IndianaDocs User Manual
Contents
1. click Yes 4 Choose whether to delete the actual file or just remove it from the answer library To Delete the answer file from the computer as well as from the answer library Click Yes Delete the answer file from the library but leave it in the computer Click No 2132 IndianaDocs 2010 2011 10 01 2010 Customizing IndianaDocs Adding Text to a bordered form HPT or HFT forms NOTE Same process for HotDocs Filler 1 Open Form to be filled 2 Assemble form 3 Goto the Document Tab to view the actual document and make sure the select tool k is selected 4 Draw field where text is to be inserted Simply left click and drag Remember text can only be added where no text exists 5 Double click on field created and enter text To size and position field to a bordered form HPT or HFT forms NOTE Same process for HotDocs Filler Select field to be moved or resized Once selected right click on mouse Menu option will appear Select resize move Handles or small boxes will appear on field These handles are used to move and resize The handle in upper left corner of the field is used to move a field Selecting any other handle will resize the field Ov UA e OS ND IS Striking Out Text to a bordered form HPT or HFT forms NOTE Same process for HotDocs Filler 1 Open Form to be filled 2 Assemble form 3 Go to the Document Tab to view the actual document and make sure the Select Tool is selected Pos2. right click on the desktop left click on Paste Finding a Form You can use the Find feature in order to find a form in the library All forms have a title which can be used to find forms You can also search on form descriptions also To use the find feature have the IndianaDocs Library window open At the bottom left locate the Find dialog box type in your text i e simple will A list will be produced with forms that have that criteria During this search the checkbox will be checked To go back to the library window uncheck this box Opening or Closing a Folder Open folders are represented by this icon Closed folders are represented by this icon E CO Wills amp Trusts When a folder is open you can see the files and subfolders that are in it To open or close a folder Double click the folder icon Printing the List of Forms To print a list of the forms please visit www indianadocs net for a full listing of forms IndianaDocs 2010 2011 10 01 2010 Assembling an IndianaDocs Form To start HotDocs IndianaDocs Choose HotDocs Player 10 gt IndianaDocs at the Start Programs menu The IndianaDocs library window appears To Assemble Fill a document i INDIANADOCS hdl HotDocs Player File Edit View Template Tools Help EET PES tu F uml 1 At the IndianaDocs library T Uneaten aT a A i IndianaDocs Website window select a template a Indiana State Bar Association Casemake E E y i Ind
3. an Existing Answer File You can use an existing answer file to assemble a document or fill a form You can save any changes you make to the answers in the file or you can use the answer file but not save your changes To use an existing answer file 1 Open the template you would like to use 2 At the Answer File dialog box click on the Select Answer File button A 3 Find the Answer File you want to use Click on Open 4 Assemble the document or fill the form Tip To reopen the last answer file you used click on the drop down menu to select the previous answer files you have used You can select an answer file so that it can be used for all documents you assemble and forms you fill until you select another answer file Check the Remember Selected Answer File box Save an Answer File During Assembly You can save an answer file at anytime while you are assembling a document It is recommended that you save your answer file before you begin the assembly To save an answer file during assembly 1 Goto the File menu and select Save Answers As use Save Answers if you have already saved the answers once before 2 Give your answer file a file name i e client last name first name 3 Hit your tab Key this will take you to the Title field this will automatically put in your file name for you 4 Clickon OK If you are using a new answer file HotDocs opens an empty untitled answer file Give the answer file a
