Templates Overview

Templates are reusable HotDocs applications created in HotDocs Developer; the Templates section of HotDocs Hub enables you to interact with HotDocs templates uploaded to Hub.

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Overview

Once a template is uploaded to Hub, you can interact with it in the Templates section of the Hub UI. This section enables you to view the templates available in Hub, view template details (including different template versions), and edit template details.

Common Tasks

Among others, the Templates section of Hub enables you to perform the following common tasks:

• Viewing the Templates List
• Viewing Template Details
• Editing Template Details
• Setting a Forward Publishing Date

Workflow

Once you upload a template to Hub, you can view and edit its details. After uploading, you will typically add the template to a template group. Once the template is added to a template group, any user with access to that template group can use the template to create work items or perform interviews.

Uploading Templates

See the Uploading Templates section of the help for information about uploading templates to HotDocs Hub.

Managing Templates

You primarily use the Templates section of Hub to manage the templates uploaded to Hub from Developer by Template Authors. In the Templates section of Hub, you can:

• View a list of all templates available to you
• View a template's details
• Edit a template's details

Organizing Templates into Groups

See Template Groups Overview for information about organizing templates into groups.

Version Control

Template versions are a history of uploaded copies of a specific template.

For example, if you upload a template named Contract A to HotDocs Hub for the first time, version 1 of that template appears in Hub. If you subsequently make changes to the Contract A template in HotDocs Developer and re-upload the template to Hub, version 2 of the template appears in Hub. Both version 1 and 2 of the template exist in Hub, with version 2 being the live version. The next set of uploaded changes result in version 3 of the Contract A template appearing in Hub, and so on. However, Hub enables you to rollback to any previous version of the template. For example. you can revert the template from version 4 back to version 2.

In the Templates section of Hub, you can:

• View a Template's Versions List
• Rollback a Template to a Previous Version
• Delete a Template Version

Forward Publishing

Forward Publishing is a set date and time at which a Template becomes accessible to users. In the Templates section of Hub, you can:

• Set forward publishing dates
• Edit forward publishing dates
• Override forward publishing dates