Use Inserted Dialogs During Assembly

In some templates, one dialog may contain other dialogs. For example, a dialog may ask for information about a client; then, if the client is married, an inserted dialog may ask for information about the spouse.

To use an inserted dialog

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. Navigate to a dialog that contains an inserted dialog.
3. Select the inserted dialog and provide information for the answer fields, based on the following information:
   • If the dialogs are not grouped: For each inserted dialog, HotDocs displays an icon in the dialog pane and in the interview outline. If you don't answer questions in the inserted dialogs, HotDocs counts them as unanswered questions and warns you about them.
   • If the dialogs are grouped for single selection: HotDocs adds an option button next to each inserted dialog icon. Until you select one of the option buttons or click the child dialog icon or title, no icon for the inserted dialog appears in the interview outline. If you don't select an option button and don't answer any questions in the inserted dialogs, HotDocs doesn't count them as unanswered questions.
   • If the dialogs are grouped for multiple selection: HotDocs adds a check box next to each inserted dialog icon. Until you select the check boxes or click the child dialog icon or title, no inserted dialogs appear in the interview outline. If you don't select any check boxes and don't answer any questions in the inserted dialogs, HotDocs doesn't count them as unanswered questions.

You can hide all inserted dialogs in the interview outline by selecting Collapse All (View menu) or by pressing Alt+-.

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.)