View the Assembled Form Document

Before saving the assembled form document, it is a good idea to review the document. You can do this at the Form Document tab of the assembly window. Doing this allows you to make changes to answers in the document and have those changes automatically updated in the answer file.

To view assembled form documents

1. At the HotDocs library window, select a template and begin assembling the document. (See Assemble a Text or Form Document.)
2. After answering the questions in the interview, click the Form Document tab. The assembly window changes to show the assembled document.
3. Optionally, select a field and enter a different answer. (See Enter Answers Directly at the Form Document Tab.)
4. Once you have finished entering answers, complete any of the following options:
   • Click the Save Document button to save the assembled form document to disk. (See Save an Assembled Text or Form Document.)
   • Click the Print Document button to print the assembled form document. (See Print an Assembled Form Document.)
   • Click Send Document To > Mail Recipient (File menu)to attach the assembled form document to an e-mail message. (See Attach a Text or Form Document to an E-mail Message.)
   • Click Close (File menu) to close the assembly window. HotDocs prompts you to save any changed answers.

See Introduction: Assemble a Form Document for a list of changes you can make to an assembled form document.