Introduction: Assemble Documents Linked to a Database

For the most part, templates linked to database tables are assembled just like regular unlinked templates. However, instead of entering answers to questions, you select a record or records from a database table and HotDocs uses the information in those records and merges them into the assembled document. You can save your record selections in a HotDocs answer file.

Depending on how the template was designed, you may also have the ability to sort and filter records you view in the database table.