Download I nst alla Use atio er`s on G s Ma Guid anu de a ual

ALLA -STA
ATE LEG
GALL Forrms
“Thhe most efficieent way to praactice law in tthe state of Ne
New Jersey®”
Verssion 166.0
Installaatioon G
Guidde aand
Useer’ss Maanuual
Version 11.0.6
October 20014
Updatted: October 77, 2014
TTable of
o Conntents
C
Copyright Infformation.................................................................................................................................... iii
W
Warning and Disclaimer ................................................................................................................................ iv
A
Acknowledgm
ment (Creditss) .............................................................................................................................. v
LLicense Agreeement ........................................................................................................................................ vvi
................................................................................................................................. 1
Introduction .....................
.
M
Minimum Sysstem Requireements ..................................................................................................................... 2
P
Patch/Updatee Installation ................................................................................................................................ 3
Installation ......................................................................................................................................................... 4
N
Network Instaallations ....................................................................................................................................... 5
G
Getting Starteed ................................................................................................................................................. 6
Differeent Types of Templates
T
............................................................................................................... 7
Enteriing the Attorney Information......................................................................................................... 7
Create a Default Answer File ............................................................................................................... 8
FFilling a Form
m.................................................................................................................................................... 9
Movinng Around a Form
F ......................................................................................................................... 9
Answer File ........................................................................................................................................ 110
Usingg a Wizard ................................................................................................................................... 110
A
Assemble a Document
D
.................................................................................................................................. 111
Answers for an Inteerview .................................................................................................................... 111
End of
o Interview Diialog ...................................................................................................................... 112
View a Summary of
o Questions or
o Answers ........................................................................................ 114
Open a Saved Doccument ................................................................................................................... 114
S
Saving Your Work
W ......................................................................................................................................... 115
Answer Files ...................................................................................................................................... 115
Saving Filled Forms ........................................................................................................................... 116
Saving as PDF Filee ............................................................................................................................ 116
Workiing with Saved Filled Forms ....................................................................................................... 117
Usingg an Existing Answer
A
File ............................................................................................................ 117
Usingg Your Answerr File Library .......................................................................................................... 117
Delete
D
an Answ
wer File.................................................................................................................. 118
Create
C
a Foldeer............................................................................................................................ 118
Add
A an Existingg Answer Filee ........................................................................................................ 118
Change
C
an Ansswer File’s Prroperties............................................................................................ 119
M
Manage Yourr Answer Filees........................................................................................................................... 119
S
Special Featu
ures............................................................................................................................................ 220
Spell Checking ................................................................................................................................... 220
Field Overflow .................................................................................................................................... 221
Resize Fields...................................................................................................................................... 222
Overrriding a Field ............................................................................................................................... 222
Addenndum .......................................................................................................................................... 223
Changge the Addendum Format .......................................................................................................... 223
A
ASLF Installation Guide
e and Users’’ Manual
Page i
H
Helpful Hints .................................................................................................................................................. 224
Accesssing Functionns within ASLLF ...................................................................................................... 224
Field Types ........................................................................................................................................ 224
Propeerties ........................................................................................................................................... 225
Addinng Your Own Text
T Boxes ............................................................................................................ 225
Changging Size of Fields
F
(Text Booxes) ................................................................................................ 225
Custoomize the wayy Answers aree Displayed ....................................................................................... 226
The Iccon Bar ...................................................................................................................................... 227
Backing Up Answeer Files ................................................................................................................... 228
Locating the Answeer Files .................................................................................................................. 228
Charaacter Mappingg............................................................................................................................. 228
More Helpful Hints.............................................................................................................................. 228
P
Printing Form
ms............................................................................................................................................... 229
Print a Completed Document ............................................................................................................. 229
Print a Blank Copy of a Form ............................................................................................................. 229
Print PDF-Based
P
Form
F
Document...................................................................................................... 330
Usingg the HotDocs Print Functioon ...................................................................................................... 330
Usingg Adobe Acrobbat ......................................................................................................................... 330
LList of HotDo
ocs File Exten
nsions .................................................................................................................. 331
TTroubleshootting and FAQ
Q’s ......................................................................................................................... 332
A
ASLF Subscrription Inform
mation ................................................................................................................... 335
G
Glossary of Terms
T
......................................................................................................................................... 336
Index of Form
ms .............................................................................................................................................. 338
W
Wish List ......................................................................................................................................................... 442
Index ................................................................................................................................................................ 444
N
Notes ............................................................................................................................................................... 446
A
ASLF Installation Guide
e and Users’’ Manual
Page ii
C
Copyriight Infformattion
C
Copyright 2014,
2
by AL
LL-STATE LEGAL®
A Division of
o ALL-STA
ATE Intern
national, Incc.
O
One Commeerce Drive
C
Cranford, NJ
N 07016
9908-272-080
00 (Outside NJ 800.222.0510)
A
All rights reeserved. No
o part of this publicatioon may be reeproduced, transmitteed, transcrib
bed,
sstored in a retrieval
r
system or translated intoo any langu
uage in any fform by any
y means witthout
tthe expresseed written permission
p
of HotDocss Corporatioon and ALL
L-STATE L
LEGAL®
((“ALL-STA
ATE”). Inforrmation in this
t documeent is subjecct to changee without notice and dooes not
rrepresent a commitmen
nt on the paart of HotD
Docs Corporration or AL
LL-STATE LEGAL. T
The
ssoftware described in this
t manual is furnished under a liicense agreement and may be useed or
ccopied only in accordan
nce with thee terms of th
he agreemeent.
H
HotDocs® iss a registereed trademaark of HotDocs Corporration.
M
MS-DOS® and
a Window
ws® or Wind
dows 98® or Windows N
NT® or Windows ME® or Window
ws 2000®
®
®
oor Windowss XP or Wiindows Vissta are regisstered trad emarks of M
Microsoft C
Corporation.
IIBM® and PS/2
P ® are reegistered trademarks of
o Internatiional Busineess Machinees.
W
WordPerfecct® is a registered trad
demark of Corel
C
Corporration.
A
All other brrands or pro
oducts used in this man
nual are traademarks, registered trrademarks,,
ttrade namess, service marks
m
or serrvice namess of their resspective ow
wners.
A
ASLF Installation Guide
e and Users’’ Manual
Page iii
W
Warninng and
d Discllaimerr
A
ALL-STAT
TE LEGAL® (“ALL-ST
TATE”) an
nd HotDocss Corporatiion make n
no represen
ntation
o
or warrantiies with respect to thee contents or use of th
his manua
al and speciifically discclaim
a
any expresssed or impllied warran
nties of meerchantabillity or fitneess for any particularr
p
purpose.
ALL
L-STATE LEGAL Forrms are prottected by C
Copyright, ©
©2014 ALL-STATE
IInternationa
al, Inc., All Rights Resserved. Unaauthorized rreproductioon, distributtion or otheer use is
p
prohibited. Our forms are
a designeed to be prep
pared and eexecuted soolely under tthe superviision of
aan attorney. Only an atttorney can properly determine iff a specific fform is legally sufficien
nt for a
p
particular purpose.
p
AL
LL-STATE LEGAL dooes not acceept liability for and herreby disclaim
ms, loss
oor damage caused
c
by th
he use of ou
ur Legal forrms. The prroduct is liceensed, not ssold.
Everry effort hass been made to producce this manu
ual as accurrately as posssible. Therre may
b
be some errrors, both ty
ypographicaal and conteent-based. A
ALL-STAT
TE LEGAL recommends that
tthis manual be used as a guide onlly and declaares it to bee up-to-datee at the timee of printing
g.
This manual pro
ovides basicc informatioon that is neecessary to use the softtware. For more
information
n regarding other options, please contact
c
the T
Technical S
Support Dep
partment att
A
ALL-STAT
TE LEGAL or the vend
dor from wh
here it was p
purchased.
Any changes or modificatioons not exprressly approoved by thee licensor off this softwaare
ccould void th
he user’s au
uthority to operate
o
thiss software.
Tech
hnical Suppo
ort is provid
ded on a reaasonable-eff
fforts basis oonly and th
he Licensor may not
b
be able to reesolve every
y support isssue. The en
ntire risk ass to the quaality and perrformance oof
ttechnical su
upport is borrne by you. Should thee support prrove ineffecctive, you an
nd not the L
Licensor
aassume the entire cost of any servvice and/or repair.
r
In ad
ddition, thee ability imp
plemented b
by
L
Licensor ha
as inherent limitations
l
and you mu
ust determin
ne that the support suffficiently m
meets
y
your requireements. The Licensor supports th
he software only if it is used underr the condittions
aand on operrating systems for whicch it was deesigned.
P
PROFESSIO
ONAL RESPONSIBILITY
Y
You have pu
urchased a license
l
to use a legal foorms produ ct designed
d to assist you in your
p
professionall practice. It
I is your reesponsibility
y to review tthe templattes and docu
uments, dettermine
ttheir accura
acy and deciide whetherr they meett your purpooses. Thesee materials aare not inteended as
a substitutee for your prrofessional judgment.
j
A
ASLF Installation Guide
e and Users’’ Manual
Page iv
A
Acknow
wledgm
ment and
a Suupport
A
ALL-STAT
TE LEGAL® sincerely acknowledg
ges and perrsonally thaanks the valued employ
yees,
ccustomers, lawyers,
l
law
w firms, jud
dges, paraleegals, legal ssecretaries,, programm
mers and ven
ndors for
ttheir contrib
bution of tim
me and expeertise assocciated with tthe develop
pment of thiis product. B
Because
oof everyone’s tremendo
ous effort, diligence
d
an
nd commitm
ment to exceellence, ALL
L-STATE L
LEGAL
p
proudly preesents the newest versiion of ALL--STATE LE
EGAL Form
ms software (“ASLF”)) to the
legal commu
unity.
A
Again, sinceere thanks to
t everyonee involved with
w making
g this producct possible.
FFor CUSTOM
MER INQUIRIE
ES contact:
ALL-STA
ATE LEGA
AL
A Divisio
on of ALL-S
STATE Inteernational, Inc.
One Com
mmerce Drivve
Cranford
d, NJ 07016-3571
908.272.0
0800 ext. 66002 (Outsidee NJ 800.2222.0510)
C
Customer feeedback is very
v
importtant to us. If you have aany suggestions aboutt ASLF or aany of
oour other prroducts or services,
s
pleease contactt us. Also reefer to the W
Wish List section in th
he back
oof this Userr’s Guide.
FFor TECHNIC
CAL SUPPOR
RT contact:
ALL-STA
ATE LEGA
AL Supportt Specialistss are available 9:00 am
m to 4:00 pm
m M-F
Phone: 90
08.272.08000 ext. 6602 (Outside NJ
J 800.222.05510)
Fax: 908..272.1692 (O
Outside NJ 800.634.51884)
www.asleegal.com
Email: teechsupport@
@aslegal.coom
- OR T
The vendor from whom
m you purch
hased the sooftware.
T
To expeditee your call, please
p
be att the compu
uter on whicch the progrram is runn
ning and havve your
ccustomer acccount numb
ber ready.
A
ASLF Installation Guide
e and Users’’ Manual
Page v
LLicensse Agreeemennt
P
PLEASE REA
AD THE TERM
MS AND CON
NDITIONS OF
F THIS LICEN
NSE AGREEM
MENT CAREFFULLY.
BY OPENING
O
TH
HE SEALED
D SOFTWAR
RE CONTAIINERS, OR BY INSTAL
LLING THIS
S
S
SOFTWARE
E, OR BY CL
LICKING ON
N THE “I AG
GREE” BUT
TTON, YOU ARE DESIG
GNATING Y
YOUR
A
AGREEMEN
NT TO BE BOUND
B
BY THE
T
TERM
MS OF THIS LICENSE A
AGREEMEN
NT (THE
““SOFTWARE”).
THE SOFTWAR
RE IS LICEN
NSED (NOT
T SOLD). IF
F YOU ARE
E NOT WILL
LING TO B
BE
B
BOUND BY
Y THE TERM
MS OF THIIS LICENSE
E AGREEM
MENT, YOU
U SHOULD P
PROMPTLY
R
RETURN TH
HE PACKA
AGE, OR PR
ROMPTLY CEASE
C
EFF
FORTS TO DOWNLOA
AD OR USE
E THE
1
S
SOFTWARE
E, AND YOU
U WILL RE
ECEIVE A REFUND
R
O F YOUR M
MONEY .
THIS
S LICENSE
E AGREEME
ENT REPR
RESENTS T
THE ENTIR
RE AGREEM
MENT
C
CONCERNIING THE SO
OFTWARE BETWEEN
N YOU AND
D ALL-STAT
TE LEGAL
L®, A DIVISIION OF
A
ALL-STATE
E INTERNA
ATIONAL, INC. (REFE
ERRED TO A
AS “LICEN
NSOR”), AN
ND IT SUPERSEDES
A
ANY PRIOR
R PROPOSA
AL, REPRE
ESENTATIO
ON, WARRA
ANTY, DEM
MONSTRAT
TION, OR
U
UNDERSTA
ANDING BE
ETWEEN THE
T
PARTIE
ES.
1. LIC
CENSE GR
RANT. Licensor hereby grants
g
to you
u and you acccept a nonexxclusive licen
nse to use
tthe Softwaree in machine--readable, ob
bject code forrm only for oone year and
d the accomp
panying Userr
D
Documentatiion (collectiv
vely referred to as the “Software”) on
nly as authorrized in this L
License Agreement
aand only for your
y
interna
al business usse and not foor resale, disstribution or other use. T
The scope of tthe rights
licensed are personal
p
to you
y and provvide you with
h the right too use and moodify the licen
nsed forms ssolely for
y
your licensed
d legal practiice and not foor resale, disstribution, reeproduction,, publication or use or moodification
b
by others.
S
may be used on
nly by a singlle licensee; L
Licensee may
y not copy th
he Software except as
The Software
n
necessary to use the Softtware on its own
o
internall computers. Such necesssary use includes copying
g the
S
Software to the
t internal hard
h
disk of internal com
mputers, copyying the Softtware to a neetwork file server in
oorder to mak
ke the Softwa
are availablee for use on authorized
a
coomputers and copying th
he Software tto archival
b
backup media.
You agree
a
that yo
ou will not asssign, subliceense, transfeer, pledge, leease, rent or share your rrights
u
under this Liicense Agreeement. You agree
a
that yoou may not rreverse assem
mble, reverse compile orr otherwise
ttranslate thee Software.
Upon
n loading the Software in
nto your comp
puter, you m
may retain th
he Software m
media solely for
b
backup purpo
oses. In addiition, you maay make one copy of the Software on
n a second sett of media foor the
p
purpose of ba
ackup in the event the Sooftware med
dia is damageed or destroy
yed. You may
y make one ccopy of the
U
User’s Manu
ual for backup
p purposes. Any
A such cop
pies of the S
Software or th
he User’s M
Manual shall include
L
Licensor’s co
opyright and
d other proprrietary noticees. Except ass authorized
d under this aagreement, n
no copies of
tthe Softwaree or any portiions thereof may be mad
de by you or any other peerson under your authoriity or
ccontrol.
Rightts not expresssly granted by this Agreeement are rreserved by L
Licensor.
1
Restocking Fees
F
apply.
A
ASLF Installation Guide
e and Users’’ Manual
Page vi
You may transfer your rights to use the Software to another party, which terminates your license.
However, before transferring this Software, the receiving party must agree to be bound by the terms and
conditions of this agreement. If you transfer the Software, you must at the same time either transfer all
copies (whether in printed or machine-readable form) to the same party or destroy any copies not
transferred. You may retain no copies for yourself.
The printed output from the Software is also protected by Federal Copyright Law.
Updates/Upgrades to the Software are governed by the same terms and conditions. Updates are
provided on an exchange-basis and with the receipt and acceptance of an updated copy of the Licensed
Software. You agree to destroy the prior version including all machine-readable or printed form backup
copies and will not remove any proprietary notices, labels or marks on the Software or documentation.
2. LICENSOR’S RIGHTS. You acknowledge and agree that the Software and the User’s Manual
are proprietary products of the Licensor and are protected under U.S. copyright law. You further
acknowledge and agree that all rights, title and interest in and to the Software, including associated
intellectual property rights, are and shall remain with Licensor. This License Agreement does not convey to
you an interest in or to the Software, but only a limited right of use revocable in accordance with the terms
of this License Agreement.
3. LICENSE FEES. The license fees paid by you are paid in consideration of the licenses granted
under this License Agreement.
4. TERM. This License Agreement is effective upon your acceptance by installing, accessing, using
or downloading the Software or any part thereof and shall continue until terminated. You may terminate
this License Agreement at any time by returning the Software and all copies thereof and all extracts
therefrom to Licensor. Licensor may terminate this License Agreement upon breach by you of any term.
Upon such termination by Licensor, you agree to return the Software and all copies and portions thereof to
the Licensor. You agree to reimburse Licensor for its reasonable attorneys’ fees and costs in enforcing this
License Agreement.
