Define the Order of Dialogs in the Interview

As HotDocs processes the HotDocs Model, it displays the dialogs you have created in the order the variable fields are merged in the document. For example, if the first field in the HotDocs Model is EmployeeName, HotDocs will ask the variable EmployeeName first. If this variable is associated with a dialog, it will ask the dialog instead. It will then move to the next field in the HotDocs Model and repeat the process. (If the dialog has already been asked, it won't ask it again.)

For many, this default order for asking dialogs is adequate. However, if you want more control, you can define this sequence by creating an Interview table. The order dialogs are listed in this Interview table is the order they will be asked by HotDocs.

When defining an interview, you must account for all of the dialogs. Failure to list all of the dialogs in the Interview table will result in some questions not being asked in the interview.

An Interview table lists the dialogs in the order you want them asked. For example:

INTERVIEW

ClientData
DependentData
PropertyData