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Uploading a Template from HotDocs Developer 11

The Upload Plugin enables you to upload templates from HotDocs Developer to HotDocs Advance.

Prerequisites

You must install the following items before you can upload templates to Advance:

Your templates must be configured as Server Compatible.

To upload a HotDocs Template to HotDocs Advance

You can only upload 20 templates simultaneously from HotDocs Developer. If you choose to upload more than 20 templates at one time, HotDocs opens the Templates Upload page in a new browser window and allows you to upload the templates you selected in batches of 20.

  1. Open HotDocs Developer.
  2. In the Library, right-click a template.
  3. From the drop-down menu, select Upload to HotDocs Hub.
  4. Select the name of the server to which the template will be uploaded, e.g. HotDocs Advance (this is the public facing name you chose when you installed HotDocs Advance).
  5. Click Upload.
  6. Enter your HotDocs Advance Username and Password.
  7. Click Log in.
  8. Key in a Comment noting what is important or new in this version of a template.
  9. Click Continue.
  10. The web browser opens the Templates page of HotDocs Advance; you can now see the new template in the Templates list.

Next steps