Group Clause Components in One Custom Dialog

If your template contains several clauses from which the user must choose (meaning the clauses are inserted using INSERT IF instructions), you can group the clauses in one dialog instead of displaying each clause option in its own dialog. You can allow the user to select either one clause or multiple clauses.

To group clauses in a dialog

1. At the template, create the clauses you want the user to choose from, making sure you select INSERT clause only IF selected at each clause's INSERT Field dialog box. (See Create and Insert Clauses Directly in Template.)
2. Create a dialog for the clauses. (See Gather Questions into a Custom Dialog.)
3. Once you have added the clauses to the Contents field at the Dialog Editor, click the Options tab. The window changes to show several custom options.
4. Click the Selection grouping drop-down button and select either Select One or Select All That Apply, depending on how many clauses you want your users to select.

Be careful not to create a custom dialog that contains variables from two or more different clauses. If the user selects one clause and not the other, HotDocs might present a dialog that asks for unnecessary information. If you’re going to create custom dialogs, limit each dialog to include only those variables used in a single clause.