Getting Started with the HotDocs Hub

There are several required to set up the HotDocs Hub environment before users can login and interact with HotDocs resources. It is recommended you perform the following steps in order.

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1. Hub Configuration

Note: You do not need to set a tenancy administrator password if you installed the Hub without user management.

1. Set tenancy administrator password – the tenancy administrator must set their password on their first login to the Hub

2. Provision Users

1. Create user groups – create groups for organizing users
2. Create users – create individual user accounts

3. Upload and Organize Templates

1. Create template groups – create groups for organizing templates
2. Upload templates – upload templates to the Hub; templates are assigned to groups during the upload process