Installation Overview

This document provides an overview of the installation process for HotDocs Hub, including system requirements and configuration information.

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Required Knowledge

You should have a working understanding of the following areas to install HotDocs Hub:

  • Internet Information Services (IIS)
  • IIS security configuration
  • SSL/TLS
  • Powershell 3.0

Pre-installation

You must ensure you have met system requirements and understand HotDocs Hub security configuration.

HotDocs Hub Installation

Install the HotDocs Hub and its prerequisites, using one of the following configurations:

See Security Configuration Options for more information about the different Hub configurations.

HotDocs Platform Installation

Note: you only need to install HotDocs Server and Web Services if you are not using HotDocs Cloud Services to assemble documents and generate interviews.

Post-installation Tasks

After installing HotDocs Hub and its prerequisites, complete the following configuration steps:

  • Getting Started – first steps for using HotDocs Hub after installation.

Install Software for Template Developers

Template authors are users that create HotDocs templates. Install the following items on template authors' desktop computers:

Using HotDocs Hub

 See the following topics for information about using the Hub:

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