Generating HotDocs Templates

Modified on Wed, 13 Sep 2023 at 11:56 AM

To generate a template from within a matter

Click on the Documents icon and choose "Generate".


Select the Template from the list, then click "Generate" at the bottom of the form.

The HotDocs interview form will appear with some of the fields pre-populated from the Action data.

Once you have completed the interview the document will assemble and you can choose to download it, edit it in Word, or email it.

To regenerate an existing document

Click on the icon next to the document name in the document list.


Choose "Continue" from the popup menu.

That's it!


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