Work with Interactive Practice Aids in Checkpoint

Powered by HotDocs, the Interactive Practice Aid interface is divided into two panes:
The Interview Outline pane contains an outline view of the Practice Aid template. You can use the outline to navigate to a different section of the Practice Aid by selecting any of the titles.
The Content pane contains interview questions and additional content. Answer the guided questions to progress through the interview.
  • You can remove a selected answer by selecting the
    x
    next to the answered question.
  • Some interview questions have additional relevant guidance. Select a button to view the guidance. In some cases, you'll have the option to include the guidance in the assembled Practice Aid.
  • Unanswered Practice Aid fields are marked with 3 asterisks when exported or printed.
The toolbar at the top of the Interactive Practice Aid interface has a number of options:
Icon
Feature
Previous dialog Next dialog
Toggle the outline open and closed.
Save to a folder
Save the Practice Aid answers to a folder.
Import from a saved file in a folder
Import answers from a previously saved Practice Aid in a folder to fill unanswered question fields.
Print
Print the Practice Aid from your PDF Reader.
Export
Export the Practice Aid to RTF or PDF.
Preview
Preview the completed or in-progress Practice Aid.
Answer summary
View Answer Summary.
Learn more about
Open the online help system.

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