Edit a Saved Form Document

After assembling a form document, you often need to save the document to disk. Once saved, you can re-open the document using HotDocs Filler.

Once a form document is saved to disk, it is no longer associated with the answer file. This means that changes you make to answers in the document do not affect the answer file. If you want to save changes you're making to the answers, re-assemble the form document and change your answers in the interview. Then save your answer file again.

To work with a saved form document in Filler

  1. Using Windows Explorer, locate and double-click the appropriate form document. HotDocs Filler appears, showing the form document.
  2. Optionally, you can perform any of the following tasks:
To Do This
Change an answer in a field Click on a field. The field becomes active, allowing you to enter an answer.

You can edit answers in a saved form document, but you must re-evaluate any computations or conditions affected by changed answers. Similarly, changes you make are not reflected in the answer file used to assemble the document.
Create new fields With the Select Tool button selected, press the left mouse button and move the mouse pointer to draw a rectangle. To type in this field, select the Fill Tool button.

The fields you create in Filler have no variable associated with them. They are simply text fields where you can type information.
Print the document Click the Print button.
Open a different HotDocs form file Click the Open button, and then locate the desired file. (You can also press Ctrl+O.)
  1. Once you have the assembled form document open for editing, there are several other things you can do. For example, you can:
    • Change the field type. (See Change the Field Type.)
    • Change the size of a field. (See Resize Form Fields.)
    • Change the position or margins of a field. (See Move a Field on a Form and Change the Borders and Margins of a Field.)
    • Create a new answer field. (See Create a Form Field.)
    • Rotate text in a field. (See Rotate Answers in a Field.)
    • Convert answers on the form to bar code format. (See Convert Answers on the Form to Bar Code Format.)
    • Insert a graphic into a field. (See Insert a Graphic File in a Form.)
    • Cross out static text on the form. (See Cross Out Static Text on the Form.)
    • Circle static text on a form. (See Circle Static Text on a Form.)