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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
  1. In a web browser, log in to your HotDocs Advance account.
  2. 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.
  3. Follow the steps for your browser for downloading a file. When the download finishes, open the .hdrepoconfig file.
  4. Click OK.
  5. 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.
  6. 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
  1. In a web browser, log in to your HotDocs Advance account.
  2. 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.
  3. In Workspace Explorer, click Workspace > Upload Destinations...
  4. Click Import; then browse to and select Advance upload configuration file you just downloaded.
  5. Click Open.
  6. 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.
  7. 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
  1. In Workspace Explorer, click Workspace > Upload Destinations...
  2. 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
  1. In Workspace Explorer, click Workspace > Upload Destinations...
  2. Select and then right-click the upload destination you want to delete, then select Delete.