Upload a Template

To upload a template to Workspace

  1. In the Navigation bar, click Templates.
  2. Click Download Configuration and open the downloaded file. This file configures HotDocs Developer to allow uploads to your Workspace site.
  3. Open HotDocs Developer. Select one or more templates in your HotDocs Library and right-click.
  4. Select Upload, then select HotDocs Workspace.
  5. At the HotDocs Upload window, click Upload.
  6. Enter your Administrator Login details for Workspace. Click Log In.
  7. You can edit the template title and enter a description. You can also choose which groups have access to this template. If you are replacing an existing template click Replace.
  8. When you have finished, click Upload.
  9. Once the template has uploaded, click Close.

By default, there is a maximum upload limit of 32Mb. The Workspace Administrator can customize this limit.