Save an Assembled Text or Form Document

Some projects may require you to save an electronic copy of every document. Also, you may need to move the document to a disk or laptop, so you can take an editable, printable version of the document to another location.

When you save a text or form document, the file is separated from the answer file, so any changes made to a saved document are not saved to the answer file.

To save an assembled text or form document

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. After providing the required answers, click the Save Document button in the toolbar or at the End of Interview dialog. The Save As dialog box appears.
3. Navigate to the folder where you want the document to be saved.
4. In the File name field, enter a name for the document and click Save.