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.
    tip
    You can print a "blank" Practice Aid without the asterisks by exporting to RTF (Rich Text File), then performing a search and replace of the asterisks in Microsoft Word.
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.
tip
Use the navigation toolbar at the bottom of the interview pane to move through the Practice Aid interview.
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.

Related Content

Related Content