HotDocs Advance WorkflowUpload a template Manage user access to templates Work items Download assembled documents

Upload Plugin Overview

For templates created in HotDocs Developer, you need to download the Advance Upload Plugin for HotDocs Developer. This plugin enables template authors to upload templates from HotDocs Developer to HotDocs Advance.

For templates created in HotDocs Author, see Template Upload Overview for more information about uploading a template to Advance.


Only users with the Author administrative role require the Advance Upload Plugin. These users are template authors, creating HotDocs templates using HotDocs Developer. Any other users accessing HotDocs Advance do not need the Advance Upload Plugin installed.

Common Tasks


Before you can use Advance to manage a HotDocs template you created using HotDocs Developer, you must first install the Advance Upload Plugin upload the template.

HotDocs Templates

A HotDocs template is a software component created in HotDocs Developer. A template is comprised of static text (the parts of the document which remain the same every time HotDocs generates the document), the variable fields (which are replaced with new information collected from the interview questions), and any template logic needed. Templates are used to generate interviews and assemble completed documents.