HotDocs Advance Release Notes

Copyright © CARET. All rights reserved.

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.

Upgrading HotDocs Advance

For customers upgrading from versions 1.29 and lower, to version 1.30 and higher, HotDocs requires setting the UI URL in the HDA Api settings file.

When upgrading, use the following parameter to set the UI URL in the HDA Api settings file:

HdaInstaller.exe upgrade --setting UiUrl=https://{tenancy}.appDomain/UIApplicationPath

For example:

HdaInstaller.exe upgrade --setting UiUrl=https://{tenancy}.yourorganization.com/HdaUi

This setting is additional to any other flags or parameters used on upgrade.

See Upgrading Hotdocs Advance for more information.

New Features and Enhancements

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

1.35(11 January 2024)

New Features

Feature enhancements

1.34(2 October 2023)

New Features

Feature enhancements

  • You can now abandon an interview from the interview page.
  • You can now add new documents during post-processing and optionally choose the order of assembled documents using the HotDocs API.
  • This release contains various background improvements to the security, stability and styling of HotDocs Advance.

1.33(7 August 2023)

New Features

Feature enhancements

1.32(12 May 2023)

New Features

Feature enhancements

1.31(14 March 2023)

New Features

Feature enhancements

Note: You must upgrade Advance to version 1.31 to edit the PostProcessingTimeout setting.

1.30(17 January 2023)

New Features

  • You can now use In-interview Action Links to give users access to external workflows from the interview.
  • You can now filter work items using work item statuses.
  • HotDocs Advance now uses a Pendo integration for metrics gathering. For further information and details of installation flags, see Metrics Gathering.

Feature enhancements

  • Integration Administrators can now manage Webhooks.

1.29(27 August 2022)

New Features

1.28(9 June 2022)

Feature enhancements

  • Action Links now use an HMAC to authenticate the data being sent from Advance. Webhooks now also use an optional HMAC authentication method.
  • You can now download all assembled documents in a work item with a single zip file.
  • To delete tenancies, you must now enter the tenancy name to confirm deletion.
  • You can now activate LoadInterviewEvent webhooks when a user loads an interview for a specific template.
  • The JSON response data from webhooks now has a maximum size of 200Kb.

1.27 (13 November 2021)

New Features

  • You can now use Template Links to enable users to open Advance and create a work item from an external source. For example, a knowledge base.
  • You can now use Load Interview Events to populate interviews with external answer data when a user loads an interview.
  • The Advance user interface style has been updated.
  • You can now use Action Links to give users access to external workflows from the work item details pane.
  • You can now use the Branding API to update the custom logo displayed in client interviews.

1.26 (3 August 2021)

New Features

Feature enhancements

1.25 (31 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

1.14 (11 November 2019)

New Features

1.13 (22 August 2019)

New Features

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