Create interview forms that only show relevant questions and provide helpful guidance. Conditionally include extra documents depending on how fields are answered, and easily populate form information into branded document templates.
Teams can create templates for all types of use cases. Template calculations can be numerical or based on text values. They also support table insertion and the utilization of other dynamic elements.
If an interview contains a numerical value, such as a cost in dollars, users may need that value represented in words, such as “four hundred and twenty-three dollars.” HotDocs makes these formatting changes automatically.
Users can select whole sections of text to be included in document templates only under certain conditions, perhaps dependent on multiple items of data, or rules. This includes the insertion of dynamic signature blocks for multiple signatories.