HotDocs

You can generate HotDocs templates from within Actionstep in a similar fashion to standard Actionstep matter document templates.

See the following articles to learn about the Actionstep/HotDocs integration to generate documents from your matter and client data.

• Installing the HotDocs Plug-in
• Uploading HotDocs Templates into Actionstep   
  
• Generating HotDocs Templates
• Managing Answer Files
• Shared Answer Files
• HotDocs Permissions
• Creating HotDocs Templates for Use with Actionstep

Notes for the HotDocs extension: A user license is required to configure merge field mapping and to generate documents via the HotDocs interview form. Unlicensed users may only access documents once they have been generated. If you remove the extension (or all the licenses) the generated documents will not be affected, but will not be able to be re-generated without a License.

Please see the 'Integrations' section in our Marketplace on our website here for the pricing that applies to your country.