Getting Started in the Cloud

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* Install or ensure installation of HotDocs Developer 10.2
 
* Install or ensure installation of HotDocs Developer 10.2
 
* Receive firm provisioning email from HotDocs Document Services containing links and credentials to log in
 
* 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 Tab]]
+
* Firm Admin logs into the application to set up the firm account under the [[Settings Page]]
 
# Must agree to the terms of use
 
# Must agree to the terms of use
 
# Firm [[General Settings]] should be applied to allow firm branding / identification
 
# Firm [[General Settings]] should be applied to allow firm branding / identification
# Assign [[Template Taxonomies]] if you choose
+
# Assign [[Template Taxonomy]] if you choose
# Understand that charges may be incurred for [[Client Interviews]] and [[Users]]
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# Understand that charges may be incurred for [[Enable client interviews | Client Interviews]] and Users
 
## Accept responsibility and ensure number of users allowed for the firm
 
## Accept responsibility and ensure number of users allowed for the firm
## Determine of the [[Client Interviews]] or [[Template Links]] will be used for your firm
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## Determine of the [[Client Interviews]] or [[Allow template links | Template Links]] will be used for your firm
# Firm [[Users]] need to be added - any additional firm administrators can be assigned at the same time
+
# Firm Users need to be added - any additional firm administrators can be assigned at the same time
* Firm Admin can download the [[HotDocs Configuration file]] for one-click template upload from Developers 10.2
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* Firm Admin can download the [[Downloading HotDocs Configuration | HotDocs Configuration file]] for one-click template upload from Developers 10.2
* Place templates in customized [[Taxonomies]] for faster search results
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* Place templates in customized [[Template Taxonomy | Taxonomies]] for faster search results
* [[Download the Component file]] if you would like to customize templates to prepopulate and synchronize with online client interviews
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* [[Downloading Component File | Download the Component file]] if you would like to customize templates to prepopulate and synchronize with online client interviews
* Create [[Automated Emails]] to clients using [[Tokens]]
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* Create [[Interview emails | Automated Emails]] to clients using [[Tokens]]
 
* Enable your templates to work on HotDocs Server and test assemble in Silverlight or JavaScript
 
* Enable your templates to work on HotDocs Server and test assemble in Silverlight or JavaScript
* [[Upload Server Enabled Templates]] from HotDocs Developers 10.2 to HotDocs Document Services
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* [[Enable Templates for Online Server | Upload Server Enabled Templates]] from HotDocs Developers 10.2 to HotDocs Document Services
* Create new [[Clients]]
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* Create new [[Clients Page | Clients]]
* Create new [[Documents]] for clients
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* Create new [[Document Page | Documents]] for clients
* [[Request Client Interviews]] facilitates client intake by email link
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* [[Client Interviews | Request Client Interviews]] facilitates client intake by email link
* Allow and place [[Template Links]] on external web sites and social media pages to reach more clientele
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* Allow and place [[Allow template links | Template Links]] on external web sites and social media pages to reach more clientele
  
 
  Note: This documentation has been created during development. All screenshots and steps may be slightly different
 
  Note: This documentation has been created during development. All screenshots and steps may be slightly different
 
  from the product design that you see.
 
  from the product design that you see.

Latest revision as of 20:55, 14 February 2012

  • 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.