Publish Templates For Use With HotDocs Server

To publish and upload templates for use with HotDocs Server

  1. At the HotDocs library, select the template or templates you want to publish and click the Publishing Wizard button. The Publishing Wizard dialog box appears, displaying the Publishing Options information.
  2. Select Template files for use with HotDocs Server from the Publish as group
  3. Click the Browse button next to the Local folder for published files field to specify the folder where you want HotDocs to save the published files. (Once these files are published to this temporary folder, you should move them to a more permanent location. If you publish additional templates or other files that use the same file names, HotDocs will overwrite the previously published files.)
  4. Choose how you want to upload the templates to the server:
    • Automatically: Click the Edit button next to the Web destination for published files field to display the Web Destination dialog box where you can specify the URL and description ("friendly name") of the Publishing Form Page on the server to which you want to upload the files.
    • Manually: Leave the Web destination for published files field empty.
  5. Click Next. The Additional Files dialog box appears.
  6. Select any additional files you want to include with your published templates, and then click Finish. HotDocs finishes publishing your templates.

If you chose to automatically upload the templates, the Publishing Form Page appears where you can enter additional information about the templates you are uploading, and then upload that information and the templates to the server using the Publishing Destination Page.

If you chose to manually upload the templates, move the files from the Local folder for published files to the server. You can use an FTP client or other application, such as Microsoft FrontPage.

When a template is published for use with HotDocs Server, HotDocs creates an additional file required by HotDocs Server: the template manifest file (.manifest.xml). This file lists all of the variables used in a given template, as well as the dependencies the template has on other files.

If you upload the template automatically using the Publishing Wizard, these files are also uploaded to the server automatically. If you manually upload your template, you must remember to copy these files to the server.

'/', '\', and '?' cannot be included in the template name when you are creating a template package for use in a HotDocs Cloud Services direct interview.