Foundational HotDocs Advance Terms

 

Diagram of HotDocs Workflow

 

The following terms appear in the order in which they occur in the basic HotDocs Advance workflow.

 

# Term Definition
1. Template A reusable HotDocs application containing boiler plate text and HotDocs logic you build in HotDocs Author; HotDocs uses the template, along with user-supplied answer data, to assemble a customized document.
2. Work group A shared folder to provide users access to templates and enable collaboration with colleagues within the group.
3. Work item A named entity in HotDocs Advance that enables entry and editing of answer data, and assembly of documents from that data, for a specific template.
4.   Quick document A quickly accessible template that enables you to complete an interview and download a document without saving data to Advance.
5.   Interview A series of questions used to gather data from template users.
6.   Assemble To create a document by processing a HotDocs template in combination with a set of answers.
7. Document The assembled, customized document.

See also:

HotDocs Advance User Interface