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Edit Document Help

The Document Edit page displays the details of the selected document. You can edit the document title in the Title field and you can select a different user from the Primary Contact drop-down list.

You can type any document notes in the Notes field and view the Document History. Clicking the arrow displays a table that shows the history of the document detailing all the Activities performed on the document, When they occurred and the User who performed them.

Task bar:

  • Go to the interview - In order to populate the document with data, someone must answer the interview questions. To open the interview and enter the relevant document information yourself, click View interview button.

  • Request a client interview - If your firm has enabled the Client Interview feature and you have selected a client for the document, you will be able to request a client interview. To have Document Services send an email to the client requesting that they complete an online interview, click Client interview button

    At the Request Client Interview panel, you have the option to edit the client details and the email before Document Services sentd it. You can choose the recipient email from the clients you selected when creating the document or choose to Add New Recipient , where you can enter a new name and email address. Click Select an existing recipient to return to the previous list of clients.

    Check the box next to Allow client to download finished document to give the client the option of downloading the completed document themselves.

    Once you are happy with the details and the email content, click Send at the top of the panel. At the Documents tab, you can click Documents waiting for client interview to view a list of documents waiting for a client to complete their interviews.

    Client interviews are not currently available for use with HotDocs Market templates

  • Answer Management - Click Download Answer Management button to choose to either download a HotDocs answer file from this document or to link this document to an existing answer file.

    Downloading a HotDocs Answer File - You can use a downloaded answer file to pre-populate interview answers when editing or creating a document on Document Services or for use with other HotDocs products.

    Link this Document to an Answer File - If you have previously uploaded answer files on your Document Services site, you can choose to pre-populate the interview answers with one by selecting it from the list under Select an Answer Source.

    Administrators can make edits to the answer file list from the Answer Management page.

  • Completing a document - When an interview is finished, either by a User or through a Client Interview, you can select Archive document button to mark the document as complete. This closes the document for editing and changes its status to ‘closed’.

    Status of a document - If a document has the status of ‘Open’, you can edit the answers in the interview. If a document is ‘Archived’ then the document must be re-opened for you to edit an answer in the interview. To re-open a document click Reopen document button in the taskbar.

  • Deleting a document - You can delete a document by clicking Delete document button in the taskbar. This removes the document from your Document Services site.

  • Adding a Template - You can add a template by clicking Add template button in the taskbar. Dpcument Services adds the new template to the template list for this document and you are now able to assemble it directly from the interview.

  • Downloading a completed document - You can download certain documents from the document details page. To do this, click Download document button in template options.