Overview: Upload HotDocs Files to a HotDocs Cloud Services host application

HotDocs Cloud Services is an online "software-as-a-service" (SaaS) implementation of HotDocs that enables you to provide HotDocs interviewA series of dialogs, each containing one or more questions which HotDocs generates from the variables you add to your template. The template's user must answer the questions in the interview before HotDocs can assemble a custom document. You can view the interview by clicking the Interview tab of the assembly window. The left pane of the assembly window displays an outline of the interview. As the user answers questions, the outline tracks the user's progress through the interview.s to end users through a web browser (without requiring you to install your own HotDocs Server). To deliver interviews, you fist upload your templates to a web application hosting HotDocs Cloud Services. Such a web application is called a HotDocs host applicationA (usually third-party) web application that "hosts" HotDocs Server or Cloud Services features on the back end to present interviews to end users in a web browser. A host application enables template (and related file) uploading and storage, as well as interview generation and presentation, final document assembly, and answer file handling and storage.. HotDocs provides an "off-the-shelf" host application in HotDocs Document Services; however, anyone can build their own host application to leverage Cloud Services for delivering interviews to end users.

In order to upload HotDocs templates, URLs, or any other needed files for use with a Cloud Services host application, HotDocs Developer 10.2 and above includes an upload plugin to upload templates from a desktop template library to a host application.