Assemble a Text or Form Document

You assemble a document by selecting a template and then answering the questions in the interview. Answers to your questions are then merged in the correct places in the document. Once all of the questions are answered, you can view, print, or save the document.

To assemble a document

1. At the HotDocs library window, select a template. (If you're assembling a form document, see Introduction: Assemble a Form Document for additional instructions.)
2. Click Assemble. The Answer File dialog box appears. (You can also start an interview by double-clicking the template.)
3. Select an answer file (see Select an Answer File for Assembly), then click OK. The assembly window appears, showing the interview outline and the first information-gathering dialog.
4. Answer the questions in each dialog, clicking Next to advance to each new dialog. (See Navigate Through Answer-Gathering Dialogs.) (You can also advance to the next dialog by pressing Alt+N, Enter, or Page Down.)

After the final dialog, the End of Interview dialog identifies how many questions are unanswered. This dialog also provides options for working with the assembled document. See Use the End of Interview Dialog for specific details.

HotDocs updates the interview as you enter answers in a dialog. If you experience a significant delay when moving from one answer to the next, you can have HotDocs update the interview less frequently. (See Update Your Interview Outline and Document.)