name of the Author workspace (or any other folder names in the file path) before attempting to import.
- Use Template Manager in HotDocs Developer 11 to shorten the template file name before attempting to import.
- Using File Explorer, move the location where the workspace is stored on your hard drive to a location with a shorter file path (with fewer nested folders). For example, you could move the workspace from a customized deeply nested location back to the default location C:\Users\%USERNAME%\Documents\HotDocs Author\<Workspace Name>or from the default workspace location to C:\<Workspace Name>.
!!! If the template you rename is inserted or assembled in other templates, you will also need to update the template name in those templates!!!
There are other crucial features that will require further attention in the template after import
Please familiarise with a full list of these HERE
Import Developer template to Author
- In HotDocs Author click on ‘Import’ in the top tool bar and then select ‘HotDocs 11.x’
2. Locate your template and initiate the conversion by clicking on ‘Browse’ and then selecting your HD11 template(s).
3. At the end of conversion process, you will be displayed a list of results.
If there are any warnings displayed within the results this may indicate that some of your components are either no longer supported or require an alternative / manual implementation.