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Replace Template Help

Administrator Only- You can replace uploaded templates on your Document Services site through HotDocs Developer, much the same way you upload them.

Replacing a template:

  1. Open HotDocs Developer.

  2. Right click on the template you want to upload as a replacement. (Make sure the template is HotDocs Server enabled).

  3. Select Upload then the name of your Document Services site. (If this is not available: Go to the Templates Tab and download the HotDocs Configuration file).

  4. A new window displaying the template name, an upload and cancel button opens. If HotDocs requires any additional files to assemble the template you can add them by clicking the down arrow next to the template name. Click Upload.

  5. If prompted, type in your HotDocs Document Services account details then click Sign in.

  6. Click Replace an existing template to open a list of the templates available to replace. Select a template.

  7. You can see the details of the template you have chosen to overwrite. You can edit the template title, description and the Primary Contact.

  8. If you are happy with the selection click Save Template or if you would like to select another template to replace click Replace a different template.