Generating a Default Interview

For less complex templates, you can have HotDocs generate a basic interview so you don't have to create dialogs yourself.

To generate a default interview for a template

1. Open Component Manager.
2. Click the Component File Properties button.
3. Click the Interview tab.
4. Select Generate default interview.

When HotDocs assembles a document from the template, HotDocs asks the questions in the interview based on the order of the corresponding variables in the template.

You can reduce the number of dialogs in an interview by selecting Combine default dialogs on the Component File Properties window.

If you want to determine the appearance of one or two dialogs in an interview yourself, you can insert ASK instructions at the place in the template where you want your questions asked. If you want to control more aspects of your interview, you can use a custom interview script.