Num
|
Title (click)
|
Description
|
Tut. 01 |
Data Types |
A primer on the four types of information (data) in HotDocs: Text, Number, Date, and True/False. |
Tut. 02 |
The Computation Variable |
An introduction to the four types of computation variables: text, number, date and true/false. |
Tut. 04 |
Dates |
How to use and compute date values. |
0001 |
Random Number Generator |
Generates a random number between 0 and 99. |
0002 |
Count how often a Multiple Choice answer was selected |
Counts how many times each option of a MC variable was selected in a REPEAT. |
0003 |
Decimal numbers without the preceding "0" |
Removes the preceding "0" from decimals less than 1 (e.g. "0.75" -> ".75"). |
0004 |
Copy a Repeated Variable |
Makes an exact copy of a repeated variable. Copies each answer of one repeated variable into a second repeated variable. |
0005 |
Place a List in a Variable |
Creates a list from the items in a repeated variable, and places the list in a single text variable so that it can be inserted anywhere in your document. |
0006 |
Bold, Italic, or Underlined Text |
A work-around that allows you to use simple text formatting (bold, italics, underline) in a computation variable. For word processor-based documents only. |
0007 |
Proration of Real Estate Taxes |
For Real Estate closings. Prorates real estate taxes based upon the number of days in the current year that have elapsed as of the closing date. |
0008 |
Using Number/Date Values in a Text Computation |
How to include a numeric/date value in a text computation. |
0009 |
Test Your Computation One Line at a Time |
An overview of using the STEP instruction to test buggy computations one line at a time. |
0010 |
Determine if a number is odd or even |
The computation checks a number variable, and returns True if the number is even and False if it is odd. |
0011 |
Comparing Dates |
How to compare dates within a computation. |
0012 |
Returns in Text Strings |
How to place a Return (Line Feed, New Line, Carriage Return) in a text string or create multi-line output. |
0013 |
Clear a Variable |
How to clear a variable's answer. |
0014 |
Split Up a Name |
Parses a full name into its component names. |
0015 |
Loops via REPEAT |
How to create and use a basic loop with a REPEAT. |
0016 |
Pop-up Prompts on Dialogs |
Have a dynamic message appear on your dialog box to guide or warn the user. |
0017 |
Message Box |
How to Display a Message Box with a Dynamic Message. |
0018 |
Column-style List |
How to produce a column-style list with a computation. |
0019 |
Master List of REPEAT Variables |
Use a multiple choice variable to hold a master list of answers gathered from REPEAT dialogs. |
0020 |
Remove Spaces |
Remove spaces from a string or text variable. |
0021 |
Selective Period (".") |
Determines whether or not a period needs to be placed at the end of a sentence. |
0022 |
Multiple REPEAT Filters |
How to use multiple FILTERs for a single REPEAT. |
0023 |
"Fraction Thereof" Taxes - Rounding Up Incrementally |
Rounds up incrementally (e.g. a tax is $3.00 for every $1,000 or fraction thereof). |
0024 |
Last Day of Next Month |
Determines what the last day of next month is. |
0026 |
Pad a Number with Leading Spaces |
Pads the left side of a number with spaces so that the decimals will align properly. |
0027 |
Set a Multiple Choice Variable to "None of the Above" |
How to SET a multiple choice variable to "None of the Above". |
0028 |
Auto-Expiring Template |
Makes a template "expire" 30 days after the first use or after 30 uses. |
0029 |
Change the ASK Mode |
How to change between ASK modes. |
0030 |
HIDE/SHOW v. GRAY/UNGRAY |
Explanation of the differences between HIDE/SHOW and GRAY/UNGRAY. |
0031 |
HIDE/SHOW for Regular HotDocs |
A work-around for Regular HotDocs (not Pro) users that provides similar functionality to HIDE/SHOW. |
0032 |
Using Quotation Marks in a String |
How to place quotation marks in a text string or variable. |
0033 |
Populate a Multiple Choice Variable with Data from a Repeated Dialog |
Gathers all of the answers from a repeated variable (repeated dialog) and places them in a multiple choice variable. |
0034 |
Full Name |
Combine various name elements into a full name. |
0035 |
Round to the Nearest Thousand |
Rounds a number variable to the nearest thousand, hundred, etc. |
