HotDocs Hub Admin Guide Overview

HotDocs Hub is a modular suite of web applications that provide commonly-required functionality for HotDocs integrations. The functions the Hub applications provide – including template and user management – augment the core HotDocs interview and document generation functions.

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Third-parties who create applications to integrate with HotDocs typically require several additional features:

  • Template storage and organization
  • Template access permissions for users
  • Interview generation services
  • User authentication and authorization

HotDocs Hub provides components to perform these tasks, instead of developing them yourself. The core components of Hub are:

  • Template Hub – storage, organization, and permissions for HotDocs Templates
  • User Hub – authentication and authorisation for accessing HotDocs resources
  • Interview Service – Interview generation using templates stored in the Template Hub

By using HotDocs Hub, you save time on development and testing, and gain access to pre-built, robust, and flexible solutions. As HotDocs Hub is designed to be modular, its feature-set can easily be extended.


  • HotDocs Hub – the HotDocs Hub is a suite of off-the-shelf-components providing commonly-needed features for HotDocs integrations
  • HotDocs Server – HotDocs Server is the server-based version of HotDocs that enables HotDocs interviews (data-gathering sessions) to be displayed by a standard Web browser and documents to be generated (assembled) on the web server, without requiring any special software to be installed on an end-user's computer

  • HotDocs Web Services – the Web Services API is a RESTful web service, hosted in IIS, which exposes fundamental HotDocs Server features to callers

  • HotDocs Interview – an interview is a questionnaire displayed to end users; it collects data used to assemble a completed document
  • HotDocs Template – a template is a software component created in HotDocs Developer. Templates are used to generate interviews and assemble completed documents. A template is comprised of:
    • Boilerplate text – the parts of the document which remain the same every time HotDocs generates the document
    • Variable fields – fields which are replaced with new information collected from the interview questions
    • Template logic – any HotDocs logic statements (e.g. IF conditions, computations) used in the template
  • Tenancy administrator – user with overall control of the HotDocs Hub, including configuration and user account creation

HotDocs Hub Overview

Installation Guide

Getting Started

Using the HotDocs Hub

Upload Plugin for HotDocs Developer

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