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 into 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 into the tenancy for the first time – ensure you can log into 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. Create user accounts; either:
1. Create user accounts – for username/password (UNP) tenancies.
2. Import accounts from Active Directory – for Active Directory (AD) tenancies.
10. Create user groups – create organizational groups for your users.
11. Create work groups – create organizational groups to give user groups access to templates.