5. LIMITED EXPRESS WARRANTY. Licensor expressly warrants, for your benefit alone, for a
period of 90 days from the date at commencement of this License Agreement (referred to as the “Warranty
Period”) that (a) the media on which the Software is contained is free from defects in material and
workmanship and (b) that the Software shall operate substantially in accordance with the User’s Manual. If
during the Warranty Period, the media on which the Software is contained is found to be defective or the
Software does not operate substantially in accordance with the User’s Manual, then you may return the
Software to Licensor for either replacement or, if so elected by Licensor, a refund of amounts paid by you
under this License Agreement. YOU AGREE THAT THE FOREGOING CONSTITUTES YOUR SOLE
AND EXCLUSIVE REMEDY AND LICENSOR’S SOLE AND EXCLUSIVE OBLIGATION FOR
BREACH BY LICENSOR OF ANY WARRANTIES MADE UNDER THIS AGREEMENT.
EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH ABOVE, THE SOFTWARE IS
LICENSED, “AS IS,” AND LICENSOR DISCLAIMS ANY AND ALL OTHER WARRANTIES,
WHETHER EXPRESSED OR IMPLIED INCLUDING, WITHOUT LIMITATION, ANY IMPLIED
WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.
SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED
WARRANTIES OR LIMITATIONS OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL
DAMAGES, SO THE ABOVE LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU.
6. LIMITATION OF LIABILITY. Licensor’s cumulative liability to you or any other party for any
loss or damages resulting from any claims, demand or actions arising out of or relating to this Agreement
shall not exceed the license fee paid to Licensor for the use of the Software. In no event shall Licensor be
liable for any indirect, incidental, consequential, special or exemplary damages or lost profits, even if
Licensor has been advised of the possibility of such damages. SOME STATES DO NOT ALLOW THE
ASLF Installation Guide and Users’ Manual
Page vii
LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL
DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU.
7. TRADEMARK. ALL-STATE LEGAL® is a registered trademark of Licensor. No right, license
or interest to such trademark is granted hereunder and you agree that no such right, license or interest
shall be asserted by you with respect to such trademark.
8. ADDITIONAL RESPONSIBILITIES OF LICENSE; DISCLAIMER. The Software is for the
use of licensed attorneys or their employees under their supervision; only an attorney can determine if any
part of the Software is appropriate for use. Licensor does not accept liability for and hereby disclaims, all
loss or damage caused by the use of the Software. Licensee shall be solely responsible for any use of the
Software in Licensee’s operations. Licensee shall be responsible for verifying any output resulting from use
of the Software if Licensee intends to use or rely on such output for business purposes.
9. INDEMNIFICATION. Licensee agrees that Licensee shall defend and hold Licensor harmless
against any liability, claim or suit, including but not limited to malpractice and shall pay any related
expense, including but not limited to reasonable attorneys’ fees, arising out of any use of the Software.
Licensor reserves the right to control all litigation involving Licensor, Licensee and third parties.
10. GENERAL. This License Agreement shall be construed and governed in accordance with the
laws of the state of New Jersey without regard to its conflict of laws provisions..
11. SEVERABILITY. Should any term of this License Agreement be declared void or
unenforceable by any court of competent jurisdiction, such declaration shall have no effect on the remaining
terms hereof.
12. NO WAIVER. The failure of either party to enforce any rights granted hereunder or to take
action against the other party in the event of any breach hereunder shall not be deemed a waiver by that
party as to subsequent enforcement of rights or subsequent actions in the event of future breaches.
13. GOVERNMENT USE. Use, duplication or disclosure by the Federal Government is subject to
restrictions as set forth in FAR clauses 520227-14, “Rights in Data-General”; 52.227-19, “Commercial
Computer Software-Restricted Rights”; and subdivision (c)(l)(ii) of the Rights in Technical Data and
Computer Software Clause DFAR 252.227-7013; and the limitations set forth in HotDocs Corporation
standard commercial license agreement for this Software. Unpublished rights are reserved under the
copyright laws of the United States.
14. INSTALLATION AND SUPPORT SERVICES. ALL-STATE LEGAL® is not obligated to
provide any installation services, training services or maintenance or support services for the Software.
Licensee is responsible for all costs of installation and training. The Licensor is under no obligation to make
any changes or modifications to the Software. The Licensor reserves the right, with or without prior notice,
to discontinue the Software or to revise the Software.
Technical Support is provided on a reasonable-efforts basis only and the Licensor may not be able to
resolve every support issue. The entire risk as to the quality and performance of technical support is borne
by you. Should the support prove ineffective, you and not the Licensor assume the entire cost of any service
and/or repair. In addition, the ability implemented by Licensor have inherent limitations and you must
determine that the support sufficiently meets your requirements. The Licensor supports the software only
if it is used under the conditions and on operating systems for which it was designed.
ASLF Installation Guide and Users’ Manual
Page viii
IIntroduuction
As th
he leading publisher
p
off New Jerseey legal form
ms for over 65 years, A
ALL-STATE
E
®
L
LEGAL is constantly looking forr new ways to help law firms optim
mize perform
mance in tooday’s
ccompetitive marketplacce. What beetter way too increase yyour producctivity and p
profitability
y than
w
with the con
nvenience off producing
g ALL-STA
ATE LEGAL
L forms on your own ccomputer an
nd laser
p
printer? Wee are proud to present our New Jeersey librarry of legal foorms on CD
D-ROM. Pow
wered
b
by HotDocss®, it is the most
m
powerrful, efficien
nt documentt assembly p
program on
n the markeet today.
ALL
L-STATE LEGAL Forrms Softwarre (ASLF) ccontains oveer 350 form
ms in the folllowing
p
practice areeas: Real Esstate, Familly Law, Bussiness Law,, Litigation, Estate Laaw and Worrkers’
C
Compensatiion. It now includes
i
NJ
J Corporatee Minutes w
with tax form
ms. Using A
ASLF is eassy.
S
Simply selecct the form you need foor a specificc case and eenter your aanswers in tthe
p
preprogram
mmed text boxes.
b
When
n that form is completee, you save y
your answeers in an “an
nswer
ffile” and usee them to co
omplete any
y other form
ms. All repeetitive inform
mation will be inserted
d
aautomatically into the new
n form. You
Y enter th
he data oncee and ASLF
F does the rrest!
THE ONLY
O
NAME YOU N
NEED T
TO KNO
OW
Yourr best resou
urce for:
ƒ Design Services & Clien
nt Developm
ment Materiials
ƒ En
ngraved & Printed Staationery
ƒ Leegal Speciaalty Productts
ƒ Fiiling & Mailling Produccts
ƒ Offfice Produccts
The ALL-STAT
A
TE LEGAL Advantagee:
ƒ FR
REE UPS Ground Shiipping on orrders within
n the contig
guous U.S.
ƒ Sa
ame Day Sh
hipping on orders
o
placeed by 4:00 p
p.m. (EST)
ƒ Highly Comp
petitive Priccing
ƒ FR
REE Inven
ntory Plans
ƒ 10
00% Satisfaction Guaraanteed!*
ƒ Aw
ward winnin
ng website & on-line p
procurementt system
Making It Easierr To Run Y
Your Law O
Office™
800.222.00510 | Fax: 8000.634.5184 | www.aslegall.com
One Coommerce Drive,
D
Cranfford, NJ 070016
* Software is not
n included in
n this guaranttee.
A
ASLF Installation Guide
e and Users’’ Manual
Page 1
M
Minimuum Syystem Requir
R
rementts
The current
c
run
ntime/playerr version off HotDocs w
will install w
when you install ASLF. To
eensure the best
b
perform
mance, it is important to
t meet thee minimum rrequiremen
nts listed beelow.
H
HotDocs is a 32-bit app
plication and
d will not work
w
in DOS
S, Windows 3.1 or mostt instances oof
W
Windows 95
5 operating systems bu
ut is compattible with 644 bit system
ms.
•
•
•
•
•
•
•
•
•
•
•
IBM-compatiblee PC (Not compatible
c
with
w MAC oor iMac)
900 MHz
M or high
her processsor (2 GHz recommend
ded)
1 GB
B RAM (2 GB RAM, recommended
d)
50 MB
M hard disk
k storage
1024x
x768 screen
n resolution
n with at leaast 16-bit collor
Micrrosoft Windo
ows 7 or hig
gher
Adob
be Reader 6 or higher
Micrrosoft Intern
net Exploreer 6.0 or later with an O
OPEN Inteernet conneection
Micrrosoft Word
d 2003 or hig
gher or Correl WordPerrfect 12 or h
higher
CD-R
ROM Drivee
Laseer Printer (P
PCL-based printer witth at least 8 MB RAM. Other typees of printeers may or
may not print ass expected. They includ
de:
o
o
o
o
o
o
Ink Jet,
J Desk Jeet or Bubblee Jet printerrs
Broth
her printerss2
All-in
n-one printeers
16-bitt postscript printer driivers
Xerox
x printers
Most USB Host--based printters (Note: A host-bassed printer d
depends on
n the
computer’s proceessor to gen
nerate printtable pagess, rather thaan the printter’s
proceessor.)
T
TIP: For the most reliable results, use a PCL-based printer with a
at least 8 MB RAM. Additio
onally, it is
rrecommended
d that you prin
nt within the 300
3 dpi to 600
0 dpi range, a
as printing at higher resolutions may be
p
problematic.
2
When using a Brother printer, you can expect a Geneeral Protectioon Fault. Brotther is aware of the problem
m. The
oonly workarou
und is to use th
he suggested emulation (coompatible) priinter listed in the printer d
documentation
n.
A
ASLF Installation Guide
e and Users’’ Manual
Page 2
P
Patch//Updatte Instaallationns
Lega
al forms cha
ange frequeently and du
uring the firrst year of p
purchase orr acceptancee into
tthe subscrip
ption service, you will receive
r
updaates to the ssoftware. E
Each time yoou start HootDocs
P
Player, it au
utomatically
y checks forr updates too ASLF, proovided you have an OP
PEN Intern
net
cconnection. If any upda
ates are avaailable, you will see a fllashing upd
date icon in the status b
bar
((lower rightt-hand corner of the HootDocs libraary window
w).
U
Update Tem
mplate Setss Automaticcally:
1) Doub
ble-click thee update ico
on (blinking
g yellow triangle locateed in the boottom right hand
corneer on the sttatus bar). The
T Install Template S
Set Updatees dialog boox appears,
displlaying a list of updates..
2) Click
k Continue. HotDocs installs the selected up
pdate items.. If prompteed, select
Overrwrite All to
t replace olld files with
h the updateed files.
3) A con
nfirmation dialog
d
appeears indicatiing that thee update(s) h
have been iinstalled.
T
TIP: The firstt time you run
n HotDocs Pla
ayer, your fire
ewall software
e may warn yo
ou that HotDo
ocs is about to
o access the
Internet. You should grant HotDocs perm
mission to access the Interrnet in order ffor the autom
matic template
e set update
ffeature to worrk.
T
TIP: You can
n also check fo
or updates manually
m
at any time by sele
ecting Tools > Update Tem
mplate Sets.
If you prefer not to use thee automatic template seet update feeature, ALL
L-STATE L
LEGAL
p
provides updates to AS
SLF throug
gh HotDocs auto-installl (.HDI) filees posted on
n the Intern
net.
F
Follow these steps to update
u
yourr forms and template lib
brary.
U
Update Tem
mplate Setss Manually::
1) In yo
our Internet browser, go
g to https:///www.asleg
gal.com/AS
SLFupdatess.asp
2) Click
k the desired update fille. HotDocss installs thee templatess and autom
matically opeens the
upda
ated library.
Full version upd
dates autom
matically shiip on CD freee of chargee, whereas patch updaates are
d
downloaded
d from the website
w
with
h notification sent eitheer by email or fax. Wheen you receeive
tthese notificcations you should upd
date your sooftware as soon as posssible. Charg
ges apply wh
hen
rrequesting another
a
fulll version or patch updaates on CD.
A
ASLF Installation Guide
e and Users’’ Manual
Page 3
IInstallaation
The ASLF
A
softw
ware will heelp you quicckly generatte practical documentss for your prractice.
T
The CD inclludes the fo
orms library
y and the latest version
n of HotDoccs Player an
nd is a two-step
installation process. It is recommeended that you
y install tthe latest veersion of HootDocs Play
yer and
sshould accep
pt the stand
dard setting
gs, unless yoour system administraator tells yoou to make sspecific
cchanges to these
t
settin
ngs. If your CD-ROM drive
d
has th
he auto-run feature enaabled, the C
CD
b
browser win
ndow will ap
ppear autom
matically wh
hen you inseert the CD into the CD
D-ROM drivve.
In prreparation and
a to avoid
d potential problems,
p
cclose any op
pen applicattions, especiially any
w
word processsing program or existing versions of HotDoccs and disab
ble your anti-virus softtware.
T
These itemss can be uniinstalled witthin Window
ws’ Controll Panel by cchoosing thee Add/Remoove
P
Programs option.
Install HotD
Docs Playerr:
IIf HotDocs Player is no
ot already installed on your worksstation, you
u will need tto install it b
before
installing th
he Forms Seet.
1) Inserrt your ASL
LF softwaree CD into your
y
CD-RO
OM drive. T
The ALL-ST
TATE LEG
GAL
Form
ms menu appears.
2) Click
k Install. Th
he Install menu
m
appearrs.
3) Click
k Install Ho
otDocs Pla
ayer. The installation p
program staarts.
4) Follo
ow the on-sccreen prompts. Click th
he Next buttton to movve to each sccreen and cclick
Finissh to compllete the insttallation.
When
n installing
g to an individual compu
uter choosee “Typical.” By default, the softwaare is
installed to the C:\Prog
gram Files\\HotDocs diirectory on your hard d
drive.
T
TIP: If the AL
LL-STATE LE
EGAL Forms Menu
M
does no
ot appear, to manually insttall Player, se
elect RUN from
m the START
T
m
menu and type D:\player\s
setup.exe or D:\autorun (w
where D:\ is yyour CD-ROM
M drive). Follo
ow the on-scrreen prompts
to
he installation
n.
o complete th
Install ASLF
F Forms Seet:
A
After HotDocs Player has
h been in
nstalled on your
y
worksttation, you aare ready too install thee
A
Automated Forms Set.
1) Inserrt your ASL
LF softwaree CD into your
y
CD-RO
OM drive. T
The ALL-ST
TATE LEG
GAL
Form
ms menu appears.
2) Click
k Install. Th
he Install menu
m
appeaars.
3) Click
k Install Au
utomated Forms.
F
The installation
n program sstarts.
4) Follo
ow the on-sccreen prompts, click th
he Next buttton to movee to each sccreen and coomplete
the in
nstallation.
T
TIP: To manu
ually install th
he Forms Set,, select RUN from the STA
ART menu and type D:\settup.exe or D:\autorun
(where D:\ is your
y
CD-ROM
M drive). Follo
ow the on-screen prompts to complete tthe installation.
A
ASLF Installation Guide
e and Users’’ Manual
Page 4
N
Network Insttallatioons
If you purchased
d a multi-usser license agreement,
a
, you can insstall ASLF on your neetwork
aand run HottDocs Playeer on multip
ple workstaations. The m
multiple woorkstation setup differss from
tthe standard
d setup by placing
p
the template an
nd library ffiles on a neetwork drivee shared by
y all
u
users instea
ad of on loca
al workstatiions. The neetwork instaallation utillity is found
d on the insttallation
C
CD in the NS
N directory
y. Also, the network ad
dministratorr performs all updatess instead of tthe
individual users.
T
There are fo
our parts to
o installing ASLF
A
on multiple
m
worrkstations:
• Set up
u the network drive th
hat will storre the Form
ms Set files.
• Deplloy the form
ms and work
kstation insttallation filees to a foldeer on the neetwork.
• Custtomize the workstation
w
install as desired.
d
• Run the worksta
ation installlation progrram on each
h workstation. This proogram firstt installs
HotD
Docs Playerr if it is not already
a
insttalled on th
he workstatiion. Then itt runs the
Auto
omated Form
ms workstaation setup program,
p
w
which createe shortcuts tto the librarry on
the network
n
and
d configuress HotDocs to
t access th
he Forms Seet on the neetwork.
To
Do This
T
Install HotD
Docs or the
Automated Forms
F
templa
ate
set silently
Use the /qn commaand-line optio n. For examp
ple:
msiexec
m
/i "Plaayer\HotDocs Player Editioon.msi" /qn
msiexec
m
/i “WS
S\ALL-STAT
TE LEGAL Foorms Workstaation Setup.m
msi” /qn
When this option is
i used, the in
nstall is complleted without u
user interven
ntion and
The user will n
not be
withoout any visiblee indication off the installatiion process. T
prom
mpted for file locations
l
or ottherwise be ab
ble to custom
mize or cancel tthe
instaallation.
Specify a follder for HotD
Docs
program filees other than the
default locattion
Use the INSTALL
LDIR propertyy when installling HotDocs Player. For eexample:
msiexec
m
/i "Plaayer\HotDocs Player Editioon.msi"
INSTALLDIR
R=”C:\HotDoocs Player\”
This command
c
wou
uld install HottDocs Player to C:\HotDoccs Player\ ratther than
the deefault (C:\Pro
ogramFiles\H
HotDocs\).
