Use the End of Interview Dialog

The End of Interview dialog appears after the last dialog in each interview. At this dialog, you can view a report of unanswered questions, as well as access commands for working with the assembled document.

To work with assembled documents at the End of Interview dialog

  1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
  2. After completing the interview, the End of Interview dialog appears. The following table describes the commands available here:
To Do This
Return to the first unanswered question in the interview Click Go to the first unanswered question in the interview.
Send the assembled text document to the word processor so you can view it in its final format Click Send the assembled document to the word processor.

You can choose the default word processor to which assembled documents are always sent, or you can let HotDocs choose the word processor each time based on the file type. See Change Your Default Word Processor.

View the assembled form document Click the View the assembled form document at the Form Document tab button. (See View the Assembled Form Document.)
Insert the assembled document into an open word processor document Click Paste the assembled document into the open word processor document.

This command will paste the document text into a document already open in your word processor. If there is not a document already open, HotDocs will create a new document.

Copy the document text to the Clipboard (only available when assembling Microsoft Word documents) Click Copy the assembled document to the Clipboard.

For DOCX templates the assembled document is copies in plain text format.

Save a copy of the assembled document Click Save the assembled document in a file.
Save an assembled text or form document as a PDF file Click Save the assembled document as a PDF.

For complete instructions on saving assembled documents as PDF files, see Save Assembled Text Document as PDF.

Close the assembly window without saving a copy of the assembled document Click Close this window without saving the assembled document.
Choose which buttons are displayed in the End of Interview dialog Click Choose which buttons are displayed on this dialog.

When you assemble multiple documents, the End of Interview dialog also notifies you that other assemblies are ready to begin.

To keep the End of Interview dialog from appearing, clear End of Interview Dialog at the View menu of the assembly window. Then, when you click Next at the last dialog in the interview, HotDocs will either send the assembled document to the word processor or HotDocs Filler, or it will display the Document tab of the assembly window. To specify which action HotDocs performs, see Control What Happens When You Finish an Interview.

You can choose which options appear in the End of Interview dialog. See Customize the End of Interview Dialog.