What's new for 2.2
Word Document Format PDF conversion
Document Services 2.2 supports converting Microsoft® Word
format templates (*.rtf and *.docx) to PDF documents after
assembly. Now, when you download a document, Document Services presents
you with a dialog where you can choose between your native
word format or the PDF format.
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more about Word Document Format PDF conversion...
When converting an RTF document to PDF, HotDocs uses a built-in PDF converter, which analyzes the codes contained in the RTF file and translates them to PDF. This differs from the method used by other third-party PDF converters, which rely on an instance of Microsoft Word on the server from which the document is "printed" using a driver to create the PDF document. PDF documents created using a PDF driver can typically handle a greater number of formatting variations, while the PDF conversion method used by HotDocs Cloud Services works best for documents with simpler formatting. As HotDocs uses Cloud Services' built-in PDF conversion, some formatting differences will exist between the original RTF and the PDF.
Client Interview Force PDF Download
In previous versions of Document Services, firm users could
send a client interview and enable the client to download the assembled
document set. In an expansion on that feature, Document Services 2.2
enables administrators to "Force PDF download for finished document"
for a template. Any client interviews for this template
produce a read only PDF version of the assembled document set,
instead of a Word format document.
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more about forcing PDF download for finished documents...
What's new for 2.1
Cloud Services 11 / HotDocs Developer 11 support
Document Services 2.1 supports HotDocs Developer 11 functionality to provide new features such as parameter passing, docx format templates, and current answer file answer sources.
Shared answer files
We’ve added support for the answer file and overlay answer
commands to allow easier sharing of common answers throughout your
Document Services account.
This means you can share answers across document sets
or use them to provide common answer sources. This ensures
that you can populate shared answers into those interview sessions that
require them.
Learn more about
shared answer files...
Default permissions for new items
This feature enables administrators to set up rules to apply
permissions to new items at creation time, enabling enterprise level
control over user access.
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default permissions...
Optional Client for a document
Document Services 2.1 streamlines assembly for internal use by removing the need to store a client against a document.
Import Clients
Document Services 2.1 enables you to import a large list of
clients from a comma-separated value (CSV) file. This feature
enables you to quickly pass client lists into your
Document Services account.
Learn more about importing
clients...