1. What's New in HotDocs 2006 & 2007 August 21, 2007 Capstone Practice Systems Marc Lauritsen, Bart Earle, Alan Soudakoff

2. Training Agenda overview (Alan) dialog elements (Marc) dot codes (Bart) scriptable resources (Alan) REPLACE, SPACE, STRIP (Bart) Quick mention of other new features (time-permitting) Q&A

3. HotDocs Pro 2006 New Features Dialog elements (lines, spaces, graphics, links) Dot codes for formatting dialog text New Instructions (e.g. REPLACE, SPACE, STRIP) Variables in resources Smart Returns (developer setting) Pointed templates can have own INTERVIEW Marking required answers Markup view of template (for non-programmers) Outline view of template (for developers) Spans Automatic update of TOC/fields on assembly Red = does not work on HotDocs Server

4. HotDocs Pro 2007 New Features Support for Windows Vista Support for Microsoft Word 2007 New command-line options –Start Interview Group –Keep Interview Group Access HotDocs Help directly from Expression and Instruction Model lists Yellow = not applicable to HotDocs Server

5. HotDocs Server 2006-2007 New Features Answer Summary On-the-fly-save Document Preview Red = not implemented yet on NPADO

6. HotDocs Pro 2006-07 Notes & Caveats Upgrading to HotDocs 2007 Pro (CD fee) –Contact John.N.Mamone@lexisnexis.com for donated copies Not essential to upgrade - can publish to HotDocs Server 2007 from HotDocs Pro 2005, 2006 or 2007 Cannot run HD Pro 2005 & 2007 on same machine New 2006-07 component file format –Opening template in HD Pro will convert it (back up first!) –HD Pro 2007 can save to 2005 format HD Pro 2007 SP1 is in the works Re-publish templates to NPADO if using new features