4. be produced from each selected template or clause library The Assembly Options dialog box will appear only once and all the templates and clause libraries will use the same answer file To assemble and fill multiple documents and forms 1 Display the IndianaDocs library window 2 Select each template you want to use To select multiple items hold down the Ctrl key as you click each one 3 Click Assemble 4 If you want to use an existing answer file specify it at the Answer File box 5 Click OK NOTE If you would like to assemble documents in a certain order then you should do the following steps Start assembling the first form 2 Click on the to go back to the IndianaDocs library 3 Double click on the other forms you would like to assemble in the order you would like to assemble them Remembering each time to click on the you should now see the Assembly Queue window This shows what forms are assembling and forms that are confirmed 4 To go back to the first form double click on the form in the Assembly Queue When you close finish with this form the next form will start automatically with the answer file you used for the other document S Tip Don t select more document templates and clause libraries than your word processor can have open at one time If you have form templates selected form wizards will only be used if the Use Form Wizard check box is selected at Preferences If it is no
5. not be saved in an answer file You will be able to save your documents as and HPD HotDocs PDF Document or as a PDF portable document format A HPD file is editable using HotDocs Filler but the PDF format will not be editable A PDF format is convenient for sharing with others that do not have HotDocs such as clients 1 Goto the File menu click Save Document As 2 Go to the Save Type as field and select HPD or PDF For security options see HotDocs PDF Advantage 3 Name your file 4 Navigate to the directory you would like to save to and click on Save Tip A saved form has the file name extension HPD It also is not connected to the answer file Printing a Form Printing a graphical form hpd in HotDocs with Acrobat Reader allows you to use a variety of printers If you are given the option of using HotDocs PDF driver or the Acrobat Reader driver The Acrobat Reader option is the best option in most cases To print a form 1 Click on the Form Document Tab located at the top or bottom of the Assembly window 2 Onthe File menu click Print select Acrobat driver if given the option 3 Acrobat Reader will load make sure paper scaling is not checked or is selected as none 4 Click on OK To print a Question Summary Click Question Summary Tab then select Print f you do not see the Question Summary Tab then go to View Menu and check Question Summary Tab To print an Answer Summary Click Answer Summary Tab then
6. IndianaDocs Interactive Legal Forms in a Click USER Manual Provided by The Indiana State Bar Association www Andianadocs net IndianaDocs 2010 2011 10 01 2010 Table Of Contents System Reguire CTI IIT ISO LLL LC OLI ILU LII OC ID 3 dlcdunn SHOE TIT TTL LLL LLLI LE 3 Jig ei HE 4 THUAN Bar C 4 TOLD OCS Vi GWE I H E 4 I IBI M M 4 Using WndianaD oes 5 Display the o 5 Finding a Form M H 5 Opening or Closing a Folder estt dieere tei e eese p eee rein baa p Fe eu PETER ee e ORE RUE Rcs 5 Printing the List of Forms iiec euenit He hyde ee etis i ne eie e PIE HET HF ed EEC re dece a a epa eben ergo Esar ieties 5 Assembling an Indianalocs BOE iniit etis ui e oricto nt eds siot iqin tdetod eq id ep n is eise etsi QUIE eS dn erm s S Os de iiaa queued saaadeeassqasnsassnsacdsasvousssesies 6 Tostart HotDocs ndina Dot S iu atate isis ea ed eade Fete oL eiiis iadsin esii iaieiiea PR Ro Eee i odere 6 IC TDI ITngri E E 6 Filling a Form Directly ise mec bao De doen Id eei eR miei desde Eae noris Meyeri eesi
7. a EAE DESEE NE Es EASES AANTAS ETE E OE enne enne 14 Striking Out Text tora bordered form eee pn o PEDE HERE ERE GIO IHE REDE EG UE SE 14 Enlarging and Reducing the Form View d aisiseu cidit n ee iiie Ee ec ad ite ici Eb EO ERO FERRE 14 Change Your Default Word Processor 5 n ionis iie tin vor t ai E FOR EE sana EE RE DARE Ee cei ERR Fui FEE eir 15 Showing or Hiding Field Backgrounds to a bordered form eese tenente netten tnt nennen ennt nnene 15 Toopen a saved JorM iiris aisa eo os ORE OE OPE ONERE EET HERE C EO EO C E HEC EUER ED FEE FCRRER 15 Keyboard Shot lts 355i ede e EI eve VATI ee Dee aE Eee HUP I es eic d ves bo neu iPe eee Poesia ee Rete Pee oe M ecc Ei IRE Iu RO seen i tire dU Keystrokes for Symbols IndianaDocs 2010 2011 10 01 2010 System Requirements To ensure the best performance using HotDocs please note the following requirements for hardware and software HotDocs Player 10 Edition IBM compatible PC Pentium 900 MHz or higher processor 2GHz or higher recommended 1 GB RAM 25 MB hard disk storage 1024 x 768 screen resolution 16bit color For most reliable results use a PCL Based printer with 8 MB RAM Microsoft Windows 7 Vista or Windows XP Microsoft Internet Explorer 6 0 or later Microsoft Word 2000 XP 2003 2007 or 2010 or Corel WordPerfect 10 11 12 x3 or x4 Internet connection required for software updates Technical Support Technical Support is available to he