Specify a fold
der for HotDo
ocs
answer files other
o
than thee
default locatiion
Use the FOLDER
R_ANSWERS
S property wheen installing H
HotDocs Play
yer. For
examp
ple:
msiexec
m
/i “Plaayer\HotDocss Player Editioon.msi”
FOLDER_AN
F
NSWERS=”K
K:\Answers\”
This command
c
wou
uld set up HottDocs to use K
K:\Answers\ aas the default answer
file foolder.
Create an insstallation log file
f
Use the /L*v comm
mand-line optiion. For exam
mple:
msiexec
m
/i " Plaayer\HotDocss Player Editiion.msi" /L*v C:\player.log
msiexec
m
/i “WS
S\ALL-STAT
TE LEGAL Foorms Workstaation setup.m
msi” /L*v
C:\templatteset.log
This option
o
causes the install to create a log fi
file with detaills about which
h files
were installed and whether the iinstall succeed
ded or not. Loog files are usseful for
troubleshooting errrors that mayy occur during
g the installatiion.
A
ASLF Installation Guide
e and Users’’ Manual
Page 5
G
Getting
g Startted
Oncee ASLF is in
nstalled, you
u can use th
he forms tem
mplates to assemble documents. T
To
aaccess the teemplates (leegal forms)), you will usse the ASL F templatee library. Th
his templatee library
h
helps you orrganize variious Legal Forms,
F
inclluding practtice specificc forms, worrd-processing
fforms and Corporate
C
Minutes.
M
T
TIP: To open
n the ASLF prrogram click on
o START > All
A Programs > ASLF ALL--STATE LEGA
AL Forms > A
ALLS
STATE LEGA
AL Forms sinc
ce the installation does nott create Deskttop shortcuts.
When
n you start the ALL-S
STATE LEG
GAL Formss software, the first thiing that app
pears is
tthe library listing of available
a
forrms.
T
TIP: To learn
n more about the HotDocs library window
w and using ttemplate libra
aries, see the HotDocs Hellps. To
a
access the Ho
otDocs Helps, select HotDo
ocs Help from
m the Help me
enu or press F1.
The template
t
lib
brary windoow is divided into two p
panes. The lleft pane lissts the item
ms
rreferenced in
i the librarry. The righ
ht pane disp
plays inform
mation abou
ut a selected
d item, inclu
uding a
d
description, such as a note
n
explain
ning the revvision date oof that speciific legal forrm.
l
conssists of folders pertainiing to the p
practice areaas of Busineess Law, Estate
The library
L
Law, Family
y Law, Litigation, Reaal Estate an
nd Workers’’ Compensaation. Each list contain
ns form
d
documents for
f use with
h Corel WorrdPerfect orr Microsoftt Word, a wiizard that aallows you to input
d
default inforrmation abo
out your law
w firm and shortcuts
s
too ALL-STA
ATE LEGA
AL web pagee for
eeasy accessiibility to up
pdates.
T
TIP: Items in the library wo
ork like shortc
cuts to the ac
ctual files, so yyou must be ccareful when working with the actual
ffiles. Moving an
a actual file without
w
updatting the file pa
ath will make the file inacccessible from the library.
A
ASLF Installation Guide
e and Users’’ Manual
Page 6
DIFFERENT TYPES OF TEMPLATES
The ASLF Library contain several types of templates, each designed to help you assemble
documents.
Interview Templates:
An interview template does not assemble a document. This kind of template gathers and saves
information in a HotDocs answer source. Providing answers for an interview template is also
called completing an intake interview. The answers from the intake interview can then be used in
assembling other documents. For example, a template library might include an interview
template named Client Information. This template could gather general information about each
client— such as a name, address, gender, date of birth and so forth. You could assemble this
interview template first and create a set of answers in the answer source. Then, when you
assemble other documents that ask for client information, the answers are available for you to
select.
Text Templates:
A text template is created and automated in a word processor, such as Microsoft Word or Corel
WordPerfect. After you assemble a document using a text template, you can view the document
in your word processor and edit any section of the text.
Form Templates:
A form template is a static form or one in which the underlying text cannot be changed or
modified. You can provide answers for these graphic-based documents by answering a series of
dialogs or by using direct-fill assembly to type answers directly on the form. In form templates,
though, answers are limited to a specific area on the page, which may not provide enough space
for the answer. Answers that overflow can be sent to an addendum.
ENTERING THE ATTORNEY INFORMATION
To make it easier to complete the form templates, ASLF has an interview feature to help you
enter the Attorney Information you will want to include on a legal form. This information will be
saved to the same directory as your Answer Files (as the allstate.ans). If you delete it you will
delete the Attorney Information you created. This file should not be deleted from your Answer
File Library.
To start the Attorney Information wizard, highlight the Enter Attorney Information item
in the library-listing window and click the Assemble button or double click the item.
ASLF Installation Guide and Users’ Manual
Page 7
After reading the Welcome
dialog box, click the NEXT button. The
interview will begin and you can fill in
the Attorney Information.
After you complete the first
attorney name, you can click the NEXT
button to fill in the second Attorney
name and information. Continue until
you have completed all of the
information you need and then click the
FINISH button to “Finish the Entire
Interview.” Attorney Information is
now saved and will be available to you
when you complete each form.
TIP: If you assemble legal forms for more than one attorney, the first Attorney Information should be generic and
the subsequent Attorney Information be specific for each attorney.
TIP: You may change the Attorney Information at any time by running the Enter Attorney Information interview
again from the library window.
CREATING A DEFAULT ANSWER FILE
When certain answers are used frequently in a specific document, you can have those answers
automatically inserted each time you assemble the document. To do this, create a default answer
file for that document.
A default answer file must be located in the same folder as the template’s component file.
It must also have the exact same file name as the component file, but the file extension must be
specified as .ANS. In most cases, the file name and path for the component file are identical to
the file name and path for the template file. You can usually find this information on the
PROPERTIES tab of the HotDocs library window.
To Create a Default Answer File:
1) At the HotDocs library window, select a template and begin assembling the document,
using an untitled answer file.
2) Type information only for the answers you want to be default answers.
3) Click the Save Answer button. The SAVE ANSWER FILE dialog box appears.
4) At the FILE NAME box, click the Browse button and locate the folder that contains the
component file, then type the same file name, followed by the answer file extension (either
.ANS or .ANX).
5) In the TITLE box, type a name for the default answer file.
6) Optionally, in the DESCRIPTION box, type a description for the answer file.
The next time you assemble the document, HotDocs automatically inserts the answers
from the default answer file into the template’s answer fields. You can then modify the answers
as necessary and save as a new answer file.
ASLF Installation Guide and Users’ Manual
Page 8
FFilling a Form
m
b
the process by seelecting thee form you w
wish to fill ffrom the lib
brary listing
g. You
You begin
ccan scroll th
hrough the folders
f
to seelect the forrm or you ccan use the Find featu
ure to quicklly find a
fform.
If you know the form numb
ber (located
d in the footeer of most fforms) you ccan enter th
hat in
tthe Find sea
arch criteria
a box. If thee number iss unique, th
hat form willl appear by
y itself in thee
w
window. If it
i is only parrt of a form
m
n
number, it will
w list all th
he forms meeting
m
tthe criteria. For examp
ple, typing in
i
n
number 34S
S will result in forms 344S,
4434S and 14
434s display
ying in the window.
w
You can
c also typ
pe in a word
d or
w
words found
d in the titlee or descrip
ption of
a form to na
arrow down
n the list. Foor
eexample, if you
y type in Deed the liist will
b
be narrowed
d down to all
a forms witth the
w
word Deed in
i the title.
Afterr you find th
he form, hig
ghlight
it in the list and then cllick the Asssemble
b
button, a second windo
ow will open
n, the Answeer File dialoog box.
T
TIP: After ass
sembling a form, you can save
s
the docu
ument as an ..HPD or .PDF
F file. When a form docume
ent is
ssaved, it is separated from the template file, component file and a nswer file tha
at created it. T
This separatio
on means
the fields on th
he document no longer fun
nction as HotD
Docs variable
es, but simplyy as text place
eholders.
M
MOVING AR
ROUND A FORM
F
T
The easiest way to mov
ve from textt box to textt box or fielld to field, iss to use you
ur Tab key. To
rreverse you
ur direction, hold down the Shift keey when yoou hit the Taab key.
To qu
uickly movee to the beg
ginning of th
he documen
nt, hold dow
wn the Contrrol key and then
p
press the Home key. You
Y can also use your mouse
m
to clicck in any fieeld.
A
ASLF Installation Guide
e and Users’’ Manual
Page 9
A
ANSWER FILE
F
A
ASLF next requests th
hat you chooose an Answ
wer File. Yoou can startt a New Ansswer File orr open
aan existing Answer
A
File.
The Answer
A
File is the infoormation yoou provide w
when filling in a form. Y
You may waant to
ccreate a sep
parate Answ
wer File for each client or case. Saaving the infformation tto an Answeer File
ssaves time and
a improvees accuracy
y. Working with
w Answeer Files is th
he power beehind using
g ASLF.
E
Each form’ss text box iss assigned a variable name.
n
Text boxes with the same vvariable nam
me, such
aas “Client Name,”
N
will allow the in
nformation from
f
one teext box to fllow to anoth
her within the form.
W
When the sa
ame Answer File is useed to open a new form,, all text boxxes with lik
ke variable n
names
w
will also flow
w.
This example usses a New Answer
A
Filee.
Click
k the OK bu
utton and th
he Answer File
F
d
dialog box will
w disappea
ar revealing
g the empty
y
fform templa
ate filling th
he screen.
If you completed
d Attorney Informatioon
interview, your
y
law firm
m informatiion will now
w
aappear in th
he form wheere applicab
ble. When you
y
cclick your mouse
m
in a teext box it beecomes brig
ght
y
yellow indiccating this iss the active field. Otherr boxes are pale yellow
w in color by
y default3.
U
USING A WIZARD
W
S
Some of thee fields in a form
f
have “wizards.”
“
A wizard is a series of d
dialog boxes that gatheer the
information
n needed to fill
f a form. When
W
you click
c
into a ffield, an icon appears aat the end oof the
box
x called a Wizard
W
icon. Click on the wizard icoon to open tthe dialog b
box that con
ntains
thee additional information
n.
In this example, cllick the wizaard
icon to open
n the Properrty Informaation dialog
g box
tthat contain
ns the Municipality deffault information
w
with a drop down box.
Click
k the arrow of the drop
p down box to
t
sselect the municipality
m
needed from the list of
d
default inforrmation.
Click
k your choicce and then the FINISH
b
button. You
u will return
n to the form
m and the
information
n will fill in the
t form.
Therre are variou
us types of wizards thaat can be fou
und on the forms like tthe Date
W
Wizard or th
he Table Wizard.
W
When you movee to a field th
hat has beeen preprogrrammed to
acccept a date, a calendar icon will ap
ppear. Click
k the icon an
nd select thee date
from the calen
ndar to havee it automattically enterr into the fieeld. The Taable icon app
pears as
a sp
preadsheet icon and diisplays the table
t
you arre completing in a diffeerent formaat. It
lists the info
ormation yo
ou need to enter,
e
such as
a a list of d
dependant n
names and aages.
3
Screen colors can be changeed through HottDocs Options. When changin
ng default setti
tings in ASLF, you should doocument
tthe changes ma
ade for future troubleshootin
t
g.
A
ASLF Installation Guide
e and Users’’ Manual
Page 10
A
Assem
mble a Docum
D ment
When
n you open ASLF the template
t
lib
brary windoows appearrs where you
u would seleect the
aappropriatee word proceessing temp
plate. To verrify that yoou have seleected the corrrect templlate, you
ccan use the PREVIEW
W tab to see the generaal appearancce of the doocument. Wh
hen you sellect a
w
word processsing template and beg
gin assemblling, you staart the interrview proceess where you can
p
provide answ
wers, then save and prrint the com
mpleted docu
ument. You can also saave the answ
wers you
p
provide in an
a answer fiile, which alllows you too use those aanswers to quickly assemble other
d
documents.
TTo Start an Interview:
1) At
A the ASLF
F library wiindow, locatte and selecct a templatte. The PRO
OPERTIES
S tab of
th
he library window
w
chan
nges to show
w the inform
mation abou
ut the temp
plate.
2) Click
C
ASSEM
MBLE. Thee HotDocs assembly
a
w
window appeears and thee ANSWER
R FILE
dialog box ap
ppears.
3) Select
S
an ansswer file an
nd then click
k OK.
A
ANSWERS FOR AN IN
NTERVIEW
W
When you assemble
a
a document,
d
the
t interview
w appears iin the HotD
Docs assemb
bly window.. Most
ttemplates in
nclude quesstions that have
h
been arrranged intto related g
groups called
d dialogs. T
The left
p
pane of the assembly window,
w
the Interview Outline,
O
listts the dialog
gs used in eeach templaate. The
rright pane displays
d
thee specific qu
uestions useed in each diialog.
Prov
viding answeers for thesse questionss is the centtral task of aan interview
w where you can
eenter all thee necessary
y answers. As
A you proviide answerss for each d
dialog, the iccons in the
interview ou
utline chang
ge to reflectt how much
h of the dialoog is compleete. Even iff you use an
n
eexisting ansswer file to provide
p
infoormation foor the intervview, you may still need
d to update some
aanswers. Yo
ou can modiffy existing answers
a
or enter new iinformation
n.
T
TIP: As you provide
p
answe
ers for
e
each dialog, th
he icons in th
he
in
nterview outline change to
o reflect
h
how much of the
t dialog is
ccomplete:
None of the questions in the
t dialog
are annswered
At least one of the questioons in the
dialogg is answered
All thee questions in the diaalog are
answeered
Repeaats the dialog, allowiing you to
enter more than one set of
o answers
New, empty repeating dialog where
o answers
you caan add another set of
to a list
A
ASLF Installation Guide
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To Enter Answers in an Interview:
1) At the assembly window, select a dialog from the interview outline. The dialog pane
changes to show the questions in that dialog.
2) Click in an answer field. That answer field becomes active.
3) Enter your answer.
4) Move to another field by:
• Pressing the Tab key to move to the next field.
• Pressing the Shift+Tab key to move to the previous field.
• Clicking on another field in the dialog using your mouse.
5) Move to another dialog by:
• Pressing Enter.
• Pressing the Page Down key to move to the next dialog.
• Pressing the Page Up key to move to the previous dialog.
• Clicking the Next button located at the bottom of the navigation panel.
• Clicking the Previous button located at the bottom of the navigation panel.
• Clicking on another dialog in the interview outline using your mouse.
END OF INTERVIEW DIALOG
The END OF INTERVIEW dialog appears after the last dialog in each interviews. At the top of
the dialog, unanswered questions are reported. Below that are buttons for working with your
document and check boxes for closing the assembly window.
After some of the buttons in this dialog, there is a check box titled CLOSE THIS
WINDOW. If you select this check box, HotDocs will automatically close the assembly window
prompting you to save either the answer file and the assembled document. Also, HotDocs will
remember which check boxes you have selected and will use these settings for future interviews.
ASLF Installation Guide and Users’ Manual
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After entering the answers, you can print or save the completed document or attach it to
an email message. Before doing any of these tasks, you can view the assembled document in the
assembly window and make sure the information is accurate.
TIP: You can choose which buttons appear on the END OF INTERVIEW dialog. You make your selections at the
HotDocs Options.
To Work with Assembled Documents at the End of Interview Dialog:
1) At the HotDocs library window, select a template and begin assembling the document.
2) After completing the interview, the End of Interview dialog appears, where you can
perform any of the following tasks:
Go to the First Unanswered Question in the Interview:
If you skip questions during the interview, HotDocs will display a message at the End of
Interview dialog indicating how many questions are unanswered. Normally, you should answer
each of these questions before proceeding.
1) At the End of Interview dialog, click Go to the first unanswered question in the
interview to return to the place in the interview where the first unanswered question
appears.
2) Click the Next Unanswered Dialog button in the navigation bar to navigate to each
subsequent unanswered question in the interview.
3) When all questions are answered (as indicated by icons in the interview outline), click
the Next Unanswered Dialog button to display the End of Interview dialog.
View an Assembled Form Document:
After you complete an interview, you can view the assembled form document at the Form
Document tab.
1) At the End of Interview dialog, click View the assembled form document at the
Form Document tab. The assembly window changes to display the form document.
2) Optionally, if you want HotDocs to notify you of any overflowing answer fields when it
displays the form document, select check for answer overflow.
Send a Text Document to the Word Processor:
After you complete an interview, you can view the assembled text document in your wordprocessor.
1) At the End of Interview dialog, click Send the assembled document to the word
processor. The word processor appears, showing the completed document.
TIP: Pressing F11 will also send the document to the word processor.
While you are assembling a document, you can change an answer in one location and that
change is applied throughout the document. However, once you save a document, it is separated
from HotDocs and no longer functions as an automated form. This means you must manually
locate and change each answer that needs to be modified. If you must change answers in an
assembled document, it is recommended that you reassemble the document using the original
answer file and make your changes during assembly.
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P
Paste an Asssembled Text
T Docum
ment into an Existing Document:
Y
You can passte (insert) an
a assembleed text docu
ument into an existing
g word proceessor docum
ment.
F
For example, if you hav
ve an existin
ng contractt, you can asssemble a d
document coontaining ad
dditional
tterms to thee contract and
a paste th
hose new terrms into thee existing d
document.
