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New Document Help

The Add Document page allows you to create a new document based on a selected template. You can access it from the Home tab, Documents tab, Clients tab, and Templates tab.

To create a new document:

  1. Optionally you can start a new document by adding a client. Click 'Add a client to the document' and select a client from the list in the 'Select Client' panel. Click the left arrow to filter the client list by user and choose to exclude clients without open documents. To create a new client, click 'Add New Client'.

  2. New document select a client
  3. If you didn't select a template when you opened the Add Document page, enter the template name into the field. Templates can also be selected from the 'Select Template' panel. To filter the template list by tag, click on the left arrow to expand the panel and view the list of available tags. Click a tag to filter the template list.
    New document select a template

  4. Document Services creates a default document title from the template and client names but you can change it by editing the title field.

  5. Click 'Base this document on an answer file or previous document' to pre-populate interview answers by uploading a HotDocs Answer File or to base the document on a previously created document. If you click 'Upload answer file' you can browse your computer for a HotDocs answer file. If you click 'Select a previous document' you can select the document you need from a searchable drop-down list. Click the back arrow to return to the option buttons at anytime.

  6. Based on options
  7. By default Document Services sets the Primary Contact to the currently logged in user but you can set this to another user by clicking on the drop-down arrow.

  8. Click the finish button to generate the document.

  9. Once the document is created it opens in the Document Edit page.