8. a HPD and PDF file S Tip A saved form has the file name extension HPD To create a shortcut of IndianaDocs on your desktop Choose HotDocs Player 10 gt HotDocs Filler at the Start Programs menu Right click on HotDocs Filler left click on Copy right click on the desktop left click on Paste 15 IndianaDocs 2010 2011 10 01 2010 Keyboard Shortcuts Open Ctrl O Close Ctrl F4 Save Ctrl S Exit Alt F4 Undo Ctrl Z Redo Ctrl Y Cut Ctrl X or Shift Delete Copy Ctrl C or Ctrl Insert Paste Ctrl V or Shift Insert Delete Del Select All Ctrl A Previous Page Alt PgUp Next Page Alt PgDn Go To Page Ctrl G Fit Page to Width Ctrl H Zoom In F10 Zoom Out F9 Keystrokes for Symbols Alt 0186 degree symbol Alt 0162 Alt 0163 Alt 0167 Alt 0169 Alt 0174 qi Alt 0182 l4 Alt 0188 V Alt 0189 34 Alt 0190 iu Alt 0153 oo Alt 0137 16 IndianaDocs 2010 2011 10 01 2010
9. answer file can be used again later to produce the same document or form without reanswering the questions You can also use the answer file to assemble documents and fill forms from other templates that use the same variables The best way to organize your answer files depends largely on your type of practice Some users create one answer file per client Others create one answer file per matter This method is especially good when you have multiple matters per client that use the same forms because it prevents the answers from the current matter from overwriting the answers from a different matter and the answers from a previous matter from getting used accidentally in the current matter Still other users combine the two methods creating a pattern answer file for each client that contains basic client information and then using the pattern file to copy the answers into a new file every time they start a new matter for the client Answer files have the filename extension ANS or ANX and are stored by default in the default answer file directory You can specify a different directory when you create an answer file LU iu L Form 1 Form 2 Form 3 Attorney Info Attorney Info Attorney Info Last Name Last Name Last Name First Name First Name First Name Phone amp Street Address Spouse Spouse City Children State Zip Phone NOTE All 3 of the above forms are using the same answer file 10 IndianaDocs 2010 2011 10 01 2010 Using
10. eed espe Ere ts 6 Assembling and Filling Multiple Documents and Forms eese nennen entente teer tetne trennen ene tne trennen ens 7 Saving a Non Bordered Documents Vif rede e e e ores in bee e eM ee ER eiae risa S ease deese M ER 8 Saving a Bordered Form hpi mersi tes sxcvasaa esas NAE EE E E avi nd EE AEE E E EE EE E 8 PPI G a HOPI eC E M E 8 Lab Options for Asseimblinig Forms snars m eae 9 Using an Existing Answer File e ie a aE REECE iE rE S EA EEEE EEES E EETA E TE E E I 11 Savan Answer File During Assembly ieseees sce treo ie repe e e ERR EE SEE ERU VER Ug eK EXER ERR YEAR EHE FEE EBENE E ERES E EX KE REB Il About the Answer File Manager uae oie tr tr sui fedis cabs ER ERR atssdeacude SERO ata ERE EE RE o rer ERA uses Ub sas eir ir Ma soe pere ERE EE Reds ll Displaying T agb E easeaye 12 Finding an Answer File eset es estesa iue se icai iad dep Mesh said eat seca ai d Eia detes te br rs et d ee cece 13 Deleting an Answer File from the Library i ei ian Ede N EA E AEE REESER HR RXES EE EN E NENS 13 Customizing IndianaD oes mer 14 Adding Text to a bordered form iiis iii REI e RE EROR IER TOT EE OR EU e Ee OE ERR EP EE DS 14 To size and position field to a bordered form esee esee eene entente O