1) In
n your word
d processorr, open the document
d
in
nto which yoou want to p
paste the
assembled document.
2) Place
P
your cu
ursor at thee location in
n the docum
ment where you want too paste the
assembled document.
A the End of
o Interview
w dialog, clicck Paste th
he assembleed documen
nt into thee open
3) At
word
w
processsor docum
ment. The word
w
processsor appearss, showing tthe assemblled
document inserted into the existing
g documentt.
V
VIEW A SUM
MMARY OF
F QUESTIO
ONS OR ANS
SWERS
Y
You can view
w a brief summary of the
t question
n and/or ansswers that aare used in a word proccessing
ttemplate. A Question Summary
S
sh
hows an outtline of dialoogs and queestions. You
u can print Q
Question
S
Summaries to use quesstionnaires. An Answerr
S
Summary presents botth the questtions and th
he
aanswers useed to assem
mble a docum
ment. This
p
provides a context
c
for the
t answerss without
rrequiring yo
ou to read the entire doocuments and
it can be efffective form
mat to keep printed
p
copies
oof your work
k.
1) At th
he assembly
y window, cllick the
Quesstion Summ
mary or An
nswer
Sum
mmary tab. The
T assemb
bly window
changes to show
w the selecteed summary
y.
O
OPEN A SA
AVED DOCU
UMENT
A
After complleting a document and saving it, you
y can laterr edit the doocument in the approp
priate
aapplication:
• Text documentss are saved as word proocessor filess (.DOC, .W
WPD or .RT
TF) and to edit
thesee files you will
w use a woord processor.
• Form
m documentts are saved
d as HotDoccs form filess (.HPD or .HFD) and to edit thesse files
you will
w use HottDocs Fillerr.
TTo Open a Saved
S
Textt Document (.DOC, .W
WPD or .RTFF Format):
1) Open
n your word
d processor..
2) Selecct Open (Fiile menu).
3) Brow
wse to the sa
aved docum
ment and clicck Open.
TTo Open a Saved
S
Form
m Documen
nt (.HPD orr .HFD Form
mat):
1) Open
n HotDocs Filler
F
by sellecting Starrt > All Prrograms > HotDocs P
Player > HotDocs
Fille
er.
2) Selecct Open (Fiile menu)
3) Brow
wse to the sa
aved docum
ment and clicck Open.
A
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S
Saving
g Your Work
ASLF works diffferently th
han other sooftware pack
kages you m
might be fam
miliar with. You
w
will be prom
mpted to sav
ve two different types of
o files. Wh
hen you com
mplete a form
m and closee, you
w
will be asked to save th
he Answer File
F first an
nd then the A
Assembled document oor Filled Foorm.
IMP
PORTANT: When you save a Filleed Form, th
he form then
n becomes a form withoout
p
programmin
ng. The form
m will no longer spell check
c
or callculate totalls, the wizarrds will not work
aand you can
nnot save ch
hanges to yoour Answerr File. If you
u need to m
make a chang
ge to that foorm, you
w
will need to open a blan
nk form tem
mplate and bring
b
in thee same Answ
wer File you
u used to crreate
tthe original Filled Form
m. No calcu
ulations willl be updated
d on a Filled
d Form. An
n ANSWER
R FILE
is a compilation of the information
i
n you entereed while filliing a form.
A
ANSWER FILES
F
O
Once a form
m is completted, it should be saved to an Answ
wer File. Wh
hen you save the Answ
wer File,
y
you are saviing the information you
u placed in the text boxxes on the fform. Saving the inform
mation
into the Ansswer File alllows you too use the
d
data in anotther form. Saving
S
a Filled Form
is only necessary when
n cosmetic changes are
m
made since they are no
ot saved in the
t answer
ffile. Howeveer, if you wa
ant to save the
t Filled
F
Form, it is best
b
to savee it after thee form has
b
been finalizeed, not duriing the editiing processs.
TTo Save an Answer Fiile:
1) Click
k on the FIL
LE menu an
nd select CL
LOSE (or
click the “X” in the
t upper right-hand
r
corner).
c
2) A dia
alog box app
pears with “The
“
answeers in the
answ
wers file FIL
LE NAME have chang
ged. Do
you want
w
to savee these answ
wers for usee later?”
Click
k the SAVE
E button.
3) The Save
S
Answeer File dialoog box will appear.
a
Fill in the FILE
E NAME. Use
U the TAB
B key to
movee to the nex
xt field; the same
s
inform
mation will
appeear in the TIITLE box. You
Y can also type notees into the D
DESCRIPT
TION box too view
when
n you next open
o
the An
nswer File. After
A
comp
pleting the in
nformation, click the O
OK
butto
on.
4) Anotther dialog appears.
a
“D
Do you wantt to save a
copy of the assembled docu
ument?” Click the
DON
N’T SAVE button.
b
A
ASLF then closes the dialog
d
box and
a the form
m and
rreturns you to the libra
ary-listing screen.
s
T
TIP: Answer Files have the .ANS exten
nsion whetherr they are bina
ary or xml ansswer files.
A
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SAVING FILLED FORMS
After saving the Answer File you then are asked to save the Assembled document or Filled
Form. When you save a Filled Form, the form becomes a document without programming. The
form will no longer spell check or calculate totals, the wizards will not work and you cannot save
changes to your Answer File. You only want to save a Filled Form when cosmetic changes are
made since they are not saved in the answer file. However, if you want to save the Filled Form, it
is best to save it after the form has been finalized, not during the editing process.
1) Click FILE on the menu then select SAVE DOCUMENT AS…
2) Enter the filename.
3) Select the directory where you would like to save the form.
4) Click on the SAVE button.
You will need to open this form again using the HotDocs Filler program. You can access
the HotDocs Filler program by going to your program list and selecting HotDocs Player >
HotDocs Filler (assuming the program was installed using the defaults). In HotDocs Filler select
FILE, then OPEN to open your saved filled form.
SAVING AS A PDF FILE:
You can save the completed document as a PDF file which allows you to attach the file to an
email. This allows the recipient to view the document without needed ASLF. Saving a document
as a PDF files not only separates the document from the component and answer file, it also
removes the placeholder fields. Only the current answers are shown as static text on the
document. To view or edit a PDF document, you must have a full version of Adobe Acrobat Pro
installed to use the Acrobat tools for editing the document. For this reason the answer is saved
to make changes to the form if needed in the future.
1) After completing the form click on the FILE menu and select CLOSE (or click the “X” in
the upper right-hand corner).
2) A dialog box appears with “The answers in the answers file File Name have changed. Do
you want to save these answers for use later?” Click the SAVE button.
3) The Save Answer File dialog box will appear. Fill in the FILE NAME. Use the TAB key
to move to the next field; the same information will appear in the TITLE box. You can
also type notes into the DESCRIPTION box to view when you next open the Answer File.
After completing the information, click the OK button.
4) Another dialog appears. “Do you want to save a copy of the assembled document?” Click
the SAVE button.
5) The SAVE AS dialog box appears. Towards the bottom at “Save as” click the drop-down
list and select PDF Form (*.pdf).
6) Type a name for the file and browse to the location where it should be saved, click SAVE.
The PDF file is now saved at that location.
ASLF Installation Guide and Users’ Manual
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WORKING WITH SAVED FILLED FORMS
After filling a form, you can save the document as an .HFD or .HPD file. Viewing and editing
answers in saved form is done in HotDocs Filler. When a form is saved, it is separated from the
template file, component file and answer file that created it. This separation means the fields on the
document no longer function as HotDocs variables, but simply as text placeholders.
You may also be able to save documents as PDF files. This not only separates the document
from the component and answer file, it also removes the placeholder fields. Only the current answers
are shown as static text on the document. To work with a PDF document, you must have a full
version of Adobe Acrobat Pro installed and use the Acrobat tools for editing documents.
Start HotDocs Filler to locate and open the appropriate form document. When you edit a
saved form document, HotDocs Filler still automatically checks the length of the answers and the
size of the fields. If your changes cause an answer to fit in its field, Filler removes that item from the
addendum; if your changes cause an answer overflow, Filler warns you and asks how you want to
resolve the overflow.
Using an Existing Answer File:
When you open a form template, you can start a New Answer File or open an existing Answer
File. When you open an existing Answer File, any fields that you have already supplied the
answers for will be automatically completed for you.
1) Select the form you wish to complete
from the library listing.
2) Click the ASSEMBLE button.
3) At the Answer File dialog box, click the
down arrow to display the available
answer file or click the OPEN button to
display the default Answers directory.
4) Select the Answer File you need to use and click the SELECT button when in the
Answer directory.
The form will appear on your screen. Any
fields previously answered will be populated with
the same data. If you make a change to a number
field, the totals will recalculate, Wizards and drop
down boxes will work, etc.
USING YOUR ANSWER FILE LIBRARY
The Select Answer File window helps you organize
answer files, much like a HotDocs library helps you
organize templates and clause libraries. When you
save an answer file, HotDocs adds the file to the
answer file manager. The Select Answer File automatically tracks all the answer files you create.
You can manage your answers files by modifying the properties that include their file names,
titles, locations and descriptions.
In addition, you can view an answer file’s history—a list of all the times the answer file
has been used, including the template it was used with. Finally, the Select Answer File lets you
preview the answers currently saved in an answer file by using the CONTENTS tab.
ASLF Installation Guide and Users’ Manual
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T
TIP: Items in the library wo
ork like shortc
cuts to the ac
ctual files so yyou must be ccautious when
n working with
h the actual
ffiles. Moving an
a actual file without
w
updatting the file pa
ath will make the file inacccessible from the library.
D
Delete an Answer
A
Filee from the Library:
L
1) Selecct the file th
hen click DE
ELETE or hit the deleete key on y
your keyboaard.
You will
w be askeed if you waant to deletee the associaated Answeer File. Clicck YES to d
delete
tthe Answer File from your
y
list and
d from the hard
h
drive. Click NO iff you just w
want to remoove the
A
Answer Filee from the list, but not physically from
f
your h
hard drive.
C
Create a Fo
older:
1) At th
he HotDocs library win
ndow, click the
t
Answ
wer File Manager buttton. The An
nswer
File Manager
M
window
w
appeears.
2) Click
k the Add bu
utton. The ADD
A
ITEM
M dialog
box appears.
a
3) In th
he TYPE drrop-down lisst, select FO
OLDER.
The dialog
d
box changes
c
to show
s
the op
ptions
need
ded for foldeers.
4) In th
he TITLE fiield, type a name for th
he folder.
5) Optio
onally, typee a descriptiion about th
he folder
in thee DESCRIP
PTION box
x. (This desccription
will appear
a
at th
he PROPER
RTIES tab of
Answ
wer File Ma
anager.)
6) Click
k OK. The fo
older is add
ded to the an
nswer
library.
A
Add an Exissting Answ
wer File:
IIf a colleagu
ue has creatted an Answ
wer File and
d you wish tto use the ssame file, yoou can “add” the
ffile to your Library.
L
1) At th
he HotDocs library win
ndow, click the
t Answerr File Manager button
n. The Answ
wer File
Mana
ager window
w appears.
2) Click
k the Add bu
utton. The ADD
A
ITEM
M dialog boxx appears.
3) Nextt to the FIL
LE NAME box,
b click th
he Browse button to loocate and op
pen the file..
4) In th
he TITLE box,
b type a name
n
for the answer fille. This titlee will identiify the answ
wer file
in An
nswer File Manager.
M
5) Optio
onally, in th
he DESCRIIPTION box
x, type a deescription too help you id
dentify the answer
file. (This
(
descriiption appeaars at the PROPERTI
P
IES tab of A
Answer Filee Manager aand can
be ussed when seearching forr specific an
nswer files.))
T
TIP: You can add multiple answer files at one time. When
W
browsin
ng for files, yo
ou can press CTRL or SHIFT to
sselect more th
han one file att a time.
C
Change an Answer Fille’s Title, History
H
or Notes:
N
1) Selecct the item you
y want too change.
2) Click
k PROPERTIES.
A
ASLF Installation Guide
e and Users’’ Manual
Page 18
3) Enteer the new title
t
name.
T
TIP: By addin
ng keywords to
t the notes, it will be easie
er to locate th
he Answer Fille later by using the Find fe
eature.
M
MANAGE YOUR
Y
ANSW
WER FILES
S
W
When you are
a viewing Answer Fille Manager, you are noot viewing tthe actual an
nswer files —
instead, you
u are viewin
ng referencees to actual answer filees, similar too shortcuts in Window
ws.
B
Because of this,
t
use cau
ution movin
ng answer fiiles on yourr workstatioon or chang
ging file path
hs. If
tthe file path
h does not match
m
the acctual file loccation, you w
will be unab
ble to access that answ
wer file.
1) Click
k the Answe
er File Man
nager buttoon. The Ansswer File M
Manager diialog box ap
ppears.
2) Complete any off the tasks described
d
in
n the follow
wing table:
To
Do This
Create a new
n empty an
nswer file
Click
k the New bu
utton.
Delete an answer file
Seleect the answerr file and then
n click the Rem
move button.
Sort answ
wers in alphanu
umeric order
Seleect a folder an
nd then click th
he Sort buttoon.
View the answers
a
curreently saved in the
answer file
n click the Con
ntents tab.
Seleect the answerr file and then
Find when
n an answer fiile was used too
assemble documents
n click the Pro
operties tab.
Seleect the answerr file and then
Change th
he title, path, file
f name,
history orr description
Seleect the answerr file and then
n click the Pro
operties buttoon and
mak
ke the changess.
Change a folder’s title or
o description
n
k the Properties button. M
Make
Seleect the folder aand then click
the changes.
c
Delete a folder
fo
Seleect the folder aand then click
k the Removee button.
Move an answer
a
file to a different follder
Dou
uble-click the ffolder to open
n it and then sselect the answ
wer
file and
a drag it too the folder.
Search forr a specific an
nswer file
Cheeck the Find b
box and type iin any text froom the answerr file’s
title or descriptioon.
A
ASLF Installation Guide
e and Users’’ Manual
Page 19
S
SPECIA
AL FEA
ATUREES
S
SPELL CHE
ECKING
Y
You can hav
ve ASLF sp
pell check yoour answerss as
y
you enter th
hem into thee forms or after
a
you
ccomplete filling in a forrm.
TTo Spell Ch
heck Answeers as you type them::
1)
2)
3)
4)
5)
Open
n ASLF to the
t Library
y List Screeen.
Click
k TOOLS on
n the Menu.
Click
k OPTIONS
S.
Selecct the SPEL
LL CHECK
KING folder.
Selecct the option
ns needed as
a described
d in
the fo
ollowing tab
ble:
T
To
Do
o This
H
Have HotDocss ignore capitalized words, such as namees,
ccities, titles an
nd so on
S
Select IGNOR
RE CAPITALIZED WORD
DS.
H
Have HotDocss ignore word
ds that contain
n all capital lettters,
ssuch as acrony
yms
S
Select IGNOR
RE WORDS IN
N ALL CAPIITALS.
H
Have HotDocss ignore word
ds that contain
n both uppercaase and
lowercase letteers
S
Select IGNOR
RE WORDS W
WITH MIXED
D CASE.
H
Have HotDocss ignore word
ds that also con
ntain digits
S
Select IGNOR
RE WORDS W
WITH DIGITS
S.
H
Have the repla
acement word
ds HotDocs su
uggests match
h the
ccase of the missspelled word
d
S
Select MATCH
H CASE WHE
EN COMPAR
RING.
H
Have HotDocss match the ca
ase of misspellled words wh
hen
rreplacing them
m
S
Select MATCH
H CASE WHE
EN REPLAC
CING.
H
Have HotDocss provide a lisst of possible replacements
r
for
m
misspelled words
S
Select ALWAY
YS SUGGEST
T REPLACE
EMENTS.
H
Have HotDocss provide a lisst of possible replacements
r
based
oon words that sound like thee misspelled word
w
S
Select MAKE PHONETIC SUGGESTIO
ONS.
H
Have HotDocss provide a lisst of possible replacements
r
based
oon words that are typographically similarr
S
Select MAKE TYPOGRAPH
HICAL
S
SUGGESTION
NS.
H
Have HotDocss provide a lisst of possible replacements
r
that
aare made up of
o more than one
o word
S
Select MAKE SPLIT WOR
RD SUGGEST
TIONS.
H
Have HotDocss spell check text
t
fields thaat have more then
t
oone line to theem
S
Select CHECK
K MULTIPLE
E-LINE TEX
XT
O
ONLY.
H
Have HotDocss use the UK spelling dictioonary
S
Select USE UK
K SPELLING
G DICTIONA
ARY
Complete your form
f
as usu
ual. The program will aalert you to any misspeelled words.. You
ccan deselectt the item to
o disable th
he automaticc spell check
king.
A
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e and Users’’ Manual
Page 20
FIELD OVERFLOW
When you fill a form, ASLF checks each field as you move to the next field and verifies that the
information you entered will fit in the space allowed. If the text does not fit, ASLF will make you
aware of the overflow by displaying an Overflow Options dialog box.
After you answer the variables in dialogs, you can manually check for answer overflow.
