Hotdocs Classic.
How do I import Answer Files from one library to use in another library when the answer files store similar information but the variable names between the libraries are different?
For example.
I have library I created called "Lib1".
I then created a completely different library "Lib2".
Lib1 and Lib2 do completely different things. But they do share a similar few things like:
owner names
owner addresses
The problem is that Lib1 and Lib2 map these variables differently. For example,
Lib1 would have owner name as: ownerName
Lib2 would have owner name as: ownFirstName
What can I create / do so that the user doesn't have to retype the data they use in Lib1 into Lib2 for things like Owner Names and Address.
Thank you
There is no native way to do this without renaming variables or scripting computations.
At Caret Professional Services we sometimes get requests to build Converter Computation's that permit for answer data to be transferred from one template to another. However this is only necessary when the variable naming conventions differ. This is the same in Classic and in Advance HotDocs. When programming such a computation it is advisable to use DEFAULT instructions instead of SET instructions as in most versions of HotDocs a SET instruction will lock the field and prevent the user from editing.
Side note: When the variable naming conventions are consistent the Overlay Feature (in both Classic and Advance) is really great at importing answers into a brand new interview.