Document Assembly > Creating or editing Merge Templates > Tutorial 5

---

  Tutorial 5 - Adding a HotDocs PDF Advantage template

---

HotDocs users can set up their HotDocs PDF Advantage templates to work with Amicus. The steps relevant to HotDocs are summarized here—for further details, please consult the documentation that came with your HotDocs program.

To add a new HotDocs PDF Advantage template to Amicus Document Assembly, complete the following steps.

1. In HotDocs Automator, create a new HotDocs PDF Advantage template (extension .HPT) without any Merge Variables.

2. Copy the PDF Advantage template file (but not the .CMP component file) to the location you have designated for Amicus Merge Templates.

3. Create an Amicus Merge Template record—in the Advanced view of Template Details, select "HotDocs (Form)" in the Template Type list box, and specify the PDF Advantage template file in the Location field. When you click OK, a HotDocs Component file that contains information for the appropriate Amicus Merge Variables is automatically created for the template. This Component file has the same name as the PDF Advantage template file, except that the file extension is .CMP.

4. In HotDocs Automator, open and edit the PDF Advantage template file in the document templates location. Insert the Amicus (and non-Amicus) Merge Variables and then save the template.

Related Topics

• Document Assembly

• Generating a Document

• Techniques for enhancing your templates

• HotDocs Advance

• Creating or editing Merge Templates

                                                                                                      

Amicus Attorney User Help (April 2024)