Clients

To make requests to the HotDocs Advance API, you must register a client through the API client management application.

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  1. Overview
  2. Common Tasks
  3. Workflow

Overview

The client is an entity within Advance representing your application that needs access to the Advance API. When you use the client to make requests to the API, Advance uses the client to authenticate your request and determine if the requested action is authorized.

Common Tasks

Workflow

When using the Advance API, you must create a client if you do not already have one. To make a request, you must first get an access token from Advance. Depending on the authentication flows you client uses, you can get an access token in the following ways:

The access token is then sent in the authorization header of a request to the API.