Switch Answer Files During Assembly

While assembling a document, you may want to use another answer file. At any point during the interview, you can select a different answer file, then continue the interview using the new answers.

To switch answer files

  1. At the HotDocs library window, select a template and begin assembling a document. (See Assemble a Text or Form Document.)
  2. During the interview, click Open Answers. The Open Answer File dialog box appears. (Depending on the file management settings you have selected, a Windows Explorer dialog box or a window from your document management program may appear instead. See Manage Answer Files.)
  3. Select an answer file and click Open.
  4. If prompted to save the old answers, click Save, Save As, or Don't Save, depending on your needs. (See Save an Answer File During Assembly.)
  5. The assembly window appears again, using the newly selected answer file.

When viewing the answer library, you can sort the answer files. To do this, select a folder and click Sort. To search for a specific answer file, select the Find check box, then type the text for which you are searching in the text field.