View the Variable Sheet

The Variable Sheet helps you see the relationship between variables and answers. It shows the variables in the interview as well as the answers, variable types, and prompts. While viewing the Variable Sheet, you can sort the different columns.

To view the Variable Sheet

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. After providing the required answers, choose Variable Sheet Tab (View menu).
3. Click the Variable Sheet tab. The assembly window changes to show the Variable Sheet.
4. Optionally, complete any of the following tasks using toolbar buttons and menus:
   • To sort the different lists in alphanumeric order, click one of the column headings.
   • To save the variable sheet as an HTML document, click the Save Variable Sheet button.
   • To view the variable sheet in the word processor, click the Send Variable Sheet to Word Processor button.
   • To attach the variable to an e-mail message, click File > Send Variable Sheet To > Mail Recipient.
   • To copy the contents of the Variable Sheet into a spreadsheet program, such as Microsoft Excel, click File > Send Variable Sheet To > Spreadsheet.

When sending Variable Sheet data to a spreadsheet, HotDocs automatically looks for Microsoft Excel. If you do not have Excel installed, you will be prompted to copy the contents from the Clipboard to another spreadsheet program.