Map Time Matters Fields to HotDocs Variables in a Shared Component File

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When creating HotDocs template extensions for a group of templates that all point to a single shared component file, you can map the variables in the shared component file once and have all of the templates that point to that shared file automatically inherit the mapping. Time Matters allows you to do this through component file matching.

Once fields are mapped, during assembly, HotDocs will automatically retrieve data from Time Matters and use it to answer questions in the interview. This is useful if the documents you are assembling require information that is already stored in Time Matters—it keeps you from re-entering the information.

When working with pointed templates, there are two steps to creating template extensions:

Part 1: To map Time Matters fields to variables in a shared component file

  1. In Time Matters, choose File > Setup > Templates > HotDocs Template Extensions. The HotDocs Template Extension Setup dialog box appears.
  2. Click the tab that matches the type of templates you want use. For example, if your templates all relate to a specific matter you are working on, click the Matter tab.
  3. Click the Component File Matching button in the toolbar. The HotDocs Component File Matching dialog box appears.
  4. Click Add. The Select Component File dialog box appears.
  5. Select the shared component file and click OK. The field-matching form appears.
  6. Place your cursor in the field you want to map and press the F2 key. (You can also double-click in the field.) The Select Field dialog box appears, showing the variables in the component file.
  7. Choose the corresponding variable and click Select (or double-click in the field). The variable name is merged in the record's field (between braces).
  8. Repeat this process for each field in the record you want to map. When you are finished, click Close to close the Select Field dialog box.
  9. At the HotDocs Component File Matching dialog box, click Close. You are returned to the HotDocs Template Extension Setup dialog box.

The next step is to create the template extension and set it to use the shared component file mapping you just created.

Part 2: To create a template extension for a pointed template

  1. Complete the steps described in the article Create HotDocs Template Extensions.
  2. In the Answer File Options group, select Generate Answer file, and then select Component File matching. (This setting tells Time Matters to use the mapping associated with the shared component file, which you defined at the main HotDocs Template Extension Setup dialog box.)
  3. Make any other changes to the extension (again, see Create HotDocs Template Extensions. When you are finished, click OK to save your changes and close any open dialog boxes.

Once the template extension is created, you can assemble documents using the templates. See Assemble Documents from Within Time Matters for details.