HotDocs Workspace for SharePoint - Features

Manage Templates

• Choose where templates and answer files are stored in SharePoint®.
• Create a shortcut to a particular template interview using SharePoint®'s Links Web Part.
• Specify which templates you want to allow for assembly.
• Assign different groups read/write access to manage each user's access to templates.
• Save and store your assembled documents in SharePoint®.
• Subscribe to SharePoint™s document library to be notified of updates to HotDocs files.

Assemble Documents

• View templates using the Preview button before assembling it.
• Use data in SharePoint® lists to answer template interviews.
• Run interviews in JavaScript or Silverlight® code.
• Download finished document as a Word® file or PDF (you have the option of choosing either SharePoint™s or HotDocs™ PDF converter).