Templates Overview

The HotDocs Hub provides a central service for storage, organization, and retrieval of HotDocs templates.

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Overview

The HotDocs Hub enables users to perform the following actions for Templates:

• View template details
• Edit template metadata
• Version control templates

Additionally, the Template Hub exposes an API for use with other web services, enabling you to use its functionality with third-party applications or other HotDocs Services.

Using Templates in the HotDocs Hub

Uploading Templates

See Uploading Templates Overview for information about upload templates to the HotDocs Hub.

Managing Templates

• Viewing the Templates List
• Viewing Template Details
• Editing Template 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 template.

• Version Control
• Viewing a Template's Versions List
• Rollback a Template to a Previous Version
• Deleting a Template Version

Forward Publishing

Forward Publishing is a set date and time at which a Template becomes accessible to users.

• Forward Publishing Overview
• Setting a Forward Publishing Date
• Editing a Forward Publishing Date
• Overriding a Forward Publishing Date