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. Provision Users

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

2. 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