Uploading a Template from HotDocs Author

When you upload a HotDocs template, HotDocs packages your template (or templates) with any auxiliary templates or other needed files, then uploads your template package to HotDocs Advance.

Prerequisites

• Add an upload destination to your workspace

To upload a template

After you successfully upload your template, follow the next steps below to make the template accessible to your users.

Next steps

• Make a live version of a template
• Assign a template to a work group

• Activate or deactivate a template