Can we upload our own templates into Interactive Legal?
There is no way to upload your own templates into the program.
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Customization
This section contains questions and answers regarding Customization in InterActive Legal. Customization of master/element templates is only available to Legacy Plus Subscribers of the Wealth Transfer Practice System or the Elder Law Planning Practice System.
If you don’t find the answer to your question here, please email content@interactivelegal.com.
When I clicked the variable button on the HotDocs bar in the MS Word ribbon, I received a COM error.…
The component files we use for our Hot Docs templates are locked, and there is no way to access the component manager (like you would if working in native Hot Docs).
Created custom master templates, but they don’t appear when we try to “add new…
When this happens you probably created the custom master template but did not create the custom profile to associate the interview to the template and thus make it an available selection in the Add Document Tree.
Custom Profile: I selected the “unmarried” Named Recipients option for customizing a…
These questions are asked every time you start the process of customizing a will or trust profile – or if you edit one of your customized profiles. You could create different assumptions for different profiles (or change them while…
When there are ILS updates are Custom Profiles automatically updated?
For creating pre-answered interviews – custom profiles – when we update the program, there is no change required on your end.
My customized templates are not appearing for use in the system.
There are two different types of custom templates, and they become accessible for use in different ways.
Legacy Customization
Basic Customization Quick Reference Guide.
Do you recommend using the element templates to begin editing with the Wills and Trusts, or do you…
It depends on where the changes are being made.
Do you have any more specific information about the fields and how to make them from the interview…
Information that populates in the templates is based on the interview answers, so if there is a need to add something from the interview, those variables come in as "smart terms" - with the double carats around them.
When there are ILS updates are Custom Templates automatically updated?
If you have custom templates – i.e., underlying document language – our updates do not impact your custom templates at all.
