HotDocs allows organizations to take frequently used documents and turn them into standardized templates to increase efficiency and compliance using the HotDocs Author tool. Once a template is established users can consume those templates in HotDocs Advance, completing an interview that results in a completed document. Virtual Client Interviews allow clients to input their own information through a web browser for increased time savings.
Below is a basic overview of HotDocs Products:
HotDocs Desktop Products
Product |
Description |
---|---|
HotDocs Player (Includes HotDocs Filler) |
Used to run interviews on the desktop, does not require license, initially used by publishers before Market. |
HotDocs User |
Used to run interviews on the desktop, requires license |
HotDocs Developer 11 |
Used to edit templates (Supposedly compatible with both Classic servers & Advance) |
HotDocs Developer 11 LE (Limited Edition) |
Used to run interviews on the desktop, requires license |
HotDocs Author |
Used to edit templates (Only compatible with Advance) |
Upload Plugin for Hub and Advance |
Upload Plugin required to upload templates from Developer to either HUB and/or Advance |
HotDocs Server Products
Backend Interview/Assembly engines: |
Description |
---|---|
HotDocs Server |
Used by classic products to run interviews & assemble documents |
HotDocs Core Assembly Service |
Used by Advance UI's to run interviews & assemble documents (includes Legacy Assembly Service for classic templates) |
Management tools: |
Description |
---|---|
HotDocs Server Management Console |
Used to manage license, service configurations & service permissions for HotDocs Server |
Front End UI's: |
---|
HotDocs Template Portal |
HotDocs WorkSpace 11 |
HotDocs HUB |
HotDocs Advance |
Cloud Services: |
Description |
---|---|
HotDocs Market |
Used by publishers for interviews & document assemblies |
HotDocs Document Services |
Front End UI for managing template, users, running interviews & assembling documents |
HotDocs Advance |
Front End UI for managing template, users, running interviews & assembling documents |
HotDocs HUB |
Front End UI for managing template, users, running interviews & assembling documents |
HotDocs Cloud Services |
Backend Interview/Assembly engine |
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