• The Future of Document Automation

With its enterprise-class architecture, HotDocs Advance makes it simple, collaborative, and efficient to create user-friendly templates and to generate perfect documents.

Document Automation

  • Enhanced Interface

HotDocs Advance offers a new and intuitive user interface that is ideal for both template authors and template users. Enhancements to the authoring and end-user experience make faster document creation and template authoring possible.

Enhanced Interface

  • New Template Creation & Management Tools

The new, authoring environment allows multiple template authors to coordinate and work on templates. Powerful new features include a template repository with centralized template creation and management, permissions for individuals and groups based on roles, check-in/check-out functionality, roll-back, and forward publishing.

Template Creation

  • User Management & Security

Template managers can efficiently manage the permissions of end-users and groups of users through OpenID Connect (OAuth 2) compliant functionality and Active Directory (AD). All solutions support cloud API security based on industry standard OAuth 2.

Security

  • Cloud, Abacus Private Cloud and On-Premise Solutions

End users will enjoy the ease and flexibility that comes with generating documents via browser-based templates in the cloud, on premise, or in a hybrid environment using a variety of devices including PCs, Macs, and tablets.

Cloud Solutions

  • Integrations

Robust APIs enable simple integrations with business systems such as BPM, CRM, DMS, ECM, and e-signature technologies. These APIs also support enhanced management of templates, users, permissions, answer data, document automation, and work items.

Integrations

  • Template Migration

HotDocs Advance provides a simple upgrade path from prior versions of compatible HotDocs templates, making the transition as straight forward as possible.

Template Migration

  • Simplified Version Control

The streamlined uploading and template publication process is done automatically in the background. HotDocs Author is used to directly upload and manage templates in Advance.

Version Control