Adding an Upload Destination to Your Workspace
Before you can upload a template to HotDocs Advance, you need to add an upload destination to the workspace housing the template you want to upload.
Adding an Upload destination by Double-clicking the Configuration File
To add an upload destination using the configuration file
- In a web browser, log in to your HotDocs Advance account.
- On the Welcome to the HotDocs Advance page, at the top right of the page, click the drop-down arrow next to your name; then click Download Configuration.
- Follow the steps for your browser for downloading a file. When the download finishes, open the .hdrepoconfig file.
- Click OK.
- If you are happy with the workspace that the path points to, click OK; otherwise, navigate to the workspace which you want to connect to this upload destination, and then click OK.
- Ensure you are happy with the Name and Domain of the upload destination; then, click Save Changes.
Adding an Upload destination Using the Import Button
To add an upload destination using the Import button
- In a web browser, log in to your HotDocs Advance account.
- On the Welcome to the HotDocs Advance page, at the top right of the page, click the drop-down arrow next to your name; then click Download Configuration.
- In Workspace Explorer, click Workspace > Upload Destinations...
- Click Import; then browse to and select Advance upload configuration file you just downloaded.
- Click Open.
- If you are happy with the workspace that the path points to, click OK; otherwise, navigate to the workspace which you want to connect to this upload destination, and then click OK.
- Ensure you are happy with the Name and Domain of the upload destination; then, click Save Changes.
Editing an Existing Upload Destination
You can edit an existing upload destination by double-clicking.
To edit an existing upload destination
- In Workspace Explorer, click Workspace > Upload Destinations...
- Select and then double-click the upload destination you want to edit.
Deleting an Upload Destination
Use the right-click menu to delete an upload destination.
To delete an upload destination
- In Workspace Explorer, click Workspace > Upload Destinations...
- Select and then right-click the upload destination you want to delete, then select Delete.