Importing HotDocs Templates

When importing HotDocs templates there are a few steps that you will need to follow.

  1. Knackly will extract data from your cmp files. This is best done when HotDocs uses a master cmp file.
  2. Knackly will then update your workspace with the exported variables. Please note, if your component files have duplicate names used in different dialogs the import will only choose one of the names.  There will be adjustments that will need to be made during the importing of templates.
  3. Knackly converted the HotDocs templates to Knackly templates and send them to you.

Steps to importing your Knackly templates

Rules to consider when importing your templates

  • Computations are not converted. We recommend creating the computation as a Text Template or a Formula
  • Knackly doesn’t use ANSWERED like in HotDocs. In Knackly all you need to do is {[if variable_name]} and we know to include the information.
  • TODAY in Knackly is date.today(). We recommend you create a text template called TODAY and put date.today() in it.
  • IF statements that surround multiple paragraphs need to be on their own line.

For example

{[if married]}

My Client is Married.

Address:

{[endif]}

  • We have created a macro that you can install in Word to help you with formatting and finding issues in your documents. Click Here for the macro.