Publishing and Uploading Templates and Other Files for Use with Cloud Services

Before you can upload a template package you need to have an upload page in your host application.

Publishing a template is a seamless part of the process for uploading a template for use with Cloud Services. With the release of HotDocs 11, publishing a template means that a template package is both created and uploaded in a single operation.

You can publish and upload a template either to Document Services (an off-the-shelf host application) or to a third party host application web server. All you need is the URL of the destination and the credentials to access the server.

To publish and upload a template for use with cloud services:

  1. Ensure you have enabled your template for uploading.

You do not need to enable non-template files (such as a PDF) or URLs prior to publishing them.

  1. In the left hand (library) column of HotDocs Developer, right-click a template; then click Upload > Edit Upload Sites. If you have not yet added the site to which you want to upload your template, perform the sub steps that follow, otherwise proceed to the next primary step.

If you are using HotDocs Document Services you will need to download the configuration file from your site, see the Document Services help file for more information.

    1. Click Add; then type the Site Name of the host application site (whether Document Services, or a third party) and the corresponding URL location.
    2. Click OK; then click Close.
  1. Right-click the template (or other file) you want to upload; then click Upload before clicking the name of the upload site to which you want to upload the template package.
  2. Follow the instructions on the upload page that appears.