LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

LexisNexis Total Practice Advantage 9.0
Appendix D—
Completing
Appendix D—
Completing
Appendix D—
Completing
Appendix D—
Completing
Appendix D—
Completing
HotDocs Word Processor Forms
Client and case-specific information necessary to complete the document is gathered in dialog
windows and then merged directly into the text of a Microsoft Word or WordPerfect document.
Repetitive typing is eliminated. LexisNexis HotDocs performs necessary calculations, deals with
overflow problems, and through the resource pane, provides drafting guidance. After you
assemble a document, you can view the document in your word processor and edit any section
of the text. Completed forms may be printed and saved.
HotDocs Graphical
A graphical form is a static form—one in which the underlying text cannot be changed or
modified. Client and case-specific information necessary to complete the document is gathered
in dialog windows and then merged directly into fields on the face of the form. Alternatively, you
may fill out the form directly by tabbing through the fields and typing the information in each
field. Completed forms may be printed and saved.
To Assemble a Document
1 Open the graphical, Word or WordPerfect file you want to complete.
2 When the Answer File window appears, the default selection is New Answer File.
a Click on the Select Answer File icon to the right of the drop-down window to use an
existing answer file.
b Click on the New Answer File icon to create an empty, untitled answer file.
c Optionally, select Remember selected answer file.
This causes the same answer file to be suggested for every interview (it don’t have to manually
selected each time a document is assembled). You can choose a different answer file.
3 Click OK. The assembly window appears, showing answers from the selected answer file in
the corresponding answer fields. When you assemble a document, the interview appears in
the HotDocs assembly window. Most templates include questions that have been arranged
into related groups called dialogs.
• The Interview Outline in the left pane of the assembly window lets you view your progress
through the interview. It also lets you navigate to any dialog in the interview by clicking on
the dialog title.
• The right pane is the Dialog Pane. Here you enter your answers to complete the assembly.
• Some questions or dialogs may include information to help you in answering the
questions. If such information is included, the resource pane (directly below the dialog
pane) displays the information.
84 Using HotDocs Automated Forms