What is an answer source integration?

When completing a HotDocs interview to produce a custom document, HotDocs users typically enter their answers by typing them directly at the answer-gathering dialog. Those answers are then merged into the assembled document.

In some situations, however, the data the user needs to enter is stored in a separate application. Rather than requiring the user to manually look up the answers in the third-party application and then re-enter the data in HotDocs, an integration between the two products can be created that allows the user to click a button on a HotDocs dialog and have immediate access to data stored by the third-party.

For example, an integration between HotDocs and Microsoft Outlook allows users to click a button in a HotDocs dialog and have the Contacts list in Outlook open. The user then double-clicks on a given contact and the data about that person is automatically merged into the answer fields of the dialog.