0036 |
HIDE/GRAY Additional Text |
How to HIDE or GRAY the Additional Text in a dialog. |
0037 |
Round Up to the Next Thousand |
Rounds a number variable up to the next thousand, hundred, etc. |
0038 |
Use Both HIDE and REQUIRE |
How to both HIDE and REQUIRE the same variable. |
0039 |
Auto-Assemble a Document from a Custom Button-bar Button |
How to add a button to your word processor's button bar that will automatically launch a given template for assembly. Instructions are also included for creating a menu item or a Windows shortcut. |
0040 |
Use an UNANSWERED Variable in a Calculation |
How to include variables which might be UNANSWERED in a mathematic formula. |
0041 |
Calculate the Average of Answered Variables |
Takes the average of only ANSWERED variables. |
0042 |
Use Merge Text with a Multiple Choice's "Other" Option |
A work-around that mimics merge text for a multiple choice variable's "Other" option. |
0043 |
Change the Prompt of a Nested Dialog |
How to control how a nested dialog's prompt appears on the parent dialog. |
0044 |
ANSWERED( Variable[x] ) |
How to test for an ANSWERED variable at a specific counter level. |
0045 |
Pop-up Calculator on a Dialog Box |
How to create a "calculator" button on a dialog box that pops up a calculator. |
0046 |
Convert a Text String to a Date Value |
Converts a string containing a date to a HotDocs date value. |
0047 |
Convert Text to Pig-Latin |
Translates a string of text or a text variable into Pig-Latin. |
0048 |
Using Chevrons in Computations |
How to insert and use chevrons ("«»") in computations. |
0049 |
Possessive Form of a Word |
Places a possessive ending on a word, 's (Bill's) or ' (Bus'). |
0050 |
Plural Form of a Word |
Places the proper plural ending on a word, -s -es or -ives. |
0051 |
Format a Number as "nine point seven five" |
Formats a number or percentage with a decimal in the form "nine point seven five [per cent]". |
0052 |
Format a Fraction as "four and one half" |
Formats a number and its fraction in the form "four and one half," "four and one fourth," "four and seven eighths," etc. |
0053 |
Smart Salutation -- Married Couples |
Generates a multi-party salutation that will selectively format for either married couples (Dear Mr. and Mrs. Jones) or for non-married parties (Dear Mr. Jones and Ms. Johnson). |
0054 |
Referencing Multiple Choice Merge Text |
How to reference multiple choice merge text to use within a computation. |
0055 |
Automatically Add Settlor/Trustor to the List of Trustees |
If the Settlor/Trustor(s) are also designated to be trustees, this computation will automatically add their names at the top of the Trustees list. |
0056 |
Reverse Text |
Inverts a string of text or a text variable (reverses it). |
0057 |
Convert Number/Date Values to Text Values |
How to convert a numeric or date value into a text value. |
0058 |
Use Returns or Tabs in Merge Text |
How to place a Return or a Tab in the merge text of a multiple choice variable. |
0059 |
Tabs in Text Strings |
How to place a tab in a text string. |
0060 |
Convert a Roman Numeral |
Converts a Roman numeral back into a standard (Arabic) number. |
0061 |
Format a Date "900603" (yymmdd) |
How to format a date without spaces or separators. |
0062 |
"All (100%)" |
Format a percentage as "all (100%)", "half (50%)", "five percent (5%)", etc. |
0063 |
Answer Count |
Determine how many of a multiple choice's options were selected (when "Select all that apply" is activated). |
0064 |
Which "Select All That Apply" Answers Were Selected? |
How to determine which of the "Select All That Apply" multiple choice answers were selected (when "Select All That Apply" is activated. |
0065 |
Parsing "Select All That Apply" Answer Selections |
How to parse the selected answers of a "Select All That Apply" multiple choice variable. |
0066 |
Monthly Salary |
Computes an individual's monthly salary/wages based on their paycheck and the pay period. |
0067 |
Signing Date |
A flexible signing (acknowledgment) date computation that either accepts and formats a date provided by the user, or creates a "fill-in-the-blank" type date where any piece of information can be supplied and the others left as "fill-in-the-blank" areas. |
0068 |
Strip Punctuation |
