En muchas de las entradas de este blog se da por sentado que ya se tienen conocimientos básicos de las partes fundamentales del funcionamiento de HotDocs. Sin embargo, estas entradas de "Vuelta a lo básico" están diseñadas específicamente para aquellos de ustedes que son nuevos en HotDocs, para discutir las características básicas que necesita conocer.
A HotDocs interview is a question-and-answer form used to gather the information you need to create a document. An interview looks like this:
As you create a HotDocs template in HotDocs Developer, the program automatically creates a corresponding interview. For example, if you create a variable for “Employee Name”, a question asking for that information is added to the interview, just like this:
You can then use the HotDocs component manager to customize exactly how the interview looks, making it easier for the end user to fill out. As you can see in the first screenshot above, you can combine related questions together in one section (called a “dialog”)change the title of each section of questions (in this case, “Employee Information”), and use different options for how the answers will be filled in, including fill-in-the-blanks, multiple choice, drop-down menus, and more. You can also give help prompts at the bottom of the screen that give the user more information on how to answer the questions.
After an interview is completely filled out, a ready-to-use document is produced instantly. You can also save the answers that you have used previously and reuse them again in the future.
Nota de la Redacción: Este artículo se publicó originalmente en HotDocs.com. En junio de 2024, Mitratech adquirió la plataforma avanzada de automatización de documentos, HotDocs. El contenido ha sido actualizado desde entonces para incluir información alineada con nuestra oferta de productos, cambios en la regulación y cumplimiento.