And when you direct-fill assemble a form document, HotDocs automatically checks each field
when you move to another field. Also, when you print a
document, HotDocs checks for any unresolved answer
overflows.
Manually Check for Field Overflow:
1) At the HotDocs library window, select a form template
and begin assembling the document.
2) After answering the questions in each dialog, select the
DOCUMENT tab to view the assembled document.
3) Click CHECK OVERFLOW (TOOLS menu). HotDocs
begins comparing the size of each field and answer.
4) If an answer is too long, the OVERFLOW OPTIONS
dialog box appears.
Make adjustments as explained in the following table:
To
Do This
Edit the answer to make it fit the field
Click EDIT then change the answer.
Resize the field to make it fit the answer
Click RESIZE then change the size of the field.
Override the field type and edit the answer
Click OVERRIDE.
Shrink the font size until the answer fits or the
minimum font size is reached
Select SHRINK TO MINIMUM SIZE. If new size
still isn’t adequate, you must select a different option
for resolving the overflow.
Send the entire answer to the addendum
Select SEND TO ADDENDUM.
Resolve the overflow later
Click IGNORE.
After resolving an overflowing field, the IGNORE button changes to the CONTINUE
button. Click CONTINUE. HotDocs checks again to see if the answer fits, then moves to the
next field with answer overflow, if any.
TIP: You can prevent HotDocs from checking overflows during assembly through the TOOLS menu.
ASLF Installation Guide and Users’ Manual
Page 21
RESIZE FIELDS
During direct-fill assembly, HotDocs may notify you that an answer overflows its field. One way
to resolve answer overflow is to enlarge the size of the field so it can contain the entire answer.
1) At the OVERFLOW OPTIONS dialog box, click Resize. The assembly window shows
the overflowing field with handles on the borders.
2) Position the mouse pointer over one of the border handles. The pointer changes to a
double-pointed arrow indicating which directions the border can move.
3) Hold down the mouse button and drag the border to a new position.
4) When you think the new size is big enough to contain the entire answer, click Resume
on the OVERFLOW OPTIONS dialog box. HotDocs checks the field again.
5) If the overflow is not resolved, the OVERFLOW OPTIONS dialog box prompts you
again to resolve the overflow.
6) If the overflow is resolved, the OVERFLOW OPTIONS dialog box affirms there is no
overflow. Click Close.
OVERRIDING A FIELD
At times, the settings for a field may not work for the information required. You can override the
programming in a field. For example, if a field is programmed as a date field and you need to type
words into that field, you can override the programming and type the text in the date field. If you
want to keep an answer from flowing between like variable fields, you can override. When you
override, you can type any character in the field regardless of the type of information the field is
programmed to receive.
Note: The Override command is not available in a saved Filled Form. Answers typed in
overridden fields are not saved in the answer file. The original answer is saved in the answer file
and used in any computations or other fields that require it. When you Override and Answer:
•
•
•
You override it in that field only. If other variables have the same name, they will not
be affected by the override.
No information entered into a field override is included in any calculations or saved to
the Answer File.
The answer previously typed into that field will be saved to the Answer File and will
not be used in calculations involving that field.
To Override an Answer:
1) After entering answers, click the FORM DOCUMENT tab. The assembly window
changes to show the document.
2) Select the field you want to override.
3) Click the OVERRIDE FIELD button and, at the OVERRIDE FIELD warning message,
click OK. The assembly window appears again.
4) In the field, type the answer you want and then move to a different field. The overridden
field changes to gray.
To remove the overridden answer, select the field and click the OVERRIDE FIELD
button. The current answer is removed and the saved answer reappears. In a saved form
document, you cannot “override” an answer. Instead, you simply select the field and edit the
answer as necessary. Please note that the override warning will then appear when you try to
print or save the form.
ASLF Installation Guide and Users’ Manual
Page 22
A
ADDENDUM
M
O
One of the options
o
to co
orrect an ovverflow is too send the aanswer to an
n addendum
m. By selectting the
S
SEND TO ADDENDU
A
UM option, ASLF will send the coontents of th
he text box to a new paage it
ccreates at th
he end of th
he documentt. You can
aalso use thiss option to force
f
an add
dendum.
Click
k the FIELD menu chooice and
sselect Overfflow from th
he menu to see the Fieeld
O
Overflow dialog box.
Yourr addendum
m will appearr at the end
d
oof the form on a new pa
age unless you
y specify
ootherwise. You
Y can form
mat your ad
ddendum
u
under the menu
m
choice of FORM,
A
ADDENDU
UM. You can
n create heaaders and
ffooters, change page margins,
m
fonts and moree.
C
Change thee Addendum
m Format:
T
The default addendum appearancee may not be
b consisten
nt with yourr project staandards. Yoou can
cchange the addendum
a
items
i
and references,
r
as
a well as th
he fonts, sp
pacing, head
ders, footerss, page
n
numbering and page fo
ormatting. You
Y can alsoo choose to print the ad
ddendum ass a pleading
g paper.
1) Open a teemplate forr editing.
2) Click TE
EMPLATE PROPERT
TIES then A
ADDENDU
UM (FILE m
menu). Thee
ADDENDUM dialoog box appeaars.
M
Make chang
ges as descrribed in the following taable:
To
Do This
Include heeader or footeer text in the addendum
a
Type the dessired text in th
he HEADER or FOOTER field.
(Click FONT
T to change th
he formatting of the headerr or
footer text.)
Control th
he alignment of
o the header or footer
text
Select one off the alignmen
nt option buttoons below thee
HEADER orr FOOTER fiield.
Insert a variable
v
in a heeader or footeer
Click the VA
ARIABLE buttton below thee HEADER oor
FOOTER fieeld. The VARIIABLE TYPE
E dialog box
appears. Creeate or insert the variable aas usual.
Specify th
he addendum page marginss
Specify the m
margin setting
gs in the PAG
GE MARGINS
S
grouping. Yoou can changee the left, top, right and botttom
margins.
Control th
he distance beetween labels and
answers
Change the ssetting in the INDENTATION answer ffield.
Y
You cannot edit the con
ntents of an
n addendum
m while it is still in HotD
Docs. To ch
hange answeers in an
aaddendum, you must eiither modify
fy your answ
wers at the DOCUMEN
NT tab or y
you must seend the
aaddendum to
t the Wind
dows Clipboard (FILE menu then SEND AD
DDENDUM
M TO then
C
CLIPBOAR
RD), so you can paste the
t text intoo a word proocessing ap
pplication.
A
ASLF Installation Guide
e and Users’’ Manual
Page 23
H
Helpfuul Hintss
T
This area in
ncludes inforrmation to make
m
using
g ASLF easiier for you.
A
ACCESSING
G FUNCTIO
ONS WITHIN ASLF
T
There are th
hree ways to
t access thee functions available in
n ASLF.
• The
T menu ba
ar
• The
T icons
• Right-click
R
menu.
m
FField Typess:
T
There are seeven basic types
t
of fiellds program
mmed in eacch of the boxxes display
yed on a form
m. They
aare:
eld Name
Fie
Field Function
F
Textt
The text fields
fi
will acceept any characcter. Some texxt fields are p
preprogrammeed
with a patttern, such as Social Securitty Numbers aand Phone Nu
umbers so that you
only need to type in thee numbers, thee dashes and other symbols are entered for
you as you
u type.
Datee
The date fields
f
can be filled
f
by selectting from the calendar wizaard or by typing in a
date. Datee fields may allso be program
mmed with a predetermineed pattern to w
write
out the daate or another date format. If you want too place today’’s date in the d
date
field, typee the letter T and
a hit the tab
b key. The currrent system date will be fiilled
in.
Num
mber
Number fields
fi
may be programmed
p
to add the currrency symbool and add thoousand
separatorss, based on th
he use of the fiield in the form
m. To make a number negaative,
type a min
nus sign (-) aftter you type tthe number an
nd before you hit the tab keey to
move to yoour next field.
Truee/False
True/Falsse fields are ussed for some ccheck boxes w
where only onee box may be
selected. True/False
T
fieelds are also u
used in forms tthat call for y
you to make a choice
such as, “iis” or “is not.”” If you click tthe variable, tthe area will d
display XXX.
Multtiple Choice
The formss include drop
p-down lists w
where applicab
ble. For examp
ple, in many oof the
forms you
u can click on a drop-down llist of locality names in New
w Jersey. If you
select the name, the cou
unty will also be filled in forr you. If you ssee an arrow aat the
right edgee of the text boox, click on it to have the m
multiple-choicee list appear.
Com
mputation
When a foorm has fields that need to b
be totaled or ccalculated, they have been set up
with progrrammed form
mulas. When th
his type of fielld is selected it is gray. If y
you
move into a computation field, a form
mula will recallculate. Anoth
her way to gett a
total to recalculate afterr you have ch
hanged numbeers is to hit thee Esc key. By
y
default, yoou cannot typee in a computaation field unlless you overrride it.
Conttrolled
If a field iss green, you do
d not have th
he ability to ty
ype in it. These are fields
programm
med to accept information fr
from another ssource and wiill be filled in iif the
criteria haas been met.
A
ASLF Installation Guide
e and Users’’ Manual
Page 24
PROPERTIES
You have the ability to change the properties of fields, such as text alignment or the font used.
Right-click on a field and select PROPERTIES from the menu to access these tools.
Adding Text to a Form”
Instead of using a typewriter to add X’s or additional text to a form, you can add/create a field in
an assembled form document using the Filler portion of the program. This field can contain
information; however, this information will not be saved in the answer file or be used to calculate
other answers in the assembled document.
1) Select the form you would like to customize and click the ASSEMBLE button or double
click on the form.
2) Select the Answer file you would like to use and click OK.
3) In the assembly window click the Send Document To Filler button. HotDocs Filler will
open. It will look just
like the Assembly
screen.
4) Click the Select Fields
(the arrow) button.
5) Double click in the area
on the form where you
want to add the box.
6) Click on any of the “red
handles” to move or
resize the box.
7) Click on the box and it
will turn yellow.
8) Type in your text.
Change Size of Fields :
You may need to adjust the size of a field to fit it into the available space on the form document.
1) Either at the Form Document tab of the assembly window or at the open form in
HotDocs Filler, click on the box you want to
resize.
2) Click on a red handle or field border at each
corner and in the middle of each side of the box.
(When the mouse pointer is on a handle, the pointer changes to a double-arrow
indicating the directions the border can be moved.)
3) Hold down the mouse button.
4) Drag the border to a new position.
To Move a Text Box:
1) Hold down the CTRL key, your mouse arrow will have a symbol that looks like a
text box.
2) Click on the text box so that the red handles are visible.
3) Place your mouse over the edge of the box until you see a four-headed arrow.
4) Hold down the mouse button and drag the box to its new location.
ASLF Installation Guide and Users’ Manual
Page 25
CUSTOMIZE THE WAY ANSWERS ARE DISPLAYED.
When a form document is assembled, each field will contain an answer (unless a field is skipped
intentionally). HotDocs provides you with many options for displaying answers in fields, such as
controlling the position, orientation, font, margins, indentation, line formatting and minimum
font size for a field.
1) Either at the Form Document tab of the assembly window or at the open form in
HotDocs Filler, select a field.
2) Click the Properties button. The Properties dialog box appears. (You can also rightclick and select Properties from the shortcut menu.)
3) Make changes as described in the following table:
To
Do This
Change the text's horizontal position in the
field (according to text rotation settings)
Select Left, Center, Right or Justified in the Text group.
(Justified aligns the text both right and left when the text
wraps to another line.)
Change the text's vertical position in the field
(according to text rotation settings)
Select Top, Center, Bottom or Justified in the Text
group. (Justified spreads two or more lines of text evenly
between the top and bottom of the field.)
Rotate the text
Select 0º, 90º, 180º or 270º in the Text group.
Change the font and font properties assigned to Click Font. The Font dialog box appears, where you can
the field
change font properties.
Specify a minimum font size for the field
Type a number in the Min Size field or use the arrows to
select a number. When trying to resolve overflow,
HotDocs won't reduce the font size smaller than this
number. (If an answer is longer than the space available
in the field, you can specify that the font size should be
reduced. After shrinking the font size to this minimum
font size, if the answer is still too long, other methods
must be used to resolve the answer overflow.)
Change the amount of space between the text
and the field borders, relative to the text
rotation
Specify new numbers in the Margins group.
Save changes to the current field and make
changes for the first, previous, next or last
field
Click the corresponding arrow buttons. On the form, the
appropriate field is made active and the Properties dialog
settings change to describe the new field.
Change the unit of measurement (inches,
points or centimeters)
Select a measurement option. Margins and first line
indent are displayed in the selected unit of measurement:
inches, points or centimeters.
Indent the first line of text in an edit field
Click the up arrow or type a number in the First Line
Indent box.
Create a hanging indent (A hanging indent
formats the answer so the first line extends
farther to the left than subsequent lines of
text.)
Click the up arrow in the Left Margin that specifies
where you want the left margin to start and then click the
down arrow to select a negative number for the First
Line Indent box.
Set the same preferences for multiple fields
Select all the fields you want to change, then open the
Properties dialog box and make the changes.
ASLF Installation Guide and Users’ Manual
Page 26
TTHE ICON BAR
B
T
The icons th
hat appear at
a the top off the screen
n can save yyou time by giving you shortcuts tto
vvarious funcctions. From
m left to rig
ght, the icon
ns shown ab
bove are:
Icon
Use
HotDocs Liibrary
Openss the HotDoccs template liibrary. If thee library is aalready open
n, it
bringss it to the froont.
New Answeers
Replacces the curreent answer fi
file with a new
w empty ansswer file.
Open Answeers
Openss the open An
nswer File d
dialog box wh
here you can select anoth
her
answer file.
Save Answeers
Used to
t save the current Answ
wer File.
Send Docum
ment to Filleer
Open and
a send currrent documeent to HotDocs Filler.
Save Docum
ment
Used to
t save the current docum
ment.
Print Docum
ment
Openss the Print diialog box.
Instant Upd
date
Updattes the outlin
ne as you moove between aanswer field
ds.
Resource Pane
Click this
t icon, moove over a fieeld and click. If help is avvailable for th
hat
item, information
i
will
w be displaayed.
Check Spellling
Check
k the spelling
g of text answ
wers entered
d during the interview.
Assembly Queue
Q
Lists the
t documen
nts selected ffor assembly
y and their cu
urrent assem
mbly
status.
HotDocs Op
ptions
Openss the HotDoccs Options diialog box where you can specify several
preferrences that control how H
HotDocs worrks.
What’s Thiss
Chang
ges the mousse cursor to a What’s Thiis help cursoor arrow. Wh
hen you
click on
o any item in
n the HotDoocs library w
window, a pop
p-up window
appearrs giving a sh
hort explanaation of its fu
unction.
A
ASLF Installation Guide
e and Users’’ Manual
Page 27
B
BACKING UP
U ANSWE
ER FILES
A
An importan
nt part of your work iss the answerr files; the ffiles that con
ntain all thee client infoormation
y
you’ve inputt into formss. To avoid losing
l
your answer filees, it is recom
mmended tthat you bacck them
u
up on a regu
ular basis. We
W also recoommend th
hat you back
k them up p
prior to instaalling any ssoftware
u
updates, as a precautio
on. You can copy the an
nswer files tto a separatte folder on
n your hard drive, a
d
diskette or zip
z disk.
LLOCATING THE ANSW
WER FILES
S
T
The Answerr files can be stored in various places depend
ding on:
• Where
W
you in
nstructed ASLF
A
to insstall your an
nswer files.
• Iff you use Microsoft
M
Woord.
• Iff you use WordPerfect
W
t.
If you do not kn
now the locaation of yourr answer filles, you can use Window
ws Find or Search
ttools to find
d the files. Depending
D
on
o which verrsion of Miccrosoft Win
ndows you aare using, w
when you
cclick on you
ur Start buttton, you willl see the ch
hoice of Find
d or Search
h on the men
nu. ASLF aanswer
ffiles always end with th
he file exten
nsion .ANS,, therefore sspecify *.AN
NS when sttarting yourr search.
C
CHARACTE
ER MAPPIN
NG
Y
You can usee Characterr Map to vieew the charaacters that aare availablle in a seleccted font. Yoou can
ssearch for characters by
b Unicode character name
n
or Uniicode subgrroup (such aas arrows or
m
mathematiccal operatorrs) or by oth
her special classificatio
c
ons.
If you know the Unicode eq
quivalent off the characcter you wan
nt to insert,, you can alsso
insert a special charactter directly into a document withoout using Ch
haracter Maap. To do soo, open
tthe documen
nt and posittion the inseertion pointt where you
u want the sspecial charracter to app
pear.
T
Then, with NUM
N
LOCK on, hold down
d
the ALT
A
key whiile using thee number p
pad keys to type the
U
Unicode cha
aracter valu
ue.
If you want to put the Degrree Symbol (°) in whilee typing, holld down thee ALT key w
while
u
using the nu
umber pad keys
k
to typee 0176. The Degree Syymbol will n
now be in the text.
M
MORE HELPFUL HINT
TS
•
•
•
•
•
•
When
W
choosiing a county
y or locality
y from a dro
op down lisst, type the first letter of the
co
ounty or loccality needeed to quickly
y move to th
he first item
m alphabetiically in the list that
sttarts with th
hat letter.
