Upload Templates from HotDocs Developer to Advance

In order to upload any templates from HotDocs Developer to HotDocs Advance, you will need to have the latest version of Developer Upload plugin installed.

If you do not have the Upload Plugin v2.0 installed already, please contact Support to get the installer.

Once you have it installed, grab an upload configuration file from your Advance tenancy by clicking on a drop down arrow next to your user name within Advance UI:

When you have the configuration file downloaded, simply double click it and it will add an upload destination to your HotDocs Developer.

If you have both HotDocs Author and Developer installed, you might also get a pop up window from Author like the one below, but you can disregard it and just hit Cancel:

Now launch HotDocs Developer and find the template you wish to upload. 

Then right click on it, select 'Upload to HotDocs' and pick your newly added upload destination:

Next you will get a prompt to log in to HotDocs Advance. Once the upload is complete, follow the standard process for all newly uploaded templates by making it live & assigning to a Work Group