View a Question Summary

You can create a concise list of the questions that appear in an interview. This can be useful when you want to create a questionnaire, gathering information from one person so that a second person can enter the information using HotDocs. A question summary can also give a quick overview of what questions will be asked during an interview.

You can format a question summary to appear as an indented bullet list, or as a table with one column for questions and a second column for answers. (See Change the Way Question and Answer Summaries Appear.) Also, in a question summary, you can control which conditional sections are included. (See Control Which Variables are Asked in a Question Summary.)

To assemble a question summary

1. Assemble a text or form document. (See Assemble a Text or Form Document.)
2. At the assembly window, click the Question Summary tab. The assembly window shows the HotDocs variables and other information about the template. (To hide or show the tab, choose Question Summary Tab at the View menu.)
3. Optionally, complete any of the following tasks:

To	Do This
Print a copy of the summary	Click the Print button.
Attaches the summary (in HTML format) to an e-mail message to send to another person	Choose Send Summary to Mail Recipient (File menu).
Send the summary to the word processor so you can edit it or format it	Click the Send Summary to Word Processor button.
Save a copy of the summary as an HTML document	Click the Save Summary button.