You
Y can use the spacebaar to put an
n “X” in a ch
heck box.
To
T see how your
y
form will
w look wheen it is prin
nted (similarr to Print P
Preview), cllick on
th
he Fields Button
B
to hiide the bluee text boxess.
Help
H
is alwa
ays availablee by clicking
g Help on th
he Menu Baar or by preessing F1.
To
T Zoom in, press F10. To Zoom out,
o press F
F9.
To
T create a negative
n
nu
umber in a number fielld, type thee number firrst and then
n the
minus
m
sign.
A
ASLF Installation Guide
e and Users’’ Manual
Page 28
P
Printinng Form
ms
P
PRINT A CO
OMPLETED
D DOCUMENT
M
Many projects require you to prin
nt copies of your
y
compleeted docum
ments.
1) At th
he assembly
y window, cllick the
Docu
ument Prevview tab (foor form
temp
plates, the Form
F
Docu
ument tab).
The assembly
a
window
w
show
ws a preview
w
of thee documentt.
2) Click
k the Print Documentt button on
the toolbar. Thee document is sent to th
he
speciified printerr.
TTo Print a Filled
F
Form:
1) Selecct FILE fro
om the men
nu.
2) Selecct PRINT DOCUMEN
D
NT.
3) Selecct ADOBE ACROBAT
T and then click
c
OK.
Adob
be Acrobat will
w open an
nd then the Print dialoog
box will
w open.
4) Click
k the PROP
PERTIES button
b
if thee page size iis
legall size. Chang
ge the pagee size for thee printer too be
legall. Then afterr checking the
t other op
ptions
desirred, click OK
K.
5) When
n printing is
i complete,, close the Adobe
A
Acrob
bat
wind
dow.
P
PRINT A BL
LANK COPY
Y OF A FORM
S
Situations can arise wh
here the perrson best su
uited to answ
wer the queestions on a form may not
h
have access to a compu
uter or may not have HotDocs
H
insttalled. For ssuch cases, a printed ccopy of
tthe form is one
o of the best
b
ways too gather thee informatioon needed. Y
You can priint a blank ccopy of
a form from
m the assemb
bly window
w.
To prrint a blank
k copy of a PDF-based
P
template (.HPT), you must use H
HotDocs’ native
p
printing fun
nctionality, which
w
givess you the op
ption of prin
nting only th
he form. (Th
his option iss not
aavailable with Adobe Acrobat.)
A
Yoou specify th
his function
nality at the PRINT DO
OCUMENT
T dialog
b
box, which appears
a
wheen you click
k the PRINT DOCUM
MENT buttoon. If you seelect to
aautomatically use Acro
obat for prin
nting, you must
m
changee this settin
ng.
A
assemb
bling the doocument, Cllick the DO
OCUMENT tab. The asssembly win
ndow
1) After
ch
hanges to show the forrm documen
nt.
2) Click
C
PRINT
T DOCUME
ENT. A proompt appeaars, telling y
you if there are unansw
wered
questions on
n the form.
3) Click
C
OK. Th
he PRINT dialog
d
box appears.
a
4) In
n the OUTP
PUT groupiing, select FORM
F
ONL
LY (BLANK FORM) aand click OK
K.
A
ASLF Installation Guide
e and Users’’ Manual
Page 29
If thee DUPLEX
X PRINT OPTIONS diialog appeaars, it’s becaause the priint options aare set
tto print the form doublle-sided and
d HotDocs has
h not yet printed a d
double-sided
d form to th
he
ccurrent prin
nter. Answeer the questtions and cliick OK.
Somee forms aree different sizes and req
quire settin
ngs differen
nt from the d
default prin
nter
ssettings.
T
TIP: Printing when
w
form ov
verflows: Whe
en users print an assemble
ed PDF-based
d form docum
ment and the d
document
ccontains unresolved answe
er overflow, HotDocs
H
gives
s users three options for re
esolving the o
overflow: 1) re
eview and
cchange the an
nswers or field
d properties, 2) send all ov
verflowing ansswers to the a
addendum orr 3) truncate tthe answer.
P
PRINT PDF-BASED FO
ORM DOCU
UMENTS
W
When you print
p
a PDF
F-based form
m documentt, HotDocs asks if you want to usee either the
H
HotDocs prrint function
n or Adobe Acrobat.
A
Th
he following
g provides ssome guidellines for chooosing
aan option:
U
USING THE
E HOTDOCS
S PRINT FU
UNCTION TO
T PRINT
ƒ
ƒ
ƒ
ƒ
ƒ
ƒ
You
Y cannot print
p
a PDF
F-based form
m using a P
PostScript p
printer driver.
You
Y should print
p
within
n the 300 dp
pi to 600 dpi range, as p
printing at h
higher resollutions
may
m be prob
blematic.
For
F the most reliable reesults, you should
s
printt using a PC
CL-based p
printer with
h at least
8 MB RAM. Other printers may caause unknow
wn problem
ms.
In
n HotDocs 6.1 SP1 and
d earlier, th
he print funcction does n
not scale con
ntent to fit w
within
th
he printablee area of thee printer—iit prints at actual size only. In HootDocs 6.2 aand
la
ater, you ha
ave options for
f scaling the
t contentt.
nswers. (Yoou cannot do this using
You
Y can prin
nt the docum
ment with or without an
g Adobe
Acrobat.)
A
Printing
P
tim
me takes long
ger than prrinting with Adobe Acrrobat.
U
USING ADO
OBE ACROBAT TO PR
RINT
ƒ
ƒ
ƒ
You
Y can prin
nt a PDF-baased form using
u
a PosttScript prin
nter driver. (PostScriptt printer
drivers are always
a
recom
mmended. Non-PostSccript printeer drivers m
may print th
he page
offf-center by
y 1/8" to 1/4"".)
Documents
D
will
w print wiith both forrm fields an
nd answers—
—you have n
no option off
printing one or the otheer.
Printing
P
tim
me is faster than
t
with th
he HotDocs print functtion.
P
PRINT MOR
RE PROFES
SSIONAL-L
LOOKING FORMS
F
B
By using AS
SLF, you allready know
w the value of producin
ng crisp, clean forms. A
ALL-STATE
E LEGAL
aalso offers a wide selection of ruled and blank
k papers thaat will increease the quaality of yourr forms.
N
Not to menttion the add
ded security
y of date staamped wateermark paper. Call you
ur Customer Care
R
Representative at 800.2
222.0510 orr log onto ww
ww.aslegal..com for moore informattion.
A
ASLF Installation Guide
e and Users’’ Manual
Page 30
LList of HotDoocs Fille Extennsionss
T
The followin
ng is a list of
o all file typ
pes used by HotDocs:
Extensio
on
Type
e of File
.RTF
Word
d RTF Templlate
.DOT
Word
d Template
.WPT
T
Word
dPerfect Tem
mplate
.HFT
T
HotD
Docs Envoy-b
based Form Template
T
.HPT
HotD
Docs PDF-based Form Teemplate
.HFD
D
HotD
Docs Envoy-b
based Form Document
D
.HPD
D
HotD
Docs PDF-based Form Document
.CMP
P
HotD
Docs Compon
nent File
.CMP
P
HotD
Docs Interview
w Template
.HDL
L
HotD
Docs Templatte Library
.HDL
L
HotD
Docs Clause Library
L
.HCL
L
HotD
Docs Clause Archive
A
.HDA
A
HotD
Docs Auto-Asssemble File
.HDI
HotD
Docs Auto-Insstall File
.HDP
P
HotD
Docs Publish Settings Filee
.HAL
L
HotD
Docs Answer Library
.ANS
HotD
Docs Answer File
.ANX
X
HotD
Docs XML An
nswer File
.ANT
T
HotD
Docs Text Answer File
.HPL
HotD
Docs Answer Source (Notte: This file eextension isn
n’t required, but since
answeer source filees and regulaar answer filles are stored
d in the same folder, man
ny
templlate developeers choose th
his extension
n to distinguiish between answer sourrce
files and
a regular answer
a
files.))
.JS and .H
HVC
JavaS
Script interviiew file and HotDocs
H
Varriable Collecction file (Th
hese files are
used when
w
generaating HotDoccs Online intterview.)
A
ASLF Installation Guide
e and Users’’ Manual
Page 31
TTroublleshoooting annd Freequentl
tly Aske
ked Queestionss
W
When I open
n a saved forrm, like the HUD-1 form
m (#1401) a
and make ch
hanges to the numbers, it
d
doesn’t reca
alculate. Wh
hat’s wrong with
w
this?
When yo
ou save a Filled
F
Form,, you are crreating an eelectronic im
mage or “ha
ard copy” off the form
and the form
f
is no longer
l
conssidered a “liive” form. T
Therefore, a
automatic ccalculationss no
longer work.
w
To worrk with a “llive” form (where
(
you can edit thee form and save the ch
hanges to
the Answ
wer File), you
y need to open
o
a blan
nk form aga
ain and opeen the Answ
wer File useed to
create th
he original “live form.”” You will th
hen be able to make ch
hanges. Justt hit the Ta
ab key
througho
out the rem
mainder of th
he documen
nt after all cchanges aree made or p
press the ES
SC Key.
All fields will be reccalculated or
o updated with the neew informattion. There is no progrramming
d to a Filled
d Form, any
y changes made
m
to the Filled Form
m will NOT
T be saved too the
attached
Answer File.
D
Does the HU
UD (RESPA
A) perform ta
ax calculatiions?
Simple multiplicat
m
ion, additioon and subttraction callculations a
are perform
med. The tax
x
calculatiion tables are
a not partt of the ASL
LF softwaree package.
C
Can I only buy
b one pracctice area off the forms on
o CD? I on
nly practice R
Real Estatee and only w
want
tthose forms..
No. ASL
LF was pack
kaged to incclude all off our practicce specific fforms on on
ne CD for
convenieence in use and in priccing.
W
Will the ASL
LF run on a Macintosh
h computer?
No. HotD
Docs facilittates the moost recent Microsoft
M
W
Windows proogrammingg which is a different
platform
m than that of Macintosh technoloogy.
IIs there ability to “passw
word protecct” or “securre” documen
nts? How ab
bout issuing
g certain rig
ghts, i.e.,
ccopy only, viiew only, etcc.?
There arre many diffferent ways to secure your docum
ments. Wind
dows allowss for passw
word
access to
o your sharred folders on
o your com
mputer. Aga
ain, it is besst to speak w
with your system
adminisstrator abou
ut what is available
a
to you. There is no utilitty within H
HotDocs for those
function
ns.
C
Can I chang
ge the pre-prrinted legal form template?
No, these forms aree copyrighteed. You can
n add a field
d over existiing text and
d fill the new
w field
with an “X” or simiilar characters to crosss out existin
ng text. You
u can also a
add text by creating
a text bo
ox. Howeverr, a previou
us version in
ntroduced oover 60 word
rd processin
ng templatess that are
created and
a automa
ated in a woord processsing program
am. After yoou assemblee a documen
nt using a
text temp
plate, you can
c view thee documentt in your woord processsor and editt any section
n of text.
C
Can I imporrt the legal form
f
into my
y word proccessor to ediit it?
No, only
y the word processing
p
templates
t
ca
an be createed and autoomated in a word proccessing
program
m. After you
u assemble a documentt using a texxt templatee, you can vview the doccument in
your word processo
or and edit any
a section
n of text.
A
ASLF Installation Guide
e and Users’’ Manual
Page 32
What are your hours for technical support?
Technical Support hours for ALL-STATE LEGAL are 9:00 a.m. – 4:00 p.m., Monday through
Friday. HotDocs support hours are 24/7. Both companies also offer website support.
Do you offer training?
Our technical support staff is available by phone during normal support hours to answer your
questions. The CD includes a short 10-minute tutorial, HotDocs Player includes an online
help system and this manual may prove helpful. To watch the tutorial, insert the CD in your
CD-ROM drive and choose Tutorial from the menu. To access the HotDocs help system, click
the Help Menu or press F1.
Do I need to register?
No, you are automatically registered when you purchase ASLF. As such, you are eligible to
receive all updates and technical support that occurs within your eligibility period.
How will I be informed of any updates?
When you purchase your software, you will have the option of being informed via fax or email.
Full version updates will be shipped to you automatically if they occur during your eligibility
period. All other updates will be made available either from our website (the fastest way to
receive your updates) or email. An announcement is sent to all ASLF customers when
updates are available. Please note that it is important that you notify us when you have
changed your telephone, fax or email address. By doing so, we will be able to notify you of any
available updates. In order for you to be able to download updates from our website, you need
to have internet access to visit us at www.aslegal.com.
How often will ASLF be updated?
Since legal forms change frequently, ASLF is updated at least two times a year. Our carefully
selected team of practicing New Jersey attorneys constantly update current forms affected by
Court Rule changes and advise us as to any new forms that should be added. Also, the
feedback we receive from our customers is reviewed to make further improvements to the
software.
What happens when my eligibility period runs out? Will I need to purchase the entire software
package again so that I can continue to get updates and technical support?
We will bill you before the expiration date of your eligibility period with information on our
Annual Subscription Service. This annual service will allow you to get all form updates and
technical support that occur during the time you are a member. These updates are available
through our website at www.aslegal.com or you can request to receive them through email.
What if I choose not to participate in the Annual Subscription Service and then change my mind
later?
You will not be able to subscribe to the annual service after your initial expiration date has
passed. Any requests thereafter for updates will require you to purchase ASLF at the current
per user price.
I purchased a single user license and would like to use the software on an additional computer(s).
What do I need to do?
Simply notify us that you would like to upgrade your user license to add additional users.
Your account will be charged accordingly.
ASLF Installation Guide and Users’ Manual
Page 33
W
Which icon do I click on
n to start ussing the softtware?
ASLF ad
dds two setss of icons too your Wind
dows menu
us. The best icon to use is accessed
d by your
Start Bu
utton and th
hen selectin
ng the follow
wing:
Program
ms; ASLF Leegal Formss; Forms on
n HotDocs; A
ALL-STAT
TE LEGAL
L Forms
This willl open ASL
LF and laun
nch the HotD
Docs progrram. The firrst thing yoou will see iss the
library listing,
l
wheere you can select the form
fo
needed
d and begin using the p
program.
I saved a fillled form and
d want to op
pen it to editt it. I don’t n
need to editt the answerr file in this
iinstance. Ho
ow do I open
n a filled forrm?
You can
n open filled
d forms from
m the HotDoocs filler scrreen. To op
pen that proogram makee the
followin
ng menu seleections afteer you click the Start bu
utton:
Program
ms; HotDocss Player; HootDocs Filleer
On the HotDocs
H
Filller menu, select
s
FILE
E, OPEN to open a filleed form.
H
How do I pu
ut an icon rig
ght on my desktop?
d
When ussing Windo
ows XP SP33 or later, cllick the men
nu choices u
until you arrrive at the icon you
want to send to you
ur desktop. Right-click
R
the icon to see a menu
u. Choose Seend to , D
Desktop
(Create Shortcut) and
a an icon
n will appea
ar on your d
desktop.
W
When I calle
ed for suppo
ort I was ask
ked which fo
orm numberr I was calliing about. W
What is a forrm
n
number?
With only a few excceptions on Appendix forms,
f
in th
he bottom leeft-hand corrner of each
h page of
every forrm is a footter with the form numbber followed
d by a form description
n, the “R” R
Revised
date (thee date the fo
orm was lasst revised) and
a the “P”” Printed d
date (the da
ate ALL-ST
TATE
LEGAL last printed the form to
t sell. Not all forms a
are printed, some only appear on the
softwaree.) The form
m numbers are
a ALL-ST
TATE LEG
GAL assigneed numberss unique to each
form. Th
here are oveer 350 ASLF
F forms. If you
y have th
he form num
mber ready
y when you ccall, it
helps tecchnical supp
port find th
he form in question
q
beccause it is u
unique to th
he form.
H
How can I te
ell by lookin
ng at the forrm when it was
w last revvised?
With only a few excceptions on Appendix forms,
f
in th
he bottom leeft-hand corrner of each
h page of
every forrm is a footter with the form numbber followed
d by a form description
n, the “R” R
Revised
date and
d the “P” Prrinted date. For examp
ple, if the foooter reads R 6/01, the form was last
revised in
i June of 2001.
2
A
ASLF Installation Guide
e and Users’’ Manual
Page 34
S
Subscrriptionn Inform
mationn
A
After the firrst year of purchase,
p
yoour firm can
n continue rreceiving th
he most up--to-date, tru
usted and
d
dependable forms in th
he State of New
N Jersey
y right at yoour desktop
p with the foollowing ben
nefits:
•
•
•
•
Conttinuous updates of ASL
LF that occu
ur during yyour membeership periood. These up
pdates
inclu
ude new form
ms, enhanceed features,, as well as modificatioons to formss affected by
y court
rule changes.
Freee technical support.
s
Two payment op
ptions for your conveniience.
Fastest way to receive
r
updates - down
nload from oour websitee at www.asllegal.com.
