Edit Answers for Built-In Personal Information Variables

Personal Information variables gather basic information, such as your name, company, and phone number. This information is stored in the Current User section of the system registry so it can be used in assembled documents without you having to re-enter it.

When you assemble a document using a template that has Personal Information variables, HotDocs asks for any personal information required by the template that you haven’t already entered. If you want to specify this information before document assembly, however, or if you want to change existing answers, you can do this at the HotDocs Options dialog box.

Because built-in variables are shared between all users of your workstation, you cannot delete the variable. You can, however, remove any personal information that has been entered for it.

To edit answers for Personal Information variables

1. At the HotDocs library, click the Options button. The HotDocs Options dialog box appears.
2. Click the Personal Information folder. The right pane changes to show several Personal Information variables.
3. Select the variable you want to modify and click Edit. The Edit Personal Information dialog box appears.
4. Enter an answer in the Answer field and click OK. The value is now listed in the Answer column.

To remove an answer for a Personal Information variable, select the variable that contains the answer and click Delete. Click Yes to confirm the deletion.