11. iana State Bar Association Homepage BLE LAR EAI AA EAn 1 113 0 0 T4 M LAL Tie 2 Click Assemble The Answer E Dadyan File dialog box appears E Revised 6 10 07 NOTE Answer Files are important to Pavia bue the strength of HotDocs and document oo Dispute Seah assembly To learn more please see 8 E Bankruptcy ce M d E Business Law Word RTF Template About Answer Files section E criminal Pleadings Family Law 3 Select an answer file then click E E Guardianship Shared Documents HotDocs Templates INDIANADOCS OK The forms interview will E Litigation Forms E EPower of Attorney S O Probate amp Real Estate SUCC Forms BO wils amp Trusts begin 4 If this is a new answer file then it is recommended that you save your answer file first Go to File Save Answers or click on the l Save Answers icon in the toolbar Fma NOTE Most answer files will be saved per client Save your file as clients name For example save answers for client John Doe as Doe John 5 Answer the dialog questions in the Interview Tab then click Next to advance to each new dialog C Documents and Settings All Users Documents HatDocs Templates INDIANADOCS amd01 rtF After the final dialog the End of Interview dialog identifies how many questions haven t been answered This dialog also provides options for working with the assembled document Please see End of Interview Options section for a discu
12. ition field over text to be stricken create the field a little larger than needed Go to the Field menu and select Properties In the Properties window check Strike Through lower right corner Select the fill tool d click inside the field type an X or a Click outside the field Your field will be inputted with the above type SOC NM e NOTE If you use HotDocs Filler then the tool k iscalled Select Fields and not Select Tool Sx Tip To get multiple lines to be stricken give a hard return type the Enter Key for one less then the number of lines you need i e If you need 4 lines to be stricken you need 3 hard returns do this type an x hit enter key type x hit enter key x hit enter key type x Properties such as bold italic etc can be changed under the Field Properties Enlarging and Reducing the Form View By default forms in HotDocs Automator display at their actual size To enlarge or reduce the form view View Page Width or view full page 14 IndianaDocs 2010 2011 10 01 2010 Change Your Default Word Processor If you have more than one word processor installed you can select a default word processor to which you send an assembled document after you complete a HotDocs interview This word processor will always be used no matter which format the template is in when you select it for assembly For example if you select a Word template but want the assembled document to be saved a
13. lp you use IndianaDocs If you are having difficulties installing or using the software contact us at the following Internet www indiandocs net Email Support support indianadocs net Support Phone 877 243 3179 Support is available from 9 00 A M to 3 00 P M central standard time Monday through Friday IndianaDocs 2010 2011 10 01 2010 Introduction IndianaDocs is a library of templates related to the practice of law in Indiana These legal forms are created endorsed and copyrighted by The Indiana State Bar Association Most IndianaDocs forms are available in Non Bordered rtf format IndianaDocs does contain state and federal forms that are not to be altered and are available in Bordered hpt format Bordered forms Form Templates graphical based electronic form files mostly state or federal forms A form template contains fixed space fields represented by lines boxes and check boxes where answers are placed The purpose of the bordered form is to give the parties involved the assurance that the language of the document is standard eliminating the need to proof read Static text cannot be deleted but must be stricken through Additional text can only be added where existing text does not exist Non bordered forms Document Templates contain the text of a standard document After HotDocs assembles a document it is placed in the word processor for saving printing or additional editing With the purchase of IndianaDocs
14. name If you are using an existing answer file HotDocs saves the answers you have entered to that file About the Answer File Manager The answer file manager helps you manage your answer files much like a HotDocs library helps you manage your templates and clause libraries The answer file manager is a list of answer file titles Each title is associated with an answer file filename When you select an answer file and click Select HotDocs uses the associated file Each copy of HotDocs can have only one answer file manager If you want to separate your answer files you can create folders in the answer file manager window Tip Answer File Manager is disabled if you use windows explorer to save answers aiis IndianaDocs 2010 2011 10 01 2010 Displaying the Answer Library To display the answer library At the IndianaDocs library window click Tools Select Answer File Manager A Properties Pane View 5 Answer File Manager Frew B eA E Answers Add XjJDelete s R rt i Properties ED Aaron Henr 4 Almighty Bruce Answer File Properties A Billacheck Ann 1200 Easton Drive 4 Billacheck Ann 234 South Avenue Title Aaron Henry 4 Goodell Holly 4 Goodrich Scott Type HotDocs Answer File 4 Handy Jane ae 4 Hegg Holy File name Ikjlk ans 4 Hegg Jim File path C Documents and Settings bhegg My E Henry Jim Documents backup an
