HotDocs Advance Release Notes

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About Release Notes

Because we update the various parts of HotDocs Advance independently, we provide the following:

About HotDocs Advance Release Notes

These release notes refer specifically to the HotDocs Advance web application you use to organize uploaded templates, launch interviews, and download assembled documents. Because we make updates to the web application independently, we provide you with separate release notes found here.

New Features and Enhancements

The following HotDocs Advance incremental releases contain new features and enhancements:

1.25.2 (23 May 2021)

New Features

  • You can now use the Try It Out feature in Swagger with the HotDocs Advance APIs.
  • Improved accessibility features, including announcement of errors for screen readers.

1.25 (29 March 2021)

New Features

  • Improved keyboard accessibility.
  • Better programmatic announcement of dynamic screen changes.
  • Improved field labeling for screen readers.

1.24 (15 January 2021)

New Features

1.23 (9 October 2020)

New Features

1.22 (30 July 2020)

New Features

  • No publicly exposed features added.

1.21 (28 June 2020)

New Features

1.20 (20 June 2020)

New Features

  • You can now overlay answers from other work items into your interview. A Site Administrator must enable this setting.
  • A new feature, a work group default answer set, allows you to create a set of common answers shared across a work group.
  • The Advance APIs now allow you to:
    • retrieve metadata for a work item version.
    • retrieve the answer set for a previous version of a work item.
  • Advance now saves interview answers more frequently to long term storage.

1.19 (13 May 2020)

New Features

1.18 (31 March 2020)

New Features

  • A new feature, client interviews, is available on subscription. You can now send client interviews to external clients to gather data for work items.

1.17(12 March 2020)

New Features

1.16 (27 February 2020)

New Features

1.15 (13 January 2020)

New Features

  • You can now create and save a work item without launching an interview.

1.14 (11 November 2019)

New Features

  • You can now use web hooks to receive notifications in your own applications about events in Advance.

1.13 (22 August 2019)

New Features

  • When assigning templates to a work group, you can now use the All Templates option to include all templates uploaded to your tenancy in the work group.
  • Users are now prevented from opening an in-progress interview they did not initiate for a work item.
  • Using the Advance API, you can now add and remove user groups from work groups.

1.12.19191 (15 July 2019)

New Features

1.12.19162 (12 June 2019)

New Features

  • Advance now defaults new work items to private.

1.12 (25 April 2019)

New Features

  • When creating a new work item, you can now upload a HotDocs answer file to pre-populate interview answer data
  • You can now assemble documents using the Advance REST API
  • You can now view user roles and e-mail address data in the response from the user details REST API endpoint
  • You can now view the last logged in date in the response from the users REST API endpoint

1.7 (28 February 2019)

New Features

  • Work Items created using the API are now automatically populated with assembled documents
  • Root administrators can now view and edit tenancy users from the root application
  • You can now create, complete, delete, and save assembly sessions using the API.

1.1.5 (12 December 2018)

New Features

1.1 (26 October 2018)

New Features

  • Added Quick Documents feature; you can now assemble documents without answer data or documents persisting in HotDocs Advance.
  • Permissions for Site Administrators have changed; Site Administrators no longer have universal permissions.
  • You can now create private work items which are visible only to the owner and Site Administrators or Content Administrators.
  • Advance now supports Microsoft Windows Server 2012 R2.
  • Work items created through an API are marked as "New".

1.0 (14 September 2018)

Initial release of HotDocs Advance