HotDocs Hub User Guide Overview
HotDocs Hub is a suite of components that provides template management and Interview tools for use with HotDocs. The functions the Hub applications provide – including template and user management – augment the core HotDocs interview and document generation functions.
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Overview
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 is a pre-built set of tools that provides all of these features as a web application, accessible through your web browser.
Definitions
- HotDocs Hub – the HotDocs Hub is a suite of off-the-shelf-components providing commonly-needed features for HotDocs integrations
- HotDocs Core Assembly Service – a web application that provides HotDocs' core document assembly functionality
- 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 AuthorDeveloper. 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
Using the HotDocs Hub
- Log in to HotDocs Hub
- Manage user groups – organize users into groups
- Manage users – create and manage individual user accounts
- Manage template groups – organize templates into groups and assign user permissions
- Upload templates to HotDocs Hub
- Manage templates – view and edit individual templates uploaded to Hub
- Set user permissions – give user groups access to template groups
- Create a new work item – create an assembled document, storing the document and it's answers in Hub
Upload Plugin for HotDocs Developer
- Upload Plugin Overview
- Download the Upload Plugin for HotDocs Developer
- Install the Upload Plugin for HotDocs Developer
- Download the Upload Configuration File
- Adding Authorization Credentials to the Upload Plugin
- Uploading a Template from HotDocs Developer