HotDocs Author workflow — Test the template

Answer Sets Overview

An answer set contains answers HotDocs gathers from a test interview that is created by using the Save Answers function. For example, after you provide the answers to a series of questions during a test interview, you can save the answers to an answer set in order to reuse those answers when performing later test interviews (even those in different templates or workspaces).

Overview

Answer files eliminate the need for you to re-enter information you have already provided during a test interview, thus saving you time as you create and test one or more templates. An answer set uses the .anx extension and saves its data in the XML format. You can use the answer set for testing purposes, or upload it to Advance when creating a work item  

Common Tasks

Workflow

You use answer sets when testing a template by clicking the Save Answers or Open Answers button. For example, after answering all the questions posed by a particular interview, you can click Save Answers to open the Save answer set dialog box. Once you save the answer set, you can later reuse the answers in a test interview using the Open Answers button. When you use the open answers feature, HotDocs will inspect the template you are currently testing for any components with the same names as those in the answer set, and when a match is found, populate your test interview with the answers from the answer set (any non-matches are OK). Careful use of answer sets can help you build a template (and especially a package of templates) more efficiently.