Send the Assembled Text Document to the Word Processor

Once you complete an interview, you often want to view the document in its final format. For text documents, this must be done in the word processor.

To send the assembled text document to the word processor

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 Send Document to the Word Processor button. The word processor appears, showing the assembled document.
3. Using the word processor's tools, modify the document. Be aware, however, that any changes you make to answers in the document will not be reflected in the answer file.

If you have more than one word processor installed, you can choose which word processor will be used for viewing assembled documents. See Change Your Default Word Processor for details.

You can preview a text document at the Document Preview tab. While this preview shows the information in the document correctly, it may not be formatted correctly—particularly in WordPerfect documents.

If the template provider has allowed it, you may be able to edit the text of the document while still viewing it in the assembly window. For details, see Edit Document Text at the Document Preview Tab (Word users only).

If you are assembling a Plain Text Templates, the document will be sent to your default text editor instead of word processor.