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
- At the HotDocs library window, select a template and begin assembling a document. (See Assemble a Text or Form Document.)
- 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.
- 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. |