Some of you have reported inconsistent results relating to the Assemble
ALL Documents feature within AvidLaw Probate. In some cases, the documents are
not all being assembled when, at the End of Interview screen, you click on “Send
the assembled document to Microsoft Word and close this window.” For this
reason, we have changed our instructions for assembling all documents from the
End of Interview screen. In the future, please click on the Finish button
located in the lower right hand corner of the End of Interview screen in the
Assemble window. This button will consistently assemble the document or
documents associated with the interview. Also, be aware that this button is
available throughout the interview and, if selected, will begin the assembly of
the document or documents associated with that interview.
Also, because we no longer recommend that you use the “Send the
assembled document to Microsoft Word and close this window” button, we suggest
that you change your HotDocs Options to remove this button from the End of
Interview screen. To do this, open AvidLaw Probate and select the Tools tab and
then Options. Click on the plus sign next to the Interviews and Dialogs
folder to see the subfolders. Select the End of Interview subfolder and,
within it, unselect “Send the assembled text document to the word processor.”
While you’re here, we suggest that you also unselect “Close this window without
saving the assembled document.” This option simply performs the same function
as the red X in the upper right hand corner of the Assemble window.
If you need help with these steps or have any questions please let
us know.
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