When displaying markup, HotDocs replaces unanswered fields and instructions in the
document with markup, which includes markers (such as brackets) and variable names.
How the resulting markup fields look depend on the type of fields they are:
Answer fields: By default, answer fields are marked using brackets. If the
template developer has assigned a comment to the variable, the comment text
may be used as the field name. If no comment is used, HotDocs will use either the
title or the name the template developer assigned to the variable.
Conditional and repeated text blocks: By default, conditional and repeated text
blocks are marked using brackets. If a comment is assigned to these text blocks,
the comment can be merged in the field label. If no comment is assigned, HotDocs
will simply merge the field markers around the text block. The text block can be
marked using an annotated footnote or endnote (depending on your preferences).
Insertion fields: HotDocs will merge the file name of the template being inserted.
Once you assemble the document using as many answers as needed, you can switch to
Markup View and save a copy of the document. You can then provide a copy of it to the
To view a document in Markup View
1. Define the Markup View options you want to use in the document. (See Specify
How Documents Should Be Marked Up.)
2. Assemble the Word document for which you want to generate markup.
3. Answer only the questions whose answers you want to appear in the assembled
document. Leave all other questions unanswered. (These unanswered questions
are the fields that will be marked using the scheme you define in step 1.)
4. Click on the Document Preview tab to switch to the preview pane.
5. Choose Markup View (View menu). The document changes to show the marked
6. If you send the document to the word processor (See Send the Assembled Text
Document to the Word Processor) it will appear in markup view.
By default, merge fields in the document appear in color—red for unanswered
questions and blue for answered questions. Sometimes, however, if an answer
field is within a text block that is conditional or repeated, it appears (and remains)
blue until the condition is met or the REPEAT instruction is answered. Editable text
likewise appears using the colors you've defined at HotDocs Options.
Additionally, merge fields in the document are italicized by default. If you've used
international characters in your answers, the italicized version of the font used in
the document may not display the foreign characters correctly. If this is the case,
clear the Italic attribute for Markup View. See Specify How Documents Should Be
Marked Up for details.
If the template developer has used merge fields in question prompts, those merge
fields can be displayed as markup fields. (Choose Markup View (View menu)
while at the Interview tab.) Additionally, you can switch to Markup View while
assembling form documents.