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HotDocs Academy (HD001)


Description
Welcome to HotDocs Academy. Whether you’re brand new to HotDocs or a seasoned template author, the HotDocs Academy can provide you with the skills you need to get the most out of HotDocs.

If you are new to HotDocs, HotDocs Academy is the perfect place to learn the essentials of template authoring at your own pace. If you are already an experienced template author, then HotDocs Academy is ideal for discovering best practices and refreshing your skills on many different topics.

Learn from the best
The HotDocs Academy videos demonstrate best practices for creating and managing your HotDocs templates using HotDocs Developer. You can choose from more than 115 instructional videos that cover everything from how to get started, to advanced template authoring and management.

These videos were created by our own consultants who have a collective 40 years’ experience in template authoring. The HotDocs’ consulting team has worked with clients of all sizes in a variety of industries including legal, financial services, insurance, corporate and federal and state governments.

The information contained in these videos will help you gain a solid understanding of the essentials of template authoring. As a result, you will be able to deploy HotDocs at any level to ensure compliance, mitigate risk and increase operational efficiencies.



Topics include:

Starting HotDocs
HotDocs Basics
Template Development
Options & Settings
Library
Template Manager
Component Naming Conventions
Component Manager
Dialogs
Variables
Computations
Repeats
Expressions
Assembling Text and PDF Documents
Document Packages
Command Line Options