Strips all punctuation from a string or text variable, returning only letters, numbers and spaces. |
0069 |
Alternatives to IF ANSWERED |
Other ways to test whether a variable has an answer. |
0070 |
Avoid ***Computation*** |
How to keep computations from returning ***Computation*** by providing a fall-back answer. |
0071 |
Clear a Repeated Dialog |
How to completely clear a repeated dialog (all variables, all levels). |
0072 |
Nearest/Next Business Day |
How to automatically move a date that falls on a Saturday/Sunday to either the nearest or next business day. |
0073 |
Decreasing COUNTER |
Create a dialog counter that counts down rather than up. |
0074 |
Child Support |
Determines the percentage of gross income to go to child support based on the number of minor children. |
0075 |
State, Commonwealth, or D.C |
Places "The State of ...", "The Commonwealth of ...", etc. before a state name as appropriate. |
0076 |
"Same As Above" - Carry answers forward |
Copies answers from the previous repeated dialog window into the current window. |
0077 |
"You must file for the following years ... " |
Based on the last year that an individual made a tax filing, create a list of years that the individual must still make filings for. |
0078 |
Complete Address |
Format a complete multi-line or single-line address. |
0079 |
Age in Years, Months and Days |
Calculates an individual's age in years, months and days. |
0080 |
Sum a Filtered Dialog |
How to sum a number field from a filtered repeating dialog. |
0081 |
Last Word |
Extracts the last word from a text string or variable. |
0082 |
Loops via Recursion |
How to create a loop through recursion (having a computation call itself). |
0083 |
First Wednesday of the Month |
How to determine what day of the month a fixed weekday will fall on (e.g. the first Wed. of the month). |
0084 |
Amortization Table |
Computes the level periodic payment for a loan. |
0085 |
Minor Children |
Count minor children; create a list of minor children; filter the minor children out from a list of all children. |
0086 |
Remove "and No Cents" |
Suppress "and No Cents" when dollar amounts do not have a cent value. |
0087 |
Does Date X Fall Between Dates Y & Z? |
Determine if a date falls between two given dates. Or, determine if a date falls within a given range. |
0088 |
Determine the Last Repetition of a REPEAT |
How to determine when a REPEAT has reached its last repetition. |
0089 |
"a" or "an" |
Automatically chooses "a" or "an" to place before a text variable, as appropriate. |
0090 |
Determine Lettercase |
How to determine if a string is upper or lowercase. |
0091 |
CONTAINS v. "=" |
The difference between CONTAINS and "=", and when to use CONTAINS. (Updated 7/4/2002). |
0092 |
Is Date X after Date Y? |
How to determine of a date falls after a given date. |
0093 |
Variable Arguments |
Use and placement of variable arguments (padding, unanswered text, format example, merge text, and repeat level). |
0094 |
Amicus Attorney Addresses |
How to import and use addresses from Amicus Attorney. |
0095 |
Amicus Attorney File Parties |
How to import and use party information from an Amicus Attorney file. |
0096 |
Single-line Address from a Multi-line Address |
How to reformat a multi-line address as a single-line address. |
0097 |
HotDocs Quick-Edit Macro |
A WordPerfect macro that allows you to browse to and open a HotDocs template or component file for editing. |
0098 |
Amicus Attorney Custom Fields |
How to convert an Amicus Attorney custom date, number, or true/false field into one usable by HotDocs. |
0099 |
Parsing Time Values |
Parse hours, minutes, and am/pm from a text string and SET them in number variables for time calculations. |
0100 |
Elapsed Time |
Compute elapsed time in days (optional), hours, and minutes. |
0101 |
Total Time |
Total the time entries from a list or a repeated dialog. |
0102 |
Convert Hours to Military Time |
Convert hours to military time (00:00 for 12:00 am, 13:00 for 1:00 pm, 23:00 for 11:00 pm, etc.). |
0103 |
Include "and" in the Year |
Spell out a date in the format "Third day of June, One Thousand Nine Hundred and Ninety". |
0104 |
"In the year of our Lord ..." |
Spell out a date in the format "Third day of June in the year of our Lord, this One Thousandth Nine Hundred and Ninety Ninth". |
0105 |
