Control What Happens When You Finish an Interview

By default, when you click Next at the last dialog in an interview, HotDocs displays the End of Interview dialog, which gives you options for working with the assembled document. For example, you can choose to send the assembled document to the word processor or Filler, or you can return to the interview and answer any unanswered questions. However, if the End of Interview dialog is hidden (see Use the End of Interview Dialog), clicking Next simply displays the assembled document. Where you view the document, either in the assembly window or in the word processor or HotDocs Filler, depends on which options you select.

Likewise, when you click the Finish button in the navigation bar, HotDocs displays the assembled document. Again, you can choose where you view the document.

To define how HotDocs should finish an interview

  1. At the HotDocs library, click the Options button. The HotDocs Options dialog box appears.
  2. Double-click the Interviews and Dialogs folder. The folder expands to show subfolders.
  3. Click the End of Interview subfolder. The window changes to show options for working with the End of Interview dialog.
  4. In the Finish Interview Action group, select an option for text documents:
    • To send all assembled text documents directly to the word processor, select Send assembled text documents to the word processor and close.
    • To view all assembled text documents directly at the Document Preview tab of the assembly window, select Proceed to the Document Preview tab.
  5. Select an option for form documents:
    • To send all assembled form documents directly to HotDocs Filler, select Send assembled form documents to HotDocs Filler and close .
    • To view all assembled form documents at the Form Document tab of the assembly window, select Proceed to the Form Document tab.

Now, whenever the End of Interview dialog is hidden and you click Next at the last dialog in the interview, HotDocs will perform the action you specified. Additionally, whenever you click the Finish button, the same action will be performed.