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 - Begin an assembly session

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: Begin an assembly session 

Step 3 - Complete the assembly session

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

See: Complete the assembly session

Step 4 - Download assembled documents

After completing an assembly session, you can query the API for the assembled documents, then download the assembled documents by handling the response stream.

See: Download Assembled Documents