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Converting Templates

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Merv Miller Posted: Tue, Nov 7 2006 8:11 AM
I am just upgrading from 5.1 to 2006 Prof.  I understand that with 2006 Prof I can convert all templates in one folder at once.  How does one do that?  I find nothing in the Installation Guide Tutorial on doing that.  It only seems to cover converting one template at a time.  Thanks.
Merv (Merwyn J.) Miller Estate Planning, Trust, & Probate Attorney Encinitas, CA 92024 760-436-8832 Fax 815-346-5375
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HotDocs 2006 does an excellent job converting the templates for you.  Simply highlight the top folder in the library and click on the Template Manager icon on the toolbar (5th icon or so from the right side).  Template Manager will analyze the documents and present you with a listing of all variables used in the template set.  Select all of the templates that you want to convert on the left side and click the Convert Files icon.  Make sure to select "Convert to HotDocs 2006" (you can also convert templates from WP to Word or .dot files to .rtf at the same time) and click OK.

Voila!

Mark Deal (CIC/Moderator)
Document & Data Solutions, LLC
TMTools, LLC
Atlanta, Georgia
http://www.docsol.com
mdeal@docsol.com
(770) 888-1940
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