Access to HotDocs Academy is now included with all Maintenance & Support plans
Content
  • HotDocs Advance
  • HotDocs Advance - Overview
  • Author Intro and Aux Templates
  • Converting Documents to Templates with Author
  • HOTDOCS ADVANCE W/AUTHOR - INTRO LESSONS
  • Author – Intro Lesson 1 (Creating a New Work Space)
  • Author – Intro Lesson 2 (Developing a New Template)
  • Author – Intro Lesson 3 (Creating a New Template)
  • Author – Intro Lesson 4 (Developing a New Template)
  • Author – Intro Lesson 5 (Grouping Variables into Dialogues)
  • Author – Intro Lesson 6 (Adding a Prompt to a Variable)
  • Author – Intro Lesson 7 (Creating a Repeated Region)
  • HOTDOCS ADVANCE W/ AUTHOR
  • HotDocs Advance - Whats Great About HotDocs Author
  • HotDocs Advance_Fundamentals of HotDocs Author Part I
  • HotDocs Advance_Fundamentals of HotDocs Author Part II
  • HotDocs Advance – Admin Overview
  • Author – Quick Documents
  • HotDocs Basics
  • Learn how to launch HotDocs
  • BEG01 Starting HotDocs
  • Template Development
  • DEV01 Create a New Word Template
  • DEV02 Test Assemble a Document
  • DEV03 Create an Insert Template
  • DEV04 Create an INSERT Field
  • DEV05 Keep Headers and Footers in INSERT Templates
  • Training
  • VAR01 Introduction to HotDocs Variable Creation
  • VAR02 Text Variable Properties
  • VAR03 Text Variable Patterns
  • VAR04 Number Variable Properties
  • VAR05 True/False Variable Properties
  • VAR06 Multiple Choice Variable Properties Part 1
  • VAR07 Multiple Choice Variable Properties Part 2
  • VAR08 Default Answer for Multiple Choice when Unanswered
  • VAR09 Variable Prompt vs. Title
  • VAR10 Components Notes Tab
  • VAR11 Resource Tab on Components
  • VAR12 Default vs Field Properties
  • VAR13 HotDocs Variable Formats
  • VAR14 Disabling Irrelevant Variables
  • VAR15 Formatting Dot Codes
  • Expressions
  • EXP01 IF Expressions Part 1
  • EXP02 IF Expressions Part 2
  • EXP03 IF Expressions Part 3
  • EXP04 ELSE and ELSE IF Expressions Part 1
  • EXP05 ELSE and ELSE IF Expressions Part 2
  • EXP06 ELSE and ELSE IF Expressions Part 3
  • EXP07 IF Logic Based on TF Variables Part 1
  • EXP08 IF Logic Based on TF Variables Part 2
  • EXP09 IF Logic Based on TF Variables Part 3
  • Dialogs
  • DIA01 Dialog Creation
  • DIA02 Dialog Elements
  • DIA03 Changing the Layout of a Dialog
  • DIA04 Dialog Scripting Using DEFAULT Instructions
  • DIA05 Using Dialog Scripting to Disable Irrelevant Variables
  • DIA06 Dialog Scripting Make Interview Questions Required
  • DIA07 DEFAULT Instruction
  • DIA08 SET Instruction
  • DIA09 DEFAULT Unanswered Variable Placeholder Settings
  • DIA10 Difference Between DEFAULT and SET Instructions
  • DIA11 Ways to LIMIT a Repeat Instruction Part 1 of 2
  • DIA12 Ways to LIMIT a Repeat Instruction Part 2 of 2
  • Repeats
  • REP01 Create Lists Using HotDocs Repeats Part 1
  • REP02 Create Lists Using HotDocs Repeats Part 2
  • REP03 Create Lists Using HotDocs Repeats Part 3
  • REP04 Example Computation Compute Total Number of Items in a Repeat
  • REP05 Repeated Series Add Another Button
  • REP06 Repeat Spreadsheet Properties
  • REP07 Use Filters on Repeats to Create Filtered Lists
  • Library
  • LIB01 HotDocs Library Overview
  • LIB02 Create a New HotDocs Library
  • LIB03 Add Existing Templates to a HotDocs Library
  • LIB04 Delete Items from a Library
  • LIB05 Create Folders within a Library
  • LIB06 Sort and Organize Items in a Library
  • Component Manager
  • MAN01 Create and Place Variables in a Template Using Component Manager
  • MAN02 Using the Component Manager Part 1
  • MAN03 Using the Component Manager Part 2
  • MAN04 Using the Component Manager Part 3
  • MAN05 Using the Component Manager Part 4
  • Computations
  • COM01 Introduction to HotDocs Computations
  • COM02 Computations Repeated Series Title & Label
  • COM03 Computations Space Model for Full Name Computations
  • COM04 Example Computation Compute a Person's Age
  • COM Using Parameters in Scripts, Part 1
  • COM Using Parameters in Scripts, Part 2
  • COM Using Local Variables in Scripts
  • Component Naming Conventions
  • CON01 HotDocs Variable Naming Conventions
  • CON02 Component Naming Conventions Part 1
  • CON03 Component Naming Conventions Part 2
  • Templates Manager
  • TEM01 Template Manager Part 1
  • TEM02 Template Manager Part 2
  • TEM03 Template Manager Part 3
  • Document Packages
  • Document Packages Part 1
  • Document Packages Part 2
  • Document Packages Part 3
  • Document Packages Part 4
  • Document Packages Part 5
  • Document Packages Part 6
  • Document Packages Part 7
  • Document Packages Part 8
  • Document Packages Part 9
  • Assemble Text and PDF Documents
  • DOC01 Assemble a Text Document Part 1
  • DOC02 Assemble a Text Document Part 2
  • DOC03 Assemble a Text Document Part 3
  • DOC04 Assemble a Form Document Part 1
  • DOC05 Assemble a Form Document Part 2
  • DOC06 Assemble a Form Document Part 3
  • PDF Templates
  • PDF Templates - How to Create. Part 1 of 12
  • PDF Templates - Drawing, Selecting, & Aligning Fields. Part 2 of 12
  • PDF Templates - Attaching Variables to Fields Intro. Part 3 of 12
  • PDF Templates - Attaching Variables to Fields cont'd. Part 4 of 12
  • PDF Templates - Applying Repeats to Field Groups. Part 5 of 12
  • PDF Templates - Conditional Fields Intro. Part 6 of 12
  • PDF Templates - Grouping Fields for Text Variables. Part 7 of 12
  • PDF Templates - Attaching Answer Wizard to Fields. Part 8 of 12
  • PDF Templates - Field Properties Type Tab. Part 9 of 12
  • PDF Templates - Field Properties Layout Tab. Part 10 of 12
  • PDF Templates - Field Properties Defining Overflow Properties. Part 11 of 12
  • PDF Templates - Field Properties Additional Tab. Part 12 of 12
  • Options and Settings
  • OPT01 Configuration Options for HotDocs Developer
  • OPT02 Configuration Options for HotDocs User Part 1
  • OPT03 Configuration Options for HotDocs User Part 2
  • OPT04 Configuration Options for HotDocs User Part 3
  • Command Line Options
  • Command Line Options Introduction
  • Command Line Options Applied to a Template
  • Command Line Options Applied to an Interview Computation
  • Downloads
  • Author – Intro Lesson 1 (Creating a New Work Space) (clone)
  • Author – Intro Lesson 2 (Developing a New Template) (clone)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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