Home > Blog > Who Should Build Your Companys Hotdocs Templates

Who should build your company’s HotDocs templates?

Natasha Sabey

July 20, 2012

If your company is new to HotDocs, you might be wondering who exactly should be responsible for creating your templates. The IT specialist? An engineer? An intern? Your secretary or receptionist?

Ideally, the best person to build HotDocs templates is a content expert—someone who knows exactly what needs to be included in each document generated from your templates (language, formatting, conditional text, calculations, etc.) This ensures that your final documents will be as fail-proof as possible.

For example, let’s say you’re an estate planner, and your office generates wills on a daily basis. If one of your clients has children, you will need to include stipulations in the will regarding each child’s inheritance, and, if the children are minors, who will be their guardian if their parents are unable to care for them anymore. However, if the client has no children, most or all of this information can be left out of the final document. The content expert is the one who knows all the nitty-gritty details of what circumstances need to be accounted for and how each document will vary from the rest.

Like with any software program, it will take some practice to become an expert at developing templates, but you definitely don’t need to have a technical background to be successful. HotDocs does all the hard work for you behind the scenes—you don’t need to know how to write code or build a software program from scratch. But to get the best and most solid templates possible, you do need to know the content of the document you are automating inside and out.

To find out how to get started with template development, check out our training resources. We’re confident that once you understand the basics, you’ll be up and running in no time!

Add new comment

Blog Latest

How Law Firms Can Benefit from Key Features in HotDocs

Are you making the most of HotDocs? Here are five great features that make it more...Read more

Creating Multi-Language Documents with HotDocs

Today, more than a million end-users throughout 60 countries use HotDocs daily to generate...Read more

One Proven Way to Make a Profit with Alternative Fee Arrangements (AFAs)

Alternative Fee Arrangements (AFAs) are increasing in prevalence and there is no question,...Read more

With more than 1 million users in 11,000 companies across 60 countries,
you’ll be in great company when you deploy HotDocs.

Schedule a Demo

  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
  • ECE
  • Lockmann Krane uses HotDocs document automation software
  • Caltrans uses HotDocs document assembly software