Customize the End of Interview Dialog

Options in the End of Interview dialog allow you to work with assembled documents. Such options include sending documents to the word processor, saving them to disk, or closing the assembly window without doing anything. You can choose which of these options appear in the End of Interview dialog.

To choose which options appear in the End of Interview dialog

  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 which buttons you can choose to have appear in the End of Interview dialog.
  4. In the End of Interview Buttons group, choose which buttons you want on the End of Interview dialog by selecting the corresponding check box.

Buttons will be included only if they are selected and if they are relevant to the current interview. For example, HotDocs will display the Go to the first unanswered question in the interview button only if there is at least one unanswered question in the interview.

To customize the list of buttons while viewing the End of Interview dialog, you can right-click anywhere in the dialog and choose Change Options from the shortcut menu.