Using the API Overview

This document provides an overview of how-to guides for using the HotDocs Advance API.

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API Documentation

API Base URL

See Advance REST API Base URL to find the URL to which you will make API requests.

Common Tasks

• Get an access token using the Resource Owner flow
• Get an access token using the Implicit flow
• Create a Work Item
• Create a User

Workflow

Once you have retrieved the token, you can make requests to the Advance API. See the link in the API Documentation section above to access the API documentation.

API Topics

Authorization

• Getting an Access Token using the Resource Owner Flow
• Getting an Access Token using the Implicit Flow

User management

• Creating a User

Work Items

• Creating a Work Item

Assembling Documents

• Assembling Documents Overview
• Begin an Assembly Session
• Displaying an Interview
• Completing an Assembly Session
• Saving an In-progress Assembly Session
• Resuming a saved interview – see Beginning an Assembly Session: Resuming an assembly session

Code Examples

There is a selection of examples in our Code Examples documentation. The examples cover the following tasks:

• Resource Owner Flow Authorization Example
• Implicit Flow Authorization Example
• Create User Example
• Create Work Item Example
• Display Interview Example