Getting Started in the Cloud

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  • Sign up for HotDocs Document Services
  • Receive Contract Order Confirmation Email
  • Install or ensure installation of HotDocs Developer 10.2
  • Receive firm provisioning email from HotDocs Document Services containing links and credentials to log in
  • Firm Admin logs into the application to set up the firm account under the Settings Page
  1. Must agree to the terms of use
  2. Firm General Settings should be applied to allow firm branding / identification
  3. Assign Template Taxonomy if you choose
  4. Understand that charges may be incurred for Client Interviews and Users
    1. Accept responsibility and ensure number of users allowed for the firm
    2. Determine of the Client Interviews or Template Links will be used for your firm
  5. Firm Users need to be added - any additional firm administrators can be assigned at the same time
Note: This documentation has been created during development. All screenshots and steps may be slightly different
from the product design that you see.