15. s a WordPerfect file you can select WordPerfect as the default word processor and HotDocs will convert the assembled Word document to WordPerfect format Note however that if you save a document to disk by clicking the E Save Document button without sending it to the word processor first it will be saved in the same format as the original template file To specify a default word processor 1 At the HotDocs library click the Tools menu then click on the Options button The HotDocs Options dialog box appears 2 Click the Word Processors folder The right pane changes to show a drop down list of available word processors 3 Click the Default Word Processor drop down button and select a word processor Showing or Hiding Field Backgrounds to a bordered form You can show or hide the field backgrounds in forms By default field backgrounds are visible To show or hide field backgrounds Select the Form Document tab go to View and select Show Answer Fields Select again to turn back on On the View menu in Filler click Fields STip You can also show or hide fields by clicking the View Fields button E on the toolbar To open a saved form 1 Start HotDocs Filler if it is not already open 2 Onthe File menu click Open 3 Select the file you want to open and click OK or Open If the form was saved as a PDF you can open this form using Adobe Acrobat Reader Please refer to page 11 Saving a Form for more information on the difference of
16. select Print if you do not see the Answer Summary Tab then go to View Menu and check Answer Summary Tab IndianaDocs 2010 2011 10 01 2010 Tab Options for Assembling Forms When you are assembling a form by default only the Interview and Form Document or Document Preview are visible tabs However there are two others that can be displayed These tabs are useful especially if you have forms dictated or filled out by a client because they follow the actual interview that a user fills out Question Summary Tab This tab allows you to view print all questions that the interview will aske It will give the question and a line for an answer To view this tab when you assemble a form open up a form and at the Interview Tab go to View and select Question Summary Tab This tab will always be visible Answer Summary Tab This tab is the same as the Question Summary except it will display any answers you have filled out already If an answer wasn t given then it will insert a blank line To view this tab when you assemble a form open up a form and at the Interview Tab go to View and select Question Summary Tab This tab will always be visible IndianaDocs 2010 2011 10 01 2010 About Answer Files When you assemble a document or fill a form you can save the information you entered for the document or form the answers in a HotDocs answer file The answer file stores each answer along with the name of the variable that uses that answer The
17. ssion on options available to you Filling a Form Directly not recommended To fill a form directly 1 At the IndianaDocs library window select a form template and begin assembling the document 2 Click Assemble The Answer File dialog box appears 3 Click on the Document tab The assembly window changes to show the form document and the variable fields 4 Select a field then type an answer Press Tab to move to the next field or use the mouse to select another field Sy Tip Some fields have a field wizard a series of one or more dialogs to help you answer the field when you are filling the form directly If a field has a wizard a wizard button will appear next to the field when its fill control is displayed Click the button to see the wizard If the template author has provided help for a field a help button may appear next to the field when its fill control is displayed The help button will only appear if the author has enabled it in the template and if the Show Help Buttons check box is selected in Preferences For details click here If there is help for the field you can display it even if the button doesn t appear by clicking the What s This button in the toolbar and clicking the field IndianaDocs 2010 2011 10 01 2010 Assembling and Filling Multiple Documents and Forms You can assemble and fill multiple documents and forms at once by selecting multiple templates and clause libraries One document or form will
