View Resources During Assembly

Template providers can include helpful information with dialogs and questions in the interview. When such information is available, it appears in the resource pane. (To view the resource pane, either choose Resource Pane (View menu) or click the Resource button in the assembly window toolbar.)

To view resource information

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. Navigate to a dialog that shows a resource.
   • If the resource pane is already displayed, the information automatically appears there. (You can change the size of the resource pane by selecting the top border of the pane and dragging it up or down.)
   • If the resource pane isn't displayed, you can either click the Resource button in the toolbar or click the Resource button that appears next to the answer field.

Resources help you answer questions in the interview. For help using HotDocs, see Get Help Using HotDocs.