HotDocs Hub User Guide Overview

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

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HotDocs Hub

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

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

HotDocs Hub – the HotDocs Hub is a suite of off-the-shelf-components providing commonly-needed features for HotDocs integrations
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 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