HotDocs Hub User
Guide Overview
HotDocs Hub
is a suite
of components that provides template management and Interview tools for
use with HotDocs Web
Services.
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HotDocs Hub
Third-parties who create applications to integrate
with HotDocs Web Services typically provide 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 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
Using the HotDocs Hub
Upload Plugin for HotDocs Developer