Control How Child Dialogs Appear in the Interview Outline

As you assemble documents, HotDocs displays the dialogs from the template in the interview outline, which can include inserted dialogs (child dialogs). You can control just how much detail the outline shows for each parent and child dialog: a full view of all dialogs, a view of just the current dialog, or a view of just the parent dialog.

To change the appearance of child dialogs in the interview outline

1. At the HotDocs library, click the Options button.
2. Click the Interviews and Dialogs folder. The window changes to show several options relating to the way variables and dialogs appear and are processed during the interview.
3. In the Interview Outline group, click the Automatically expand child dialog entries drop-down button and select one of the following options:
   • Choose Completely to have HotDocs expand the interview outline to show the relationship between all related dialogs.
   • Choose Partially to have HotDocs expand the interview outline to show only the dialog you are currently answering.
   • Choose Not at all to have HotDocs not expand the interview at all and show only the parent dialog in the interview outline.

These views are controlled when you use the navigation bar or shortcut keys to complete an interview. Once you click in the interview outline, expansion of the outline is controlled by the mouse.