Update Your Interview Outline and Document

Some answers you enter during an interview may cause HotDocs to update the appearance of the interview outline. Additionally, each time you change an answer while viewing the Document tab, HotDocs updates the entire document. Depending on the complexity of the interview or the document, this updating may take longer than desired. To minimize the time HotDocs takes to update the interview or document with your changes, you can turn off Instant Update to make HotDocs update only when necessary.

When Instant Update is turned off, information in the interview and document may become outdated. When this happens, the Instant Update button changes appearance. You can click the button and HotDocs updates the interview or document so that all information will be current. HotDocs also updates the document and interview when you move between tabs in the assembly window, as well as when you print, save, or send the assembled document to the word processor.

To control when HotDocs updates the interview outline or document

While viewing either the Interview tab or the Document tab at the assembly window, click the Instant Update button:

• When the button is selected (or pressed in), HotDocs updates the interview outline as you move between answer fields. If you're viewing the Document tab, it updates the entire document.
• When the button is not selected (or not pressed in), HotDocs updates the outline only when you move between dialogs. If you're viewing the Document tab, it updates just the answer field you are currently viewing (and any other answer fields that merge the same answer).