Now that we have the A2J DAT, authors sometimes choose the wrong destination when using HotDocs templates.
They choose [Assemble - Generate PDF] and [Assemble Generate PDF and Process Form] when they really should be using [Success- Process Form].
Recommendation is that we add a short explanation to the destinations to clarify.
[Assemble - Generate PDF] (generate an A2J DAT Template, leaves user's browser open)
[Assemble- Generate PDF and Process Form] (generate an A2J DAT Template, POST user's answer, closes user's browser)
Since [Success - Process Form] is used for more than HotDocs, I think we should not add a label to that one.
Very open to recommendations to better explain that Assemble commands are for DAT only.
Now that we have the A2J DAT, authors sometimes choose the wrong destination when using HotDocs templates.
They choose [Assemble - Generate PDF] and [Assemble Generate PDF and Process Form] when they really should be using [Success- Process Form].
Recommendation is that we add a short explanation to the destinations to clarify.
[Assemble - Generate PDF] (generate an A2J DAT Template, leaves user's browser open) [Assemble- Generate PDF and Process Form] (generate an A2J DAT Template, POST user's answer, closes user's browser)
Since [Success - Process Form] is used for more than HotDocs, I think we should not add a label to that one.
Very open to recommendations to better explain that Assemble commands are for DAT only.