ElderDocx The ElderCounsel Document Drafting System. Customization Guide WARNING
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1 ElderDocx The ElderCounsel Document Drafting System Customization Guide WARNING Failure to follow these procedures can lead to loss of customizations when ElderDocx is updated. Always maintain backup copies of your files and create a fresh backup copy before applying an update.
2 Overview As you use ElderDocx, you may find that you want to change the text in certain parts of the documents. One way to do this is to edit the text of the assembled document. These changes, however, affect only that specific assembled document, not the template used to generate the document. Another option is to change the text of the underlying template so the changes will be automatically included each time you assemble a document. You can accomplish this by using the ElderDocx customization feature. This feature is available in the Customize menu in the ElderDocx library. When you customize templates, you open the template in Microsoft Word using the ElderDocx Customize menu, where you edit the text. Once you've modified the text, HotDocs marks the template in the library as modified. If you want at some point to discard your changes and use the ElderDocx default, you can. Also, when ElderCounsel updates the template set, you can choose to accept the updated templates or keep your customized version. Caution: If you have a licensed version of HotDocs, DO NOT use the Edit button to make changes to the ElderDocx templates. If you use the Edit button instead of the steps outlined below, you will lose your customizations when you update ElderDocx.
3 Table of Contents Previewing Templates... 1 Customize Template Text... 2 Compare your Customized Text to the Saved Version... 4 Discard Changes You've Made to Template Text... 5 Reconcile Updates from ElderCounsel... 6
4 Preview Templates You can preview the text of templates in the ElderDocx Library without opening them in Microsoft Word. To preview a template: 1. Select the library item for the template you want to preview. 2. Click the Preview tab. Notes: The formatting in the preview window closely resembles the formatting of the template in your word processor. Some minor formatting differences may occur so do not assume the view in the preview window will match the view in Word. DO NOT use the Customize menu to preview a template without making any customizations to it. If you do, the template will be marked as a customized template. If you ever need to restore the default template in the library, select the library item for the template and choose Revert to Saved Template in the Customize menu. 1
5 Customize Templates Once you've decided to modify the text of an ElderDocx template you can proceed with the customization using the options found in the Customize menu in the ElderDocx library. To customize the template text: 1. Select the library item for the template you want to modify and choose Customize Template in the Customize menu. The template opens in Microsoft Word. You may see a message explaining what will happen to the text you are modifying. After reading the explanation, click OK to continue. 2. Make the desired changes to the template. Caution: As you modify the text, you must be careful not to change any HotDocs fields in the text. Fields are represented by opening and closing chevrons («field»). If you change the HotDocs fields, the template may no longer assemble correctly. 3. When you are finished editing the text, save your changes and close Microsoft Word. 2
6 When you view the library item for the modified template in the ElderDocx library, you will see that the icon for the library item has changed to a document with a small pencil in the right-bottom corner:. This notifies you that this is a customized template. 3
7 Compare Customized Template to Saved Version You can compare the text you customized with the text of the saved template (the default ElderDocx template). When you compare the saved template to your custom template, the documents appear in Microsoft Word using the built-in comparison feature of Word. For more information on working in comparison mode please see Microsoft Word's help file. To compare differences between the saved template and the customized template: 1. Select the customized template and choose Compare to Saved Template in the Customize menu. Microsoft Word opens showing the comparison of the two templates. 2. Review the differences and close Microsoft Word when you are finished. Note: The Compare to Saved Template option is for review only, not for editing. Changes you make to the comparison will not be reflected in either the saved or customized template. If you want to make changes to your customized template after reviewing the comparison, take notes on the changes you want to make, and then edit the template by selecting Customize Template. 4
8 Discard Changes You've Made to Template Text Sometimes you may want to restore the saved template and discard your customizations. To restore a saved template: 1. Select the library item for the template you want to restore and choose Revert to Saved Template on the Customize menu. 2. A warning message appears, asking you to confirm you want to delete your changes. Click Yes. 5
9 Reconcile Updates from ElderCounsel When you install ElderDocx updates from ElderCounsel, HotDocs checks to see if you have customized versions of any of the templates that have been updated. When you click the ElderDocx shortcut on the desktop, ElderDocx will open. If any ElderDocx updates affect templates you have customized, you will see the Open ElderDocx Library link displayed in red. Each time you open the ElderDocx library, HotDocs will also display a warning if any customized templates have been updated. Templates that need to be reconciled are marked using this icon which includes a red exclamation mark:. You can choose to continue to use your own customized template, revert to the current ElderCounsel version of the template, or further edit your customized template. If you choose to revert to the saved version at some later time, you will actually revert to the most recent published version of that template. 6
10 To reconcile differences between customized and updated templates: 1. At the ElderDocx library, choose Reconcile Updated Templates in the Customize menu. The Reconcile Updates dialog appears. 2. Select a template in the Updated templates that need to be reconciled list. 3. As desired, complete any of the following steps: To Do This: Compare your customized template to the updated ElderDocx template Compare the original ElderDocx (or saved) template to the updated ElderDocx template Further edit your customized template Click This: Click Compare to Customized Template. This opens Microsoft Word and displays your custom template and the newly updated version of the template in comparison mode. You can review these differences. Click Compare to Saved Template. This opens Microsoft Word and displays the original ElderDocx template with the newly updated version of the template in comparison mode. You can review these differences and decide if you should make the same or similar changes in your customized template. Click Edit Customized Template. As you view the comparisons for each document you may see text you want to include in your customized version. This option opens your template in Microsoft Word so you can make the appropriate changes. 7
11 To Do This: Continue to use the template you customized, rather than replace it with the updated ElderDocx template Replace the template you have customized with the newer, updated ElderDocx version of the template Close the Reconcile Updated Templates dialog box Get help while reconciling clauses Click This: Click Keep Customized Template. Your customized template is set as the working template and the template is considered reconciled. The saved version of the template will be overwritten with the updated version. This way, if you choose to revert to the saved template, you will have the most up-to-date version. Click Accept Updated Template. Your customized template will be discarded and replaced with the updated version of the template. The template will be considered reconciled. Click Finished. If there are templates you have not reconciled, you will be prompted to reconcile them the next time you open the ElderDocx library. Click Help. A window appears with an explanation of each option. 8
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