Recipe: Assembling a Document Using a Supplied Answer Set

This page provides a step-by-step guide on how to create a document based on information you provide in an answer set. This is useful if you are batch processing documents and already have the answer data. 

You supply an initial answer set in the form of HotDocs Answer XML. When sending HotDocs answer set XML in a create work item request, you must first validate the answer set against the HotDocs answer Set schema.

Step 1 - Create a work item 

To gather data and assemble documents, you must first create a work item. A work item is a named location in HotDocs Advance where you choose a template, enter and edit answer data, and assemble documents from that template and answer data.

See: Creating a work item

Step 2 - Create a new work item version

To gather data for a work item, you must begin a new version, which starts an assembly session. An assembly session is a distinct instance of the document assembly process for a work item.

See:  Creating a new work item version

Step 3 - Complete the work item version

To generate documents, you need to complete your work item version. When you complete the version, Advance processes the data it has gathered and creates the new version, including the assembled documents and the new answer set.

See: Completing a work item version

Step 4 - Download assembled documents

After completing a work item version, you can query the API for the assembled documents, then download the assembled documents by handling the response stream.

See: Downloading assembled documents