Click Show Advanced, and then select Keep header of inserted template then c lick OK.Next to the Template to insert field, click Open, and then browse to and select the template you want to insert then click OK.In a form template, a field is denoted by a colored box that is overlaid on the form's static text. In a text template, a field is denoted by chevrons. On the HotDocs tab, click INSERT Field A place in the template that denotes where users' answers should be merged, or where a specific instruction should be executed.Place your cursor at the place in the parent template where you want to insert the child template's content and use Word functionality to add a Next Page section break.Do the same for all sections in your child template.In the parent template, use the Microsoft Word functionality to add visible headers for all the parent template sections.To use different headers or footers in your inserted templates The KEEP HEADER, KEEP FOOTER, or KEEP HEADER FOOTER options with the ASSEMBLE This can be useful if you want to assemble two separate documents as one while maintaining their separate identifies. Using the KEEP HEADER option, you can cause an inserted child document to retain its headers. Overriding the Header of the Parent Template Or by right-clicking in the template and choosing INSERTįield from the shortcut menu. Menu in the HotDocs toolbar and choosing INSERTįield A place in the template that denotes where users' answers should be merged, or where a specific instruction should be executed. In Microsoft Word, you can also add INSERT instructionsĮither by clicking on the HotDocs drop-down Your cursor in the instruction and clicking the INSERT Field button again. Once you have created an INSERT instruction, you can edit it by placing The new INSERT instruction is added to the template. At the template, position the cursor where you want.that must be inserted at a specific place within the parent document. Usually clauses are grouped together in a clause library so users can choose which ones they want to insert, although some clauses are merged in the document automatically. This is useful if you have an optional paragraph or clause Predefined sections of text that can be selected and added to an assembled document. When you use the default INSERT instruction to insert a child template's contents into a parent's contents, the header of the parent section overrides the header of the inserted child document The file that is created after a template has been assembled. Overriding the Header of the Inserted “Child” Template When using headers in your inserted templates, you must first determine whether you want the header of the parent section to override the header of the inserted child, or whether you want the child header to override the parent template’s header.īefore inserting one template within another, you should become very familiar with the HotDocs Header and Footer Override Scenarios. This document, what is true of headers is equally true of footers. You should make yourself thoroughlyįamiliar with how headers work in Word beforeĪttempting to use visible headers and footers in inserted templates. One header, even if you do not make the header visibleīy adding text or images in the header. In Microsoft Word, by default, every document has at least
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