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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- Create user groups – create groups for organizing users
- Create users – create individual user accounts
- Create template groups – create groups for organizing templates
- Upload templates – upload templates to the Hub; templates are assigned to groups during the upload process
- Viewing the Templates List – view and interact with the templates uploaded to Hub
- Create a new work item – create a new work item to assemble a completed document, using a HotDocs template