Register a Service Instance

To access the HotDocs Template Hub and use your HotDocs templates in a K2 business process you must register a new Service Instance.

Prerequisite

Before you can register a Service Instance, you must first:

Register the Service Instance

Once the Service Type is created, you must register an instance of the Service Type.

To register the Service Instance:

  1. Open the SmartObjects Services Tester (typically located at C:\Program Files (x86)\K2 blackpearl\Bin).
  2. In the ServiceObject Explorer folder, right-click the Service Type you created previously (e.g. HotDocsServiceBroker).
  3. From the drop-down menu, select Register Service Instance.
  4. In the Services Type list, select the Service Type created above (e.g. HotDocsServiceBroker).
  5. In the Service Keys section, add the following information:
    1. Template Hub URL – the URL for the HotDocs Template Hub Service API, e.g. http://localhost/HotDocsTemplateHubAPI/.
    2. Web Service URL – the URL for the HotDocs Web Service API, e.g. http://localhost/HDSWebAPI/.
    3. Template Hub Group Name – the name of a Group in the HotDocs Template Hub. The Group must contain HotDocs Templates.
    4. Document Output Folder Path – the path to a folder where output documents are stored. For example, C:\OutputDocuments.
  6. Click OK.
  7. Optionally: you can edit the Service Instance information before continuing.
  8. Click Add.
  9. In the ServiceObject Explorer, expand the service registered above (e.g. HotDocsServiceBroker). The new Service Instance is listed.

Next Steps

Once the Service Instance is created, you should: