Context: HotDocs allows you to transform your frequently used documents and forms into intelligent templates that enable production of custom documents. Tallyfy has an enterprise-level options allowing one to utilize HotDocs Cloud Services to embed HotDocs interviews within steps of a process.

When a HotDocs embedded interview is completed, one must click the “Finish” button on the interview embed.

HotDocs Finish Button

As the interview is being generated, one will see a modal explaining that it is “Assembling”.

Assembling Modal

When the work to generate the PDF has finished, the file will appear in the accompanying PDF file capture for that step.

PDF Capture for HotDocs step

Also, the interview embed will display an empty modal to indicate it has completed.

Empty Completed Modal