How To Topic

Additional Interview and Assembly Settings

When requesting an interview or a document assembly, you can specify the Get Interview and Assemble Document settings referenced below. When you specify particular settings as part of an individual request, each individual setting you specify overrides the default behavior in the HotDocs Cloud Services administrative portal.  If you do not specify a particular setting as part of a request, the default administrative portal behavior applies.

Get Interview Settings

You can learn about the default Get Interview behavior here. The specifiable settings are available at the GetInterviewOptionsSettings Property page.

Assemble Document Settings

You can learn about the default Assemble Document settings here. The specifiable settings are available at the AssembleDocumentOptionsSettings Property page.

Parity of Integration Approaches

These collections of settings are valid regardless of how you integrate with Cloud Services.

Embedded API

If you use the Embedded API, you can pass both interview and assembly settings in to the newsession REST API or the RestClient.CreateSession call in the .NET client library.  

Direct API

If you are using the Direct API, you can pass these settings (as appropriate) to the GetInterview and AssembleDocument calls in the Direct API, or the SvcClient.GetInterview and SvcClient.AssembleDocument calls in the .NET client library.