Documentation

HotDocs Knowledge Base

Check for tips & solutions for using HotDocs in the online Knowledge Base. This online resource consists of three sections to assist you in using HotDocs: Developer Corner, Problems & Solutions, and HotDocs API.

Printable Documentation

Download or print PDF versions of the HotDocs Installation Guide & Tutorial, as well as the electronic HotDocs Help.

Document Services

Click here to download the Getting Started PDF.

HotDocs 10

HotDocs Developer Installation Guide & Tutorial Printable Help File*
HotDocs Developer LE Installation Guide & Tutorial
HotDocs User Installation Guide & Tutorial

HotDocs 2009

HotDocs Professional Edition Installation Guide & Tutorial Printable Help File*
HotDocs Standard Edition Installation Guide & Tutorial

HotDocs 2008

HotDocs Professional Edition Installation Guide & Tutorial Printable Help File*
HotDocs Standard Edition Installation Guide & Tutorial

HotDocs 2007

HotDocs Professional Edition Installation Guide & Tutorial Printable Help File*
HotDocs Standard Edition Installation Guide & Tutorial

* The help file PDFs listed above are versions of the electronic helps that ship with HotDocs. They can be printed and used as a reference guide while you are away from your computer. Please keep in mind that these documents are more or less "flattened out" versions of the electronic helps, and a small amount of material available only through hyperlinks in the help file may not appear in the PDF. These files are provided as a secondary resource — the electronic helps should continue to be your primary resource for information.

Additional HotDocs Tutorials

In addition to the tutorials that come with HotDocs, a number of other tutorials are available on a wide-range of advanced topics:

  • Add a Link to a Dialog that Runs a Computation Script
  • Automate a Nonstandard Table in Automator
  • Change Multiple Choice Variable Options During the Interview
  • Combine Answers from Two Repeated Dialogs into One Dialog
  • Create a Marked Up Version of a Template
  • Create an Intake Interview and Associate its Answers with Another Template
  • Create and Format Dialog Element Text
  • Create Multiple Documents from a Single Template
  • Customize Addendum Information for Tables that Overflow
  • Customize an Answer Source for Two Different Dialogs
  • Customize Dialog Titles for Each Repetition
  • Format Captions in Text Templates
  • Insert a Clause Library in a Template
  • Join or Separate Answers in a Text String
  • Use Default and Overlay Answer Files
  • Work with Automator Field Properties

These tutorials are available for download as HotDocs Auto-Install (.HDI) files. When you install these files, a new HotDocs library will be created on your computer with sample templates and instructions for each of the tutorials.

To download and install the additional tutorials

  1. Click one of the following links, depending on your version of HotDocs: 10, 2009, 2008, 2007. If the File Download dialog box appears, click Open. The Install Template Set dialog box appears.
  2. Accept the default locations HotDocs suggests for both the library file and the templates and click OK. The templates are installed and the new library opens.

Note: Some tutorials cover features available only in specific versions of HotDocs. Also, you can right-click the links above and then choose Save Target As to download the files without automatically installing them. Once they are downloaded, you can then double-click the files to launch HotDocs and install the tutorial files, or you can launch HotDocs and then choose Install Templates from the File menu.

Documentation Feedback

To report problems with the HotDocs documentation or tutorials, please send an e-mail to publications@hotdocs.com.