View an Answer Summary

An answer summary is a list of the questions and the answers in an assembled document. It provides a way to quickly scan and review information, rather than reading through a document or paging through dialogs in the assembly window.

You can format an answer 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.)

To view an answer summary

  1. At the HotDocs library window, select a template and begin assembling a document. (See Assemble a Text or Form Document.)
  2. After answering the questions, click the Answer Summary tab. The assembly window shows the HotDocs variables and the answers you have entered in the interview.
  3. Optionally, perform 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.