Uploading a HotDocs template

Note: You must be a registered template provider with LHI (National Server). If you are not a registered user, you may register at http://www.lawhelpinteractive.org as a template provider.

Setting Up HotDocs® for Uploading Templates

  1. Highlight the template that you want to upload in the HotDocs® library.
    1. Note: The template you highlight and upload should be the master template. If this is an update, it should be the same template you uploaded to create the link.
  2. Click on Tools —> Publishing Wizard
  3. Select “Template Files for use with HotDocs® Server”
  4. Be sure to also select “Include templates used in INSERT and ASSEMBLE instructions” 
  5. Set a destination for Local Folder for Published Files. This can be any temporary directory.
  6. Click on the pencil on the lower right side of the dialog box.
    1. In Web Destination type in: https://lawhelpinteractive.org/Upload/Upload.aspx
    2. In Friendly Name type in: National Server
    3. Click OK 
  7. Now make sure that the Web Destination for published files is set to “National Server.”
  8. Click Next
  9. Click Finish
  10. Click OK when the following screen appears:
  11. Component Files should also be optioned to work with HotDocs Server.
    1. Open the Component Manager
    2. Open the Component File Properties
    3. Locate the HotDocs Server tab and,
    4. Check "Enable template for use with HotDocs® Server" 

Obtaining the HotDocs® Template ID and URL on LHI

  1. Using HotDocs®, upload the HotDocs® template that is associated with your A2J Guided Interview to the national server and activate it. (Note: If the HotDocs® template has already been uploaded you do not need to upload it again. Simply log-on to the LHI server; select the “Manage Content” link; select and “view” the template to obtain the Template ID number; and, proceed with uploading the A2J Guided Interview.)
    1. Select the button that says “Click to upload template files.” 
    2. In the next browser window, type a name for the template in the Name Field, select the state that you are in, and if you are uploading a template that has several attachments, make sure that the Master Interview File is selected. Then click “Publish Template.” 
    3. Once the HotDocs® template is activated make sure to note the Template ID as shown in the image below. You will need the HotDocs® Template ID later. You can view the Template ID at anytime by viewing the Template properties. 
  2. Once you have recorded the Temporary Template ID, close the browser window and open another. Go to lawhelpinteractive.org and log in. You must be registered as a template provider on the LawHelp Interactive system.
  3. Once you have logged in, click on “Manage Content,” 
  4. From the manage content screen, select “Template” from the “Add New” drop-down menu located in the upper right-hand corner of the screen. 
  5. Next, you will need to complete some information about the template. First, you will need to enter the following information:
    1. Template Title: This is a short title for the template that will be visible to the public when they begin an interview.
    2. Template Description: This is a short description to describe this template. It will be visible to the public when they begin an interview.
    3. Temporary Template ID: Input the Temporary Template ID that you recorded earlier.
    4. State: Select the state that this template is for.
    5. County: Type the applicable county or counties for the template. If all counties, type “All.”
    6. Available to all registered users?: If you would like other template providers to be able to download this template, then check this box.
    7. Display Live Help: If your program uses LiveHelp and you would like LiveHelp enabled for this template, then check this box.
    8. Survey URL: If you have an existing end-user survey that you would like to associate with this template, then enter the appropriate URL in this field. 
  6. Next, you will need to select the appropriate National Subject Matter Index code for the template. First, select “add topic” as shown in Figure 183. Then, complete the first level selection and any subcategories in the Add NSMI items screen. Be sure to select “Add,” so that the code shows up under “Currently selected items.” Then select “Save.”  
  7. If you entered the NSMI code correctly, it will show up in the Add Template screen. 
  8. Complete any general purpose notes and select “Save”. 
  9. You’re not quite done! Now click on “Activate Template”. Once the template is activated, a URL will be displayed.  Note: The URL generated for the HotDocs template will not be used on your website in the event you will be associating the HotDocs template with an A2J Guided Interview. Once you upload the A2J Guided Interview, another URL will be generated which you will ultimately post on your website for access by end-users.
  10. VERY IMPORTANT: If you are using an A2J Guided Interview for this template, click on the “View” tab and record the Template ID (not the temporary template ID). You will need the new Template ID number later in order to upload the A2J Guided Interview. 

YOU ARE NOT DONE. SELECT "Uploading an A2J Guided Interview" BELOW TO CONTINUE THE TUTORIAL AND LEARN HOW TO UPLOAD A2J GUIDED INTERVIEWS®.