Step 5 of the HotDocs Author workflow: Customize the interview

Divider Dialog Element Editor

You can use a Divider Dialog Element to add a horizontal line to a dialog to separate answer fields into groups. You can place the dialog element anywhere you want on the dialog like you would place any other component.

You can create and edit a divider dialog element in Component Studio.

Common Tasks

Component Toolbar

Basic component actions appear in the component toolbar, above the component properties.

Button What it Does
Rename Displays the Rename Components dialog that enables you to rename your component.
Tools Shows or hides the Tools pane on the right.
Duplicate Displays the Duplicate Components dialog that enables you to create a copy of this component in the component file.
Delete Displays the Delete Components dialog that enables you delete the component. You can also to view a list of templates or components who currently reference the selected component and you may have to fix after deletion.

Component Identity Property

At the top of the editor you can see the name that HotDocs uses to identify this dialog element.

Property Name What it Does
Name Enables you to view and edit the name of your variable. You can easily this property if your no other components or templates reference the variable; otherwise, this property becomes read-only.

It is not advisable to rename variables once another component or template references them, since this can cause major answer mismatches during document assembly.

If read-only, you can rename your variable using the Rename button on the toolbar.

Component names must be unique within the template and component file.

Answer Type Settable only for Single Select or Multi Select variables; indicates the value type of the answer the variable can gather in the interview. The answer type for each of the four primitive variables corresponds to their variable names (Text, Number, Date, True/False). The answer type for a Table variable is Record. Choices for selection variables include all of the foregoing, as well as a list of values of each of the foregoing types, e.g. Text List, Date List, etc.

Display Tab

The Display tab provides you with options that enable you to change how a component's answer field appears during the interview:

Property Name What it Does
Text Enables you to include text with the divider line to better explain what follows the divider line.

For convenience, when you create a Divider dialog element, when you enter text into the Text field, the name automatically updates.

Text Options Below the text box, the percent chooser enables you to determine the relative size of the divider text compared to the main text in the dialog. Clicking one of the format option buttons, to tell HotDocs to justify the text to the left, center, or right on the divider.

Notes Tab

To provide you a quick way to know if this tab contains any content, you can see a + symbol on the tab if there is a note.

As you create components, you may want to include notes to remind yourself of decisions you made when creating the component. For example, maybe you need to remember information about restrictions you applied to a Number variable, or remind yourself of the purpose of the component in the template.

The notes tab enables you to type any notes you want about the component and its role in the template.

This information is not visible in the interview; it is for the author’s reference only.

Tools Pane

On the right side of the component editor you can view a tools pane containing various (Components, Models, Referenced, or Field Editor) tabs for this component.

You can use the Tools button on the Component toolbar to show or hide the tools pane.