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:

1. On the Reports List page, click Documents.
2. Click the New button.
   
3. 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
     
4. When the upload is completed, click OK on the confirmation message.
5. On the New Template dialog box, the Name and Category are required fields. Description is an optional, but recommended, field.
   
6. Click Continue.
7. 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.

1. On the Wizards List page, click on the wizard to which you want to add a template.
2. Click Edit.
3. On the Wizards dialog box, click Templates.
   
4. On the Template List dialog box, click New.
   
5. On the Wizards dialog box, type a name for the template, select a document type, select a narrative subtype, and click Save.
   
6. 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
     
7. When the upload is completed, click OK on the confirmation message.
8. On the Welcome to the Document Wizard, click Close.