Welcome to Document Services

Welcome to the Document Services Administrators Guide. Document Services is a HotDocs Software-as-a-Service application (SaaS) hosted in Microsoft’s Azure Cloud. Document Services enables you to upload the templates your firm creates in HotDocs Developer and store those templates on your firm’s Document Services portal, or “site”. When you want to assemble a document, Document Services transparently integrates with Cloud Services to assemble your documents in the cloud.

In addition to enabling your firm’s users to generate documents in the cloud, Document Services includes features that enable you to automatically email interview links directly to your firm’s clients. This feature reduces the time your firm’s staff spend keying in client data. Document Services also enables you to embed links to interviews in any web page, again, enabling your clients to register with Document Services and to key in their own data.

When a client (or potential client) contacts you and wants to draft a document, you can use Document Services to email the client a link to an interview. After clicking the link, your client can log in to your firm’s Document Services site and answer all the questions in the interview. When the client submits the interview, you receive an automated email about this event. You can then log back in to Document Services and use the client’s answers to assemble completed, personalized documents for your client.