HotDocs Hub User Guide Overview

HotDocs Hub is a suite of components that provides template management and Interview tools for use with HotDocs Cloud Services

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HotDocs Hub

Third-parties who create applications to integrate with HotDocs Cloud Services typically provide several additional features:

• Template storage and organization
• Template access permissions for users
• Interview generation services
• User authentication and authorization

HotDocs Hub is a pre-built set of tools that provides all of these features as a web application, accessible through your web browser.

Definitions

• HotDocs Hub – the HotDocs Hub is a suite of off-the-shelf-components providing commonly-needed features for HotDocs integrations
• HotDocs Cloud Services – HotDocs Cloud Services is a Cloud-based platform providing interview generation and document assembly capabilities
• HotDocs Interview – an interview is a questionnaire displayed to end users; it collects data used to assemble a completed document
• HotDocs Template – a template is a software component created in HotDocs Developer. Templates are used to generate interviews and assemble completed documents. A template is comprised of:
• Boilerplate text – the parts of the document which remain the same every time HotDocs generates the document
• Variable fields – fields which are replaced with new information collected from the interview questions
• Template logic – any HotDocs logic statements (e.g. IF conditions, computations) used in the template
• Tenancy administrator – user with overall control of the HotDocs Hub, including configuration and user account creation

Using the HotDocs Hub

• Using the HotDocs Hub overview
• Log in to HotDocs Hub
• Manage User Groups – organize users into Groups
• Manage Users – create and edit individual user accounts
• Manage template groups – organize templates into groups and assign user permissions
• Upload templates to the HotDocs Hub
• Manage templates – view and edit individual templates uploaded to the Hub
• Set user permissions – give User Groups access to Template Groups
• Launch an interview – launch an Interview for a template
• Generate a direct interview link – generate a direct link to a Interview for a template

Upload Plugin for HotDocs Developer

• Upload Plugin Overview
• Download the Upload Plugin for HotDocs Developer
• Install the Upload Plugin for HotDocs Developer
• Download the Upload Configuration File
• Adding Authorization Credentials to the Upload Plugin
• Uploading a Template from HotDocs Developer