Adding HotDocs Templates
When a template is enabled for use with HotDocs Server, the following three file types are created:
When converting the HotDocs template for use with eCounsel or Secretariat, HotDocs may generate files with case that does not match. For example:
shareholder consent.rtf
shareholder consent.cmp
Shareholder Consent.rtf.manifest.xml
Although you can import the files into eCounsel or Secretariat, they will not generate properly. Before importing the files, change the case of all files to match (Mitratech recommends all lowercase).
To Add a HotDocs Template to the Reports Module:
- On the Reports List page, click Documents.
- Click the
New button.
- On the Welcome to the Documents Wizard dialog box, click the Browse in each field in the wizard screen and navigate to the holding directory. Select the appropriate file as shown below. Click
Continue when you are done.
- For Template, select the
.rtf
file. - For Component File, select the
.cmp
file. - For Manifest File, select the
.rtf.manifest.xml
file
- For Template, select the
- When the upload is completed, click OK on the confirmation message.
- On the New Template dialog box, the Name and Category are required fields. Description is an optional, but recommended, field.
- Click
Continue.
- Click
Close.
To Add a HotDocs Template to a Wizard:
HotDocs templates can only be added to the Corporate Meeting and Global Appoint/Promote/Retire Positions wizards in Secretariat.
- On the Wizards List page, click on the wizard to which you want to add a template.
- Click
Edit.
- On the Wizards dialog box, click
Templates.
- On the Template List dialog box, click
New.
- On the Wizards dialog box, type a name for the template, select a document type, select a narrative subtype, and click
Save.
- On the Welcome to the Documents Wizard dialog box, click the Browse in each field in the wizard screen and navigate to the holding directory. Select the appropriate file as shown below. Click
Continue when you are done.
- For Template, select the
.rtf
file. - For Component File, select the
.cmp
file. - For Manifest File, select the
.rtf.manifest.xml
file
- For Template, select the
- When the upload is completed, click OK on the confirmation message.
- On the Welcome to the Document Wizard, click
Close.