How do I manage repeats?

Updated 3 months ago by Emily Kirby

Be aware that you can’t sort or filter repeat dialogs in an interview, but you can reorder them, if the order in which they were entered is not satisfactory. Right click. (Note – there is possible danger of at least temporary indexing confusion in the HotDocs session if the item is referenced elsewhere by its index rather than by a permanent ID.)

Note: you can copy iterations of a repeat, e.g. a share class. Handy if you need to create one that is largely similar to an existing one. Right click on the target iteration.


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