Workflow to Set Up an Initial Tenancy

Once HotDocs Advance is deployed, the next step is to prepare Advance for your users. This requires you to create and configure a new tenancy.

Each deployment of Advance will have at least one tenancy. A tenancy is an individual instance of Advance within your Advance deployment, used to organize and enforce separation of data. For example, a department within your organization may have their own tenancy, which other departments do not have permission to access.

To set up the initial tenancy

To make a tenancy available to your users, use the following steps as a guide:

  1. Log in to the root application.
  2. Create a new tenancy – create an initial tenancy for your users.
  3. Activate the tenancy - make your tenancy available to users.
  4. Create a new Site Administrator user – create an administrator user for the new tenancy.
  5. Log in to the tenancy for the first time – ensure you can log in to the new tenancy.
  6. Install HotDocs Author for template authors – install the Author desktop application.
  7. Add an upload destination to your workspace – configure Author to upload templates to the new Advance tenancy.
  8. Upload templates to the tenancy – upload templates from HotDocs Author to your tenancy.
  9. (Optional) Configure your tenancy to use single sign-on (SSO); you must have an existing SSO provider. Either:
    1. Configure Single Sign-on (SSO) – general instructions for configuring SSO using an OpenID Connect provider
    2. Configuring Single Sign-on (SSO) using Microsoft Entra ID – instructions for configuring SSO using Microsoft Entra ID
  10. Create user accounts; either:
    1. Create user accounts – for username/password (UNP) tenancies.
    2. Import accounts from Active Directory – for Active Directory (AD) tenancies.
  11. Create user groups – create organizational groups for your users.
  12. Create work groups – create organizational groups to give user groups access to templates.