18. swer files 4 Jones Andrew 4 Loote Jack Description C Documents and Settings bhegg My 4 Loote Julie Documentsibackup answer files kjlk ans 4 Renke Ruth 4 Smth Warren History Durable Power of Attorney Health Care 4 VanPelt Jenny Decisions 121 Rev 1 99 August 21 4 Warner Jackie 2003 14 06 I Fra M Properties Contents Pane View Answer File Manager New FyAdd XjDelete l sort Properties R Answers Answer A Aaron Henry IRIS January 30 2004 Almighty Bruce E E Billacheck Ann 1200 Easton Drive Hitenancy begin February 11 2004 Billacheck amp nn 234 South amp venue 4 Goodell Holly Goodrich Scott Handy Jane 4 Hegg Holly Hegg Jim Henry Jim 4 Jones Andrew 4 Loote Jack Al Loote Julie IndianaDocs 2010 2011 3 Consumer credit tran Yes 31 wardbirthdate February 16 2004 attorney Number ultiple Choice ultiple Choice E 12 10 01 2010 Finding an Answer File You can quickly find a certain answer file in the library by searching for words in the answer file s title or description To find an answer file Select the Find check box and type words from the answer file s title or notes in the text box Deleting an Answer File from the Library Not recommended To delete an answer file from the library 1 Select the answer file you want to delete 2 Click Delete 3 When HotDocs asks you for confirmation
19. t or if the forms don t have wizards HotDocs will open the forms in Filler You will need to go back and fill them If you have selected only document templates and clause libraries you will be asked about saving answers when the last document is done assembling If you have one or more form templates selected you won t be asked about saving answers until the last form is saved or closed However when you save a form it is no longer connected to the answer file even though other forms may be IndianaDocs 2010 2011 10 01 2010 Saving a Non Bordered Documents rtf Word Processing Forms At the End of Interview send your completed form to your word processor by clicking on the button to send to your word processor or by typing the F11 function key key on your keyboard This will launch your default word processor Once IndianaDocs displays an assembled document in your word processor the document is a normal word processing document You can manipulate save and print this document just like any other word processing document You may change your answer or standard document text Any changes made to variables will not be saved in the answer file Saving a Bordered Form hpt Forms with the HPT or HFT file extension When you save a HPT or HFT form HotDocs closes the current answer file You will be asked if you want to save the answers first Any changes you make to the answers in the form once the form has been saved will
20. you actually have several programs Each is displayed with a separate icon in the HotDocs icon group HotDocs Viewer HotDocs Filler and IndianaDocs HotDocs Viewer is a software tool that significantly reduces the time spent generating customized documents such as contracts court forms and legal documents The template prompts you for information and puts the finished document back in your word processor By adding functionality and power to your word processor HotDocs helps you generate customized documents accurately and efficiently HotDocs Filler a program that allows you to fill graphics based HotDocs form templates Bordered Forms created with HotDocs Pro It is used to open previously saved IndianaDocs Bordered documents Once a template is opened and completed it is detached from the IndianaDocs program and saved as a HotDocs form with the file extension hpd HotDocs PDF Document Hpd files are not recognized by IndianaDocs and must be opened through the HotDocs Filler program IndianaDocs 2010 2011 10 01 2010 Using IndianaDocs Display the Library To display the IndianaDocs Library Double click on the IndianaDocs shortcut on the desktop OR Choose HotDocs Player 10 gt IndianaDocs at the Start Programs menu The IndianaDocs library window appears To create a shortcut of IndianaDocs on your desktop Choose HotDocs Player 10 gt IndianaDocs at the Start Programs menu Right click on IndianaDocs left click on Copy
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