HotDocs Resource Library
Grow your HotDocs expertise with these eBooks, webinars, whitepapers,
and product brochures.
LegalTech Review: Just Like HotDocs But Only Better
During a proof-of-concept or product demonstration, a vendor will invariably call out a feature as “just like HotDocs.
Learn MoreWelcome to HotDocs Advance
Done Migrating? Time to take advantage of all our new features. Now that you’ve completed migration, let’s explore all the new features you can use to supercharge your templates and improve your workflow. We’ll explore client interviews, dynamic filename computations, and the new component types that make the best document automation software, even better....
Migrating to HotDocs Advance (Pt. 2)
Migrating templates to HotDocs Advance only takes 4 easy steps. HotDocs Migration experts will review the common types of migration workflows, introduce project management techniques for handling the migration process, and walk through the template migration process step-by-step. Please note: we are not requiring users to migrate over to Advance. This webinar is to aid...
Migrating to HotDocs Advance (Pt. 1)
The information you need to know before you start the migration process. There are many ways to prepare for a migration to HotDocs Advance. HotDocs migration experts will explain the different stages of migration, review the pre-migration steps administrators should take, and review many of the differences between the new and old HotDocs platforms....
How Legal Document Preparation Software Powers Your Small Law Practice
Former Family Law attorney Michael Ellis talks about how firms use legal document preparation software like HotDocs to save time, reduce risk, and achieve control over document creation. Watch the webinar now!
How to Improve Regulatory Compliance with Document Automation Software like HotDocs
For document-heavy industries, improving regulatory compliance can seem challenging, especially with so many people being a part of the document creation process. But, most of the problems associated with achieving compliance — data breaches, manual input errors, etc. — can be solved by using document automation software like HotDocs. Watch the webinar now!
How to Create Multi-Language Document Templates using Document Automation Software like HotDocs
Multi-language document templates simplify the challenge of delivering accurately translated documents to your clients and customers. Any industry that produces sophisticated documents, such as lending packages, legal agreements, and customer communications in a variety of languages, can benefit from template capabilities inside document automation software. Watch the webinar now!
Automate Client Intake in HotDocs Author
Businesses of all types must gather basic information for new clients. Chances are, your client data is obtained with a client intake. In this webinar recap we demonstrate how to streamline client intake using HotDocs Advance. We will also show you how the data gathered by that intake can be used to populate other templates...
HotDocs Advance Workflow Overview
HotDocs Advance product suite is designed to simplify your workflow, and to properly create your templates and finished documents with efficiency and accuracy. Learn more about the tools that make up HotDocs Advance, and see how it can help you, in this Free Training webinar recap....
Adding Variable Fields to HotDocs Document Templates
This webinar covers the different types of variable fields that can be used in the HotDocs Author program, and shows the user tips and tricks that can be useful when creating new templates....
What HotDocs Can Do For Your Business
Organizations like yours use documents every day — contracts, agreements, proposals, letters, etc. See how HotDocs document automation compares to the average manual process as we walk you through the production of a complex software sales contract in this latest Free Training webinar recap....
HotDocs Advance Overview
HotDocs Advance is the gateway for your users to get the full power and intelligence of HotDocs automated templates in their hands. In this Free Training webinar recap, learn how to leverage the document automation and document assembly power inside HotDocs Advance to increase efficiency, reduce risk, and eliminate errors....
HotDocs Author Overview
Template authoring has never been as powerful or intuitive as it is with HotDocs Author. As the native template creation tool for HotDocs Advance, the latest version of our groundbreaking document management platform, Author reflects the flexibility and simplicity of Advance. You don’t have to be a computer programmer to create a document template, you...