You may
m choosee to pay in fu
ull within th
hirty (30) daays of receiipt of your iinvoice and receive 5%
ooff the regular annual subscription
s
n rate; or th
here is a Deeferred Pay
yment Optioon that will aallow you to
o
p
pay the regu
ular annual subscriptioon rate in 122 monthly in
nstallmentss. The latterr option is n
not
aavailable forr all accounts and requ
uires a sign
ned “Deferreed Billing A
Agreement.” If you chooose the
D
Deferred Pa
ayment metthod, pleasee be sure to tell us how
w you would
d like to receeive the Agrreement
((either via fax
f or email)). Once com
mpleted, pleaase forward
d the Agreeement to thee attention of our
T
Technical Su
upport Dep
partment.
For an
a additiona
al 10% savin
ngs off the subscription
s
n price you can choosee the Two Y
Year
R
Renewal option listed below.
b
You will
w have th
hirty (30) daays from thee date of exp
piration to enroll in the Annual Su
ubscription
S
Service. All requests fo
or membersship or updaates after th
hat time willl require yoou to purch
hase ASLF
aat the curreent per userr rate and alll Technicall Support caalls will be ccharged $300.00 per calll.
You may
m cancel your memb
bership at anytime
a
with
hin thirty (330) days froom the initiaal date of
m
membership
p. No crediit will be givven for any attempted termination
n of service after thirty
y (30) days.
PRICING INFORMATTION*
O
ONE YEAR
R
Workstatio
on
1-2
3-5
6-10
11-20
221-40
41-60
61-99
1100-199
Reg. Price
$303.00
$432.00
$508.00
$687.00
$
$8814.00
$9442.00
$1,1120.00
$11,324.00
Net 30
$287.85
$410.40
$482.60
$652.65
$
$7773.30
$8994.90
$1,0064.00
$11,257.80
Deferred
$25.25
$36.00
$42.33
$57.25
$$67.83
$778.50
$993.33
$$110.33
* Prices subjectt to change without notice
T
TWO YEAR
R
Workstatiion
1-2
3-5
6-10
11-20
21-40
Reg. Priice
$545.40
0
$777.60
$914.40
$1,236.60
$1,465.20
$1,695.60 $$2,016.00 $$2,383.20
Net 30
$518.13
3
$738.72
$868.68
$1,174.77
$1,391.94
$1,610.82 $$1,915.20 $$2,264.04
Deferrred
$45.45
5
$64.80
$76.20
$103.05
$122.10
A
ASLF Installation Guide
e and Users’’ Manual
41-60
$141.30
61-99
$168.00
100-199
$198.60
Page 35
G
Glossaary of Terms
T
A
Addendum - pages add
ded to a form
m documen
nt to show a nswers thatt do not fit iin the fieldss.
A
Answer Fille - a file tha
at contains the informaation used tto assemblee a documen
nt. This clien
nt or
ccase specificc informatio
on can be ussed to reprooduce the saame inform
mation wheree the fields are
ccommon fro
om form to form.
f
Otherr forms may
y need inforrmation thaat was not previously saaved
into an Answ
wer File. Th
he new information willl be added to the existting Answerr File when
n you
cchoose to sa
ave it after you
y complette the form.
A
Answer Fille Managerr - the tool used
u
in HotDocs to org
ganize and aaccess answ
wer files.
A
Answer Sum
mmary - an
n outline shoowing the dialogs,
d
questions and aanswers useed to assem
mble a
d
document.
A
Answer Wizard - a speecial button
n that appeaars next to aan answer ffield in a forrm documen
nt.
C
Clicking this button dissplays questions that will
w help you
u answer th
he question.
A
Assembly - the processs of completting an inteerview; provviding inform
mation for a HotDocs
ttemplate in order to geenerate a doocument.
A
Automated
d Form - a HotDocs
H
tem
mplate conttaining vari ables.
D
Dialog - a collection
c
off related queestions used
d to simplify
fy the assem
mbly process.
D
Document Template - the actual legal form itself. This form appeaars as an im
mage and can
nnot be
imported into a word processor
p
orr modified.
F
Field - a areea on a form
m template prepared too hold answ
wers.
F
Fill - the acction taken by
b the prog
gram to supp
ply a Graph
hical Form w
with the infformation y
you
h
have provided.
F
Forms Set - a collection of HotDoocs templatees.
F
Forms Doccument - a document
d
th
hat containss all the ansswers requiired to be coompleted. A form
d
document’s underlying
g text is stattic, meaning
g it cannot b
be altered oor changed.
F
Forms Tem
mplate - a fille that conttains speciall fields (or vvariables) w
where answeers will be m
merged
tto produce a completed
d document. A form tem
mplate’s un
nderlying teext is static, meaning itt cannot
b
be altered or
o changed.
H
History - a record of when
w
an answ
wer file hass been used and what ttemplates itt was used w
with.
H
HotDocs Fiiller - an ap
pplication th
hat lets you use direct--fill assemblly for HotD
Docs form
ttemplates; you
y can also
o use Filler to edit com
mpleted form
m documentts.
A
ASLF Installation Guide
e and Users’’ Manual
Page 36
HotDocs PDF Advantage - an application that allows you to save assembled text and form
documents as PDF files.
HotDocs Player - an application that lets you assemble HotDocs templates.
Interview- a series of grouped questions you must answer in order to produce a completed
document.
Overflow - if an answer will not fit in the Field provided on the Form, you will be warned that
the answer Overflows. You can then choose to edit the answer, resize the Field, override the
Overflow, shrink the font until the answer fits or reaches the minimum size or send the answer
to an addendum.
Pick List - a list of information that can supply answers to questions. You can choose from a
Pick List when the Select button appears on a Dialog. The pick list information is available to all
Answer Files.
Question Summary - an outline showing the dialogs and questions in a template that need to be
answered to complete a document.
Repeated Dialog - when a form will request identical information for an unknown number of
individuals (such as a client’s children), the Dialog will be set to Repeat until you have entered
as many individuals as you need. To continue the Interview, select Next at an empty Dialog or
click Finish and select the option for finishing the current repeating dialog.
Template - a HotDocs file where instances of variable text have been replaced with HotDocs
variables.
Text Document - a document that contains all the answers required to be completed. A text
document is viewed using a word processing program.
Text Template - a file that contains special fields (or variables) where answers will be merged
to produce a completed document. A text template is created and edited using a word
processing program
Variable– a special field in a HotDocs template where information that changes is merged.
ASLF Installation Guide and Users’ Manual
Page 37
Inddex of Formss – Verrsion 16.0
1
Bussiness Law
w
36055s
37200
60
13522
352
35900
35922
35911
35955
35966
11
14
35755
35700
351ss
CR1
35500
50211
40977s
11500s
Agreemeent to Provide Leggal Services for a Contingent Fee
Assignm
ment - Ind. or Corpp.
Assignm
ment - Transfer of Stock or Bond Poower
Bill of Saale - Ind. or Corp.
Bill of Saale of Business Indd. or Corp.
Certificatte of Dissolution of
o Corporation
Certificatte of Formation foor a New Jersey LLC
L
Certificatte of Registration for a New Jerseyy LLP
Certificatte of Registration of Alternate Nam
me
Certificatte of Registration of Alternate Nam
me for LLC
Certificattion of Debtor's Counsel
C
- Suplm Chapter
C
13 Fee
Chapter 11 Bankruptcy - Meeting
M
of Creditoors
Consentt in Lieu of Meetinng by All Directors
Consentt in Lieu of Meetinng by All Shareholders
Contractt for Sale of Businness - Ind. or Corpp.
Corporate Activity Remindder
Corporate Resolution All Purpose
P
Demandd for Payment of Dishonored
D
Checkk
Informattion Subpoena-Buusiness Entity Debbtor
Law Office Employment Application
A
Estaate Law
520
16322
580ss
570ss
530
105
36300
170
Advancee Directive for Health
H
Care - Liviing Will
Affidavitt of Domicile andd Debts
Agreem
ment to Provide Legal
L
Services - Estates
Annual Report of Guarddian
Appointment of Health Care
C Representaative
E
or Adm
ministrator Cov. as
a to Grantor's Acts
A
Deed - Executor
General Power of Attornney - NJ
NJ Trannsfer Inheritancee and Estate Taxx Schedules (IT-R
R)
Fam
mily Law
3
5080s
840s
3305
815
830s
810
4088
4087
4003
4001
5060s
80
821
822
4080
827
826
825
832
800s
571
Acknowledgment of Servvice
Affidavit of Insurance Cooverage
Agreemeent to Provide Leegal Services in Family Actions
Appearance - Family - Defendant
D
& Attorney
Application for Modificatiion of Court Order-Non-Dissolution
Case Infformation Statem
ment Family Partt, Appendix V
Certificatte and Verificatioon of Non-Collussion - Matrimoniaal
Certificattion by Attorney and Client
Certificattion by Self-Reppresented Litigannt
Certificattion in Support of
o Application forr Arrest Warrant
Certificattion in Support of
o Motion Enforcing Litigant's Rigghts
Certificattion of Failure too Serve Answerss to Interrogatoriees
Certificattion of Non-Militaary Service
Certificattion of Out-of-Sttate C/V/P Time
Certificattion of Out-of-Sttate C/V/P Time Order - Appx C
Certificattion of Proof andd Non-Military Seervice
Child Support Guideliness - Net Child Carre Cost Worksheeet
Child Support Guideliness - Shared - Apppendix IX-D
Child Support Guideliness - Sole - Appendix IX-C
Final Judgment of Divorce (Appendix XXV)
Interrogaatories, Matrimonnial
Judgmennt of Legal Incappacity and Appoiinting a Guardian
ASLF
F Installatio
on Guide and
d Users’ Manual
3585
3580
359
359NP
P
353s
78
3540
12
77
3539
10
3710
UCC111
UCC1
UCC1A
AD
UCC1A
AP
UCC3
UCC3A
AD
UCC3A
AP
UCC5
New Jerseey Certificate of Dissolution of Trade Name
New Jerseey Certificate of Trrade Name
NJ Certificcate of Incorporatioon for Profit
NJ Certificcate of Incorporatioon Non-Profit
NJ Securitty Agreement on G
Goods (UCC)
Note - Ind.. or Corp.
Notes withh Collection Costss Waiver of Presenntment
Order Granting Supplementtal Chapter 13 Feees
Promissory
ry Note - Individuaal Monthly Installm
ments
Promissory
ry Note -Collectionn Costs Waiver off Presentment
Proof of Cllaim - Bankruptcyy Court
Release - General - Ind. Or Corp.
Request FFor Information or Copies
UCC Finanncing Statement
UCC Finanncing Statement A
Addendum
UCC Finanncing Statement A
Additional Party
UCC Finanncing Statement A
Amendment
UCC Finanncing Statement A
Amendment Addeendum
UCC Finanncing Statement A
Amendment Addiitional Party
UCC Inform
mation Statementt
3620
4008
4009
522s
521s
515s
07015
07016
Power of A
Attorney
Refundingg Bond and Releease - Entity Leggatee/Distributee
e
Refundingg Bond and Releease - Ind. Legattee or Distributee
Simple W
Will (Legal Size)
Simple W
Will (Letter size)
Will Intervview Guide
Will Page - Self Proved (S
Simultaneous Exxecution)
Will Page - Signing and S
Self Proved Affidavit
820s
829s
4017
4000
814
3301
4089
3315
5072s
813
4002
823
824
5071
4016
3700
3650
825F
33
31
817
Matrimoniaal Interview Guidde - Assets and Liabilities
Matrimoniaal Interview Inforrmation Record
Mediation C
Case Information Statement
Motion to E
Enforce Litigant's Rights
Notice and Receipt of Child S
Support Release
Notice for Publication (to A
Absent Defendannt) - Family Part
Appeal Rights annd Time to File a Petition
Notice of A
Notice of A
Application for Equitable Distribuution
Notice of M
Motion - Family P
Part with Oral Arrgument
Notice of R
Registration of O
Out-of-State Custtody Order
Order for A
Arrest
Order for E
Enforcement of O
Out-of-State C/V
V/P Time Order
Order for S
Show Cause to E
Enforce Out-of-S
State C/V/ P
Order/Judggment (After Oraal Argument)
Order of Reeferral to Post ME
ESP Mediation Proogram
Parent-Guuardian Release and Indemnity A
Agreement
Certificatioon of Service
Schedule oof Child Supportt Awards- Appenndix IX-F
Summons - Family Part - S
Superior Court - Chancery Div
Summons - Law or Chanccery Divisions - S
Superior Court
Summons to Appear (Non-Dissolution Doccket)
Pag
ge 38
Litigation
485s
32
38
25
4086
717
812
3640
23
27
24
28
41
4014s
4010
4065
4083
35
4003
4060B
4001
816
30
30C
3610
450
451
452
5025
3530
818
5015
19
4045
400s
1154
5040
30FC
3630
4098
4096s
36
171
172
460sg
360s
5032
475s
3300
22
819
5031
5030
4060
603
5056
5054
4077
5075
4000
4075
4076
4082
5057
445
Accident Case - Non-Motor Vehicle Initial Interview Guide
Answer – Special Civil Part (Form A)
Answer - Auto Accident
Appearance - General
Appeal Rights Form with Spanish and Colloguy
Application for Benefits - Personal Injury Protection
Application for Permissions to File Emergent Motion
Attorney's Certificate as to Guardian Ad Litem
Authorization and Request for Employment Records
Authorization and Request for Hospital/Medical Records
Authorization - Request for Copy of Police Records
Authorization - Request for Employment Records Accident
Authorization to Disclose Health Information - HIPAA
Case Management Order
Certificate by Physician in Proceedings to Approve
Certificate of Proof - Property Damage to Auto
Certification – Criminal Action
Certification in Lieu of Oath or Affidavit
Certification in Support of Application for Arrest Warrant
Certification in Support of Application for Wage Execution
Certification in Support of Motion-Order Enforcing Litigants
Civil Appeal Case Information Statement - Appellate Div
Civil Case Information Statement
Civil Cover Sheet
Closing Statement - Recovery – Cont. Fee Arrangement
Complaint - (Contract/Tort) - Special Civil Part
Complaint (On Contract) 4 Counts - Special Civil Part
Complaint
Court Transcript Request
Covenant Not to Sue
Criminal Appeal Case Information Statement
Demand for Discovery of Insurance Coverage
Deposition - Subpoena
Execution Against Goods and Chattels
Examination in Supplementary Proceedings – Ind. Debtor
False Claims Act Cover Sheet
Final Judgment by Default
Foreclosure Civil Case Information State (FCIS)
General Power of Attorney - NJ
Information Subpoena
Information Subpoena - Individual Debtor
Information Subpoena - To Non-Parties
Initial Notice of Claim for Damages Against the NJ-short
Initial Notice of Claim for Damages Against the NJ - long
Interrogatories - Sale of Merchandise - Services
Legal Fee Agreement - General
Megan’s Law Emergent Application
Motor Vehicle Accident - Initial Interview Guide
Notice for Publication - (to Absent Defendant)
Notice in Lieu of Subpoena - (with Duces Tecum)
Notice of Appeal - Municipal Court Decision
Notice of Appeal and Case Info Statement for Appeals
Notice of Appeal to Appellate Division
Notice of Application for Wage Execution (Appendix XI-1)
Notice of Arbitration Hearing (Appendix XXIX)
Notice of Motion-All Courts Other than Special Civil Part
Notice of Motion - Calendar or Discovery Motions
Notice of Motion - Dismiss/Suppress - Special Civil Part
Notice of Motion for Order to Compel Answers
Notice of Motion for Order Enforcing Litigant’s Rights
Notice of Motion General - Special Civil Part
Notice of Motion Summary Judgment - Special Civil Part
Notice of Motion to Dismiss – Criminal Action
Notice of Motion - Calendar or Discovery Motions
Notice to Client / Pro Se Party - All Courts
ASLF Installation Guide and Users’ Manual
446
5073
4085
4084
4061
5086
4002
4090B
5066
5065
4013
4012
5093
5092
5096
5094
5045
828s
4040
3700
480s
4090A
425PI
3620
3659
3660s
490PL
410
5095
5010
5035
476s
34c
5050
26
20
21
37s
34s
31
455
600
602
433s
434s
442s
435s
436s
437s
438s
439s
447s
430s
431s
4050
4031
4032
4004
4030
5000
5090
5091
Notice to Client / Pro Se Party - Motion to Dismiss
Notice to Debtor
Notice to Take Oral Depositions
Order – Criminal Action
Order - Certification and Wage Execution (Appendix XI-J)
Order Enlarging Time to Serve Answers to Interrogatories
Order for Arrest
Order for Discovery - Supplementary Proceedings
Order for Dismissal/Suppression
Order for Dismissal or Suppression - Special Civil Part
Order for Relief to Litigant
Order of Disposition
Order to Show Cause Preliminary Injunction (Appx XII-G)
Order to Show Cause Summary Action (Appendix XII-F)
Order to Show Cause Summary Action (Appendix XII-I)
Order to Show Cause w/o Temp Restraints (Appx XII-H)
Order Vacating Default
Proposed Custody and Parenting Time Visitation Plan
Order for Wage Execution, w/Certification, Superior Court
Parent-Guardian Release and Indemnity Agreement
Personal Injury Initial Interview Guide
Petition for Discovery - Supplementary Proceedings
P.I. Interrogatories, Products Liability, Toxic Torts
Power of Attorney
Pretrial Information Exchange
Pretrial Memorandum
Product Liability - Initial Interview Guide
Proof of Filing Service - Law Division; Chancery Division
Request for Admissions Sale of Merchandise
Request for Statement of Amount of Damages Claimed
Request to Enter Default, with Certification
Small Claims Complaint (Motor Veh)– Summons, Return
Special Civil Complaint - Form A
Stipulation Extending Time for Responsive Pleading
Stipulation of Dismissal
Subpoena - Ad Testificandum with Proof of Service
Subpoena Duces Tecum with Proof of Service
Summons and Return of Service - Landlord/Tenant Issues
Summons and Return of Service - Special Civil Part
Summons - Law or Chancery Divisions - Superior Court
Tort - Complaint - Motor Vehicle Collision Case
Uniform Arbitration Statement of Facts
Uniform Commercial Arbitration Memorandum
Uniform Interrogatories (Form A) - All Personal Injury
Uniform Interrogatories (Form A1) for Medical Malpractice
Uniform Interrogatories (Form A2) Product Liability
Uniform Interrogatories (Form B) - Motor Vehicle Collision
Uniform Interrogatories (Form C) - All Personal Injury
Uniform Interrogatories (Form C1) - Auto Accident Only
Uniform Interrogatories (Form C2) - Falldown Only
Uniform Interrogatories (Form C3) for Medical Malpractice
Uniform Interrogatories (Form C4) - Product Liability
Uniform Interrogatories (Form D) MV Collision-Property
Uniform Interrogatories (Form E) MV Collision-Property
Wage Execution - Certification of Amount Due
Warrant – Failure to Appear
Warrant – Failure to Pay after Order
Warrant for Arrest
Warrant to Satisfy Judgment
Withdrawal / Substitution of Attorney
Writ of Execution - Superior Court
Writ of Execution Against Wages - Superior Court
Page 39
Miscellaneous Forms
efile
1C
Court Filing Letters and #10 Envelopes
ASCII File Layout for efiling
Caption Page
JEFIS
441
01536
JEFIS Agreement, Participation Form, User’s Manual
New Case Index File
Pleading Paper
IAET
IFT
TSOP
Inheritance and Estate Tax General Information
Information for Tenants
Temporary Support Order
2400
225
1643
251
1403s
1401s
1401a
1402s
54
1434
254
255s
256
253s
2510
5097
2004
5
204s
2250
50
2320
52
51
29
133
132
223
3635
17
142
1420s
1410s
401
224
901
900
252
2335
1631
1655
473s
250s
1510
141
140
474
5098
Estoppel Certificate - Mortgage Ind. or Corp.
