No Interview When Assembling Form Document

Problem

I finished automating my form template and when I test assemble it, there isn't an interview. Instead, HotDocs just shows the Form Document tab and I have to type my answers directly in the fields. How do I get an interview for the template?

Solution

When users assemble form documents, they can provide the information in one of two ways: answering questions in an interview or typing answers directly on the document (which is called direct-fill assembly).

All forms, when first automated, are set to allow only direct-fill assembly. However, you can allow interview-based assembly by specifying an interview. The interview can be a default interview (one in which HotDocs determines the order dialogs are asked in the template) or it can be a custom interview (one in which you specify the order dialogs and variables are asked). Either way, you can designate which type of interview you want to use. For details, see Define the Interview for a Form Template.

If you want all new templates you create to use a default interview, you can specify a HotDocs option. See Automatically Generate Default Interviews for Form Templates for details.