Step 3 of the HotDocs Author workflow: Group variables in dialogs

Creating a Dialog Using the Placeholder field Editor

The most common way to create a dialog is to use Component Studio; however, you can also create a dialog using the Placeholder field Editor, either by placing a dialog in the interview or typing the name of a new dialog in the Link to Dialog property.

To create a dialog with the Linked Dialog property

  1. Open a template.
  2. Add a placeholder field for a variable.
  3. In the Linked Dialog property, type the Name of a new dialog you want to link the variable to; then click Create and Link. (If you want to link the variable to an existing dialog, choose that dialog from the drop-down list.)