Extension of Mortgage Ind. or Corp.
Filing of Protest of Fee Assessment (RTF-4)
General Lease Ind. or Corp.
Good Faith Estimate
HUD-1 Uniform Settlement Statement
Addendum Page for Settlement Statement (HUD-1)
HUD-1A Settlement Statement (Optional Form)
Landlord Identity Statement - 1 and 2 Units
Landlord/Tenant Pre-Calendar Call Instructions
Lease Apartment Ind. or Corp.
Lease for Business/Commercial Use Only - Ind. or Corp.
Lease - House Ind. or Corp.
Lease/Gilsey/Advanced Rev - Business and Commercial
Mortgage Closing Statement
Mortgage Foreclosure Amount Due Schedule (Appdix XII-J)
Mortgage Note Ind. or Corp.
NJ County/Municipality Codes
Note Mortgage, Ind. or Corp.
Notice of Real Estate Settlement - Use by NJ Attorney
Notice of Rent Increase with Alternative Notice to Quit
Notice of Unpaid Balance and Right to File Lien
Notice Terminating Lease
Notice to Cease
Notice to Residential Tenants of Rights during Foreclosure
Notification Regarding Off-Site Conditions -Other than New
Notification Regarding Off-Site Conditions - New
Postponement of Mortgage Ind. or Corp.
Power of Attorney for Sale of Real Estate
Proof of Amount Due Affidavit and Schedule
Property Storage Agreement - Buyer to Store
Real Estate Interview Guide to be Used for a Purchaser
Real Estate Interview Guide to be used for a Seller
Release of Premises from Judgment
Release Part of Mortgaged Property Ind. or Corp.
Retainer Letter - Representation of Purchaser/Mortgagor
Retainer Letter Representation of Seller
Short Form Lease Ind. or Corp.
Subordination of Construction Lien Claim
Supplemental Affidavit
Survey Affidavit of No Change
Tenancy Complaint, Summons and Return (w/Addresses)
Tenant Application to Lease
Title Closing Statement - All Purpose
Use and Occupancy Agreement - Buyer to Occupy Early
Use and Occupancy Agreement - Seller to Remain
Warrant of Removal
Writ of Possession - Appendix XI-Y
Pamphlets
BKPY
CDR
IFL
Bankruptcy Law
Divorce Resolution Alternatives to Conventional Litigation
Information for Landlords
Real Estate Law
2A
9A
2
1
8
9
NC1645
NC1650
2015
1633
1640
1630
1642
1635
1625
150
4020
2220
1430
15
16
1431
1442
1634
1644
1641
471
1433
1432
2300
2310
139
131s
130
B131s
3550
102
104
103
101
105
106
108
107
2330
2210
2325
NC132
NC257
EPALPBOOK
Acknowledgment - Corp. or Other Entity
Acknowledgment - Corp. or Other Entity - Deeds Only
Acknowledgment - Corp. or Other Entity Proof by Witness
Acknowledgment - Ind.
Acknowledgment Individual Deeds Only
Acknowledgment - Proof by Subscribing Witness
Affidavit of Consideration or Exemption - RTF-1
Affidavit of Consideration - (Attach to Sheriffs Deeds)
Affidavit of Payment to Discharge Mortgage
Affidavit of Resident Decedent Requesting (L-9)
Affidavit of Title - Corporation - For Sale or Mortgage
Affidavit of Title - For Sale of Property by Individual
Affidavit of Title LLC - For Sale or Mortgage of Property
Affidavit of Title - Mortgage by Individual
Affidavit of Title - Partnership For Sale or Mortge of Property
Agreement to Provide Legal Services for Real Estate
Assignment of Judgment
Assignment of Mortgage Ind. or Corp.
Certification by Landlord
Certification of Diligent Inquiry
Certification of Diligent Inquiry and Accuracy
Certification of Landlord's Attorney
Certification of Landlord (Breach)
Certification of Purchaser of Compliance
Claim for Refund – Realty Transfer Fee
Claim for Refund of Estimated Gross Income
Complaint for Eviction
Consent to Enter Judgment - Tenant Required to Vacate
Consent to Enter Judgment - Tenant to Stay in Premises
Construction Lien Claim
Construction Lien Claim - Amendment
Contract for Building Construction or Repair - Ind. or Corp.
Contract for Sale of Real Estate - Long Form - Ind. or Corp.
Contract for Sale of Real Estate - Short Form - Ind. or Corp.
Contract for Sale of Real Estate - Broker's Vers - Long Form
Corporate Resolution All Purpose
Deed - Bargain and Sale Corp. to Ind. or Corp.
Deed - Bargain and Sale Cov. as to Grantor's Acts
Deed - Bargain and Sale Cov. as to Grantor's Acts
Deed - Bargain and Sale Ind. to Ind. or Corp.
Deed – Executor or Administrator Cov. as to Grantor's Acts
Deed - Quit Claim Ind. or Corp.
Deed – Sheriff’s Deed
Deed - Warranty - with Statutory Covenants - Ind. or Corp.
Discharge of Construction Lien Claim
Discharge of Mortgage Ind. or Corp.
Discharge of Notice of Unpaid Balance - Right to File Lien
Disclosure to Buyer - Information on Lead-Based Paint
Disclosure to Tenants - Information on Lead-Based Paint
EPA Lead Paint Information
ASLF Installation Guide and Users’ Manual
Page 40
Workers’ Compensation Forms
WC-377
WC-366
WC4-15
WC4-12
WC4-14
WC4-6
WC47
WC4-2
WC4-1
WC4-5
WC200S
WC210S
WC-381
441CM
WC-50
WC4-11
WC4-37S
WC-103
Addendum to Order for Total Disability
Affidavit of Dependent or Dependent(s) Representative
Answer to Application for Review or Mod Formal Award
Answering Statement to Motion for Temp & Medl Benefits
Application for Review or Modification of Formal Award
Case Exhibit Listing
Decision of Dismissal
Dependency Claim Petition
Employee's Claim Petition
Employee's Claim Petition - Supplemental Page
Interrogatories - Occupational Disease - Petitioner
Interrogatories - Occupational Disease - Respondent
Medical Provider Application for Payment
New Case Memo
Notice of Motion - All Purpose
Notice of Motion for Temporary Disability/Med. Benefits
Order Approving Settlement with Dismissal
Order for Distribution (for Child Support)
WC-379s
WC-374s
WC-376s
WC-375s
WC122
WC100
WC101
WC4-10
WC60
WC440
WC6
WC4-3
WC4-4
WC4-65
WC27
WC-16
WC4-100
1WC
Order for Distribution of Temporary Award (for Child Support)
Order for Total Disability
Order for Total Disability with Second Injury Fund
Order for Total Disability with Social Security Offset
Order Joining the Uninsured Employers Fund
Order – Judgment or Approving Settlement
Order and Order for Dismissal
Pre-Trial Memorandum
Request for Adjournment
Request for Medical Information
Respondent’s Answer to Application for Medical Provider
Respondent's Answer to Claim Petition
Respondent's Answer to Dependency Claim Petition
Second Injury Fund - Verified Petition
Subpoena – Duces Tecum Ad Testificandum
Trial Scheduling Order
Workers' Compensation Substitution of Attorney
Workers’ Comp Caption Paper
Corporate Minutes
SM2
PMNJ
F2553
I2553
F4797
I4797
Annual Succeeding Minutes
Corporate Minutes for New Jersey
Form 2553 “Election by a Small Business Corporation”
Form 2553 Instructions
Form 4797 “Sales of Business Property
Form 4797 Instructions
FSS4
ISS4
AS1244
1099-S
1097
1098
Form SS-4 “Application for Employer Identification Number”
Form SS-4 with Instructions
Procedures for Utilizing Section 1244 of the IR Code
Proceeds From Real Estate Transactions
Tax Case Information Statement (Appendix XXVIII-A
Tax Case Info Statement Correction (App. XXVIII-B)
Tax Forms
1097
1098
1099S
2553
4797
SS-4
Tax Case Information Statement - Appendix XXVIII-A
Tax Case Information Statement Correction - Appendix XXVIII-B
Proceeds From Real Estate Transaction
Election by a Small Business Corporation
Sales of Business Property
Application for Employer Identification Number
ASLF Installation Guide and Users’ Manual
Page 41
Wish
h List
WHAT IS
S A WISH LIST?
L
In orderr to provide you with th
he highest-q
quality softw
ware packaage possiblee, ALL-STA
ATE
LEGAL
L relies on th
he feedback
k, commentss and suggeestions of ou
ur customerrs regardin
ng
ways in which
w
we ca
an enhance ASLF.
If you have feed
dback that you
y would liike to offer, please fill oout the form
m below. Alll
informattion receiveed is revieweed promptly
y. ALL-STA
ATE LEGA
AL may con
ntact you too
provide more detaills regarding
g your sugg
gestion. Pleaase make su
ure that you
ur contact
informattion is accurrate.
Please tyype or print clearly.
1. Whatt features would
w
you like to see ad
dded to our program?
2. Whatt forms do you
y feel shoould be addeed to the sooftware? Pleease includee examples..
3. Whatt clauses/op
ptions would
d you like too see in certtain forms??
4. Are there
t
other types of coorresponden
nce or reporrts that you
u would like to see
included
d in the softw
ware? (I.E., transmittaal letters, fiiling letters, expense reeports, timee
sheets, etc.)
e
ASLF Insta
allation Guid
de and User
rs’ Manual
Pag
ge 42
5. Otheer comments and suggeestions:
In the ev
vent that wee need to coontact you regarding
r
yyour suggestion(s), pleaase make su
ure
the follow
wing inform
mation is acccurate:
Firm Na
ame:
No. of Attorneys:
A
Your Na
ame:
Title:
Addresss:
Phone:
Fax:
Email:
Either fa
ax or mail the
t completed form to:
ALL-STAT
A
TE LEGA
AL
Attn:
A
Softw
ware Prod
duct Manaager
One
O Comm
merce Drivve
Cranford,
C
NJ 07016
Fax:
F
908.9
956.6509
QUESTIONS?
Please call us at 908.272.08800 ext. 64432 (Outsiide of NJ 800.222.05510)
or emaiil us at [email protected].
ASLF Ins
stallation Gu
uide and Use
ers’ Manual
Pag
ge 43
Indexx
Acknowlledgment............................................ v
Doccument Tem
mplate.................................... 38
Add an Answer
A
File .....................................20
Droop down list ............................................... 30
Addendu
um............................................... 25, 38
End
d of Interview
ew.......................................... 14
Adding Text
T to a Forrm ...............................27
Entter Attorney
y Information ....................... 9
allstate.a
ans ....................................................... 9
ESC
C Key ......................................................... 34
Annual Subscription
S
n Service .....................35
Fielld ................................................................. 38
Answer File
F ...................................... 12, 19, 38
Fielld Overflow ............................................... 23
Answer File
F Library
y....................................19
Fielld Types .................................................... 26
Answer File
F Manageer .................................38
Fiellds Button ................................................. 30
Answer Files
F
.................................................17
Fill .................................................................... 38
Answer Summary
S
........................................38
Filleed Forms .................................................. 18
Answer Wizard
W
.............................................38
Filliing a Form................................................ 11
Assemblle a Documeent.................................13
Find
d feature ................................................... 11
Assemblly ........................................................38
Fold
der .............................................................. 20
Automatted Form..........................................38
Fon
nt.................................................................. 27
Backing Up Answerr Files ..........................30
Form
rm number ......................................... 11, 36
Change Size
S of Field
ds ..................................27
Form
rms Documeent ......................................... 38
Change the
t Default information
i
..............10
Form
rms Set ....................................................... 38
Change the
t form tem
mplate .........................34
Form
rms Templatte .......................................... 38
Characteer Mapping .....................................30
Gettting Started
d............................................... 8
Computa
ation ..................................................26
Help
p.................................................................. 30
Controlleed ......................................................26
Histtory ..................................................... 20, 38
Copyrigh
ht Informatiion.................................iii
HottDocs Filler ............................................... 39
Create Shortcut
S
............................................36
HottDocs New F
Features ............................... x
Customizze answers ......................................28
HottDocs PDF A
Advantage.......................... 39
Date ..................................................................26
HottDocs Playerr ............................................ 39
Default Answer
A
Filee ....................................10
HUD-1............................................................. 34
Delete an
n Answer Fiile ................................19
n................................................................... 35
Icon
Desktop Icon .................................................36
Icon
n Bar .......................................................... 29
Dialog ...............................................................38
Insttallation ....................................................... 4
ASLF Ins
stallation Gu
uide and Use
ers’ Manual
Pag
ge 44
Interview
w ........................................................39
Revvised date................................................... 36
Interview
w Outline .........................................13
Savee/Create An
nswer File ........................... 17
Introducction..................................................... 1
Saveed Filled Foorms ..................................... 18
Library listing
l
................................................. 8
Saviing Filled Forms ................................... 18
License Agreement.
A
...................................... vi
Saviing Your Woork ....................................... 17
Locating
g the Answerr Files .........................30
Seleect Answer F
File....................................... 19
Macintossh .......................................................34
Spelll Checking............................................... 22
Minimum
m System Reequirementss .............. 2
Tab
b key............................................................ 11
Multiple Choice .............................................26
Tech
hnical suppoort ........................................ 34
Negativee number .........................................30
Tem
mplate ......................................................... 39
Network
k Installation
ns ................................... 5
Text
xt .................................................................. 26
Notes ................................................................20
Text
xt Alignmentt ............................................ 27
Number ..........................................................26
Text
xt boxes ...................................................... 12
Overflow
w .................................................. 23, 39
Text
xt Documentt............................................. 39
Overridee..........................................................24
Text
xt Template ............................................... 39
Password ........................................................34
Titlee .................................................................. 20
Patch/Up
pdate Installlations .......................... 3
Traiining........................................................... 35
Pick Listt .........................................................39
Truee/False ...................................................... 26
Print Preeview ................................................30
Upd
dates ........................................................... 35
Printed date
d ...................................................36
USB
B Host-baseed ............................................ 2
Printer................................................................ 2
Varaaible .................................................... 12, 39
Propertiees ......................................................27
Warrning and Disclaimer ............................. iv
Question
n Summary ......................................39
Wish
h List......................................................... 43
Recalculate.....................................................34
Wizzard ............................................................. 12
Red hand
dles ...................................................27
Worrd processorr ............................................ 34
Registerr ..........................................................35
Xeroox ................................................................. 2
Repeated
d Dialog ...........................................39
Zoom
m ................................................................ 30
ASLF Ins
stallation Gu
uide and Use
ers’ Manual
Pag
ge 45
Notees
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ASLF Ins
stallation Gu
uide and Use
ers’ Manual
Pag
ge 46