View Individual Rows in a Spreadsheet

Some documents may require a list of information. To generate a list, template providers create a repeated dialog, which may be formatted as a spreadsheet. This format may be awkward to work with when there are large numbers of questions (or columns)—the spreadsheet may extend beyond the viewable area. However, to see all the questions at once, you can view one row of the spreadsheet in dialog format.

To answer a single set of answers in a spreadsheet

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. At the assembly window, navigate to a repeated dialog that is formatted as a spreadsheet.
3. At the spreadsheet, click Edit Row. A pop-up interview appears. (You can also right-click and choose Edit Row from the shortcut menu.)
4. Type answers in the answer fields, then click Next. The answers are saved and a new set of answer fields appears.
5. After providing all the necessary answers, close the pop-up interview by clicking Finish.