Click on the download link. You will be prompted to Save the file. (Download the 32-bit version if your software will be running on a 32-bit operating system or the 64-bit version if your software will be running on a 64-bit operating system.)
Choose a location on your hard drive, such as the Desktop, where you want to save the file and then click Save.
After the files have been downloaded, install HotDocs by double-clicking the HotDocs installation file.
1024 x 768 screen resolution with at least 16-bit color
Microsoft® Windows® 8 (32-bit or 64-bit), Microsoft® Windows® 7 (32-bit or 64-bit), Windows Vista® (32-bit or 64-bit), or Windows® XP (SP1 or higher, 32-bit)
Microsoft® Internet Explorer® 6.0 or later
Microsoft® Office® Word 2013, 2010, 2007, 2003, or Corel® WordPerfect® X6, X5, X4, X3, 12, (WordPerfect® X3 SP2 and above are the only versions of WordPerfect® supported for use on Windows Vista®/Windows® 7.)
Microsoft® .NET® Framework 3.5 and 4.0 Client Profile, Microsoft® Silverlight® 3 or greater Runtime, and Microsoft® Silverlight® 3 SDK (These are only required if you want to view Silverlight®-based interviews for your HotDocs Server-enabled templates.)
To connect HotDocs with a database, you must have one of the following applications or servers installed:
Microsoft® Office® Access
Microsoft® SQL Server
Oracle® 8i or 9i with the OraOLEDB OLEDB provider
Most other ODBC-compliant databases
Note If you are using Office 2007 it is recommended that you install SP3 or higher to access the most up-to-date features.
Caution WordPerfect X3 SP2 and later are the only versions of WordPerfect supported for use on Windows Vista and later.
"HotDocs provided us with an improved policy issuance system, which eliminated past backlog and provided accurate and timely policies, thus improving customer service. The library also ensured the integrity of our policy documents was protected."
"With HotDocs, the result is better quality documents, customer satisfaction and a vast improvement in the production time frame. We’ve also seen improvements in overall issue resolution and a reduction in the potential for legal challenges."