System Requirements for HotDocs Advance

Before installing HotDocs Advance, make sure your deployment and end user environments meet the necessary system requirements.

Note: the Installation Checklists provide specific details on the installation and configuration of prerequisites.

Deployment Environment

  • Internet connection – required to download installation files and verify HotDocs Core Assembly Service installation

Hardware Requirements

  • 2 or more processors (2.5 GHz or faster)
  • 8GB RAM
  • 100GB disk space

Software Requirements

HotDocs Advance

The environment to which you deploy HotDocs Advance must have the following prerequisites installed:


HotDocs Core Assembly Service

End users

Minimum screen resolution:

  • 1366x768

HotDocs Advance supports the following web browsers:

  • Microsoft Edge
  • Google Chrome
  • Safari
  • Mozilla Firefox

Template Authors

Users that create HotDocs templates require the HotDocs Author desktop application. It should be installed after Advance is deployed. Author enables users to create templates and upload them to Advance. See Author system requirements for more information.

HotDocs Developer 11 Compatibility

It is recommended that you upgrade to HotDocs Author when using Advance.

HotDocs Advance has some backwards compatibility with HotDocs Developer 11. HotDocs Developer 11 is a desktop application used to create templates. Templates created using HotDocs Developer 11, and which are compatible with HotDocs Server, can be uploaded to HotDocs Advance.


We do the following to ensure interviews are accessible:

  • We make an effort to follow general public standards designed to make web applications accessible and compatible with assistive technology
  • Avoid relying solely on colors in the user interface to represent behavior
  • Accept bug reports and prioritize fixes for any issues that interfere with a user's ability to interact with the interview using assistive technology

System Requirements for HotDocs Author

Operating System

  • Windows 10 (32-bit and 64-bit)
  • Windows 11

Word Processor

  • Microsoft Word 2016, or 2019 (32-bit and 64 bit)
  • Microsoft Word 2021

Next Step