Internal Database Tables - An Alternative to Pick Lists |
How to emulate a database table without using pick lists or external databases; how to select multiple records on a single dialog; how to associate two or more different lists with a particular dialog. |
0106 |
Day of the Year |
Determine the day of the year (from 1 - 365/6). |
0108 |
Running a Macro During Assembly |
How to run a macro during assembly. |
0109 |
Count Weekdays or Weekends |
Determine the number of weekdays or weekends that fall within a given range of dates. |
0110 |
Auto-Save Macros |
Word and WordPerfect macros for automatically saving your document after assembly. |
0111 |
Multiple Choice Variable as a Text Value |
How to use a multiple choice variable as a text value. |
0112 |
Record & Paste Data |
Allows you to selectively record and paste repeated dialog data. |
0113 |
No Computation Variable Required |
How to hard-code simple computations right into a template. |
0114 |
Warning Dialog |
Creates a warning dialog that will allow the user to either go back and change an answer or to proceed. |
0115 |
Ask a Variable |
How to force a variable to be asked, even if it is already ANSWERED. |
0116 |
(Even) Smarter Fraction Formatting |
Formats any decimal value as its fraction; omits the fraction portion for whole numbers. |
0117 |
Reusable Computations |
How to make your computations reusable; how to make a computation mimic a function. |
0118 |
Internal Database Tables - An Example |
A sample template to demonstrate one way of implementing internal database tables. |
0119 |
Filter Out Duplicates |
How to filter out duplicate entries in repeated dialogs. |
0120 |
Variable[n] |
When to use "[n]" after a repeated variable. |
0121 |
GRAY or HIDE a Computation Button |
How to GRAY or HIDE a computation button on a dialog box. |
0122 |
Nested REPEATs and the DB Connection |
How to maintain master-detail relationships between linked tables when using the Database Connection (Updated 07/26/2002). |
0123 |
User-Selectable Filters (DB Connection) |
How to create user-selectable filters for the Database Connection. |
0124 |
Time + 1 HOUR |
Simple time calculations - add or subtract an hour. |
0125 |
Open a Library with a Word Processor Button |
How to create a custom button on your word processor button bar to open a HotDocs library. |
0126 |
Nine and no/100 Dollars |
Format a dollar amount as Nine and no/100 Dollars. |
0127 |
Combine Multiple Repeat Dialogs into One |
How to combine a series of lists gathered from variables on multiple repeated dialogs into a single list consisting of one variable on one repeated dialog. Effectively combines many lists into just one. |
0128 |
Can I GRAY out Multiple Choice Options? |
Various techniques and workarounds that give the equivalence of GRAYing out or disabling multiple choice options. |
0129 |
COUNT a filtered dialog |
How to obtain the COUNT of a filtered dialog. |
0130 |
Multi-line To Single-line |
Converts multi-line text to single-line text by replacing all returns with a comma and a space. |
0131 |
Fast-tracking Repeated Dialogs |
How to have a repeated dialog jump directly to the end. In other words, how to skip all answered levels of the dialog and go directly to the "add a record" screen. |
0132 |
Record Look-up |
How to jump directly to a given record in a repeated dialog. |
0133 |
Asset Navigator |
How to implement smart and quick navigation of repeated dialogs. |
0134 |
Naming Conventions |
A few suggested variable naming conventions and points to consider in creating a convention. |
0135 |
State Abbreviation to State Name |
Converts a two-letter state abbreviation into the name of the state. |
0136 |
State Name to State Abbreviation |
Converts a state name into the two-letter state abbreviation. |
0137 |
Username/Password Generator |
Automatically generates a random network username and password. |
0138 |
Paragraph Punctuator |
Automatically determines end-of-paragraph punctuation for a series of conditional paragraphs. |
0139 |
Signature Block: Parallel Columns |
How to create a repeated signature block with two parallel columns. |
0140 |
Send Only Overflow Text to Addendum |
Demonstrates how to use as many lines as available in an Automator field, sending only the overflow text to the addendum. |