HotDocs by CARET Academy

Whether you’re brand new to HotDocs by CARET or a seasoned template author, the HotDocs by CARET Academy can provide you with the skills you need to get the most out of HotDocs by CARET.

If you are new to HotDocs by CARET, HotDocs by CARET Academy is the perfect place to learn the essentials of template authoring at your own pace. If you are already an experienced template author, then HotDocs by CARET Academy is ideal for discovering best practices and refreshing your skills on many different topics.

Learn from the best

The HotDocs by CARET Academy videos demonstrate best practices for creating and managing your HotDocs by CARET templates using HotDocs Developer. You can choose from more than 115 instructional videos that cover everything from how to get started, to advanced template authoring and management.

These videos were created by our own consultants who have a collective 40 years’ experience in template authoring. The HotDocs by CARET consulting team has worked with clients of all sizes in a variety of industries including legal, financial services, insurance, corporate and federal and state governments.

The information contained in these videos will help you gain a solid understanding of the essentials of template authoring. As a result, you will be able to deploy HotDocs by CARET at any level to ensure compliance, mitigate risk and increase operational efficiencies. 

Topics include:

• Starting HotDocs by CARET
• HotDocs by CARET Basics
• Template Development
• Options & Settings
• Library
• Template Manager
• Component Naming Conventions
• Component Manager
• Dialogs
• Variables
• Computations
• Repeats
• Expressions
• Assembling Text and PDF Documents
• Document Packages
• Command Line Options 

Access to HotDocs by CARET Academy is included with current subscriptions for each HotDocs Developer license purchased. 

Don’t have a current subscription?

Please give us a call at 800-500-3627 to speak with an account manager to get your access to HotDocs by CARET Academy! 

Already have a login?  Click here to be taken to the HotDocs by CARET Academy login page.