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Template Upload Help

You can upload templates to your Document Services site through HotDocs Developer.

Uploading a template:

  1. Open HotDocs Developer.

  2. Right click on the template you wish to upload. (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 and apply the registry settings or add a new upload site manually).

  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.

  5. Click Upload.

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

    Upload page

  7. You can edit the template title, description and the Primary Contact.

  8. To finish the upload process, click Save Template.

Administrators can replace an exisiting template with a new one.