HotDocs document automation software has been built to perform with the following minimum system requirements:

Hardware Requirements

  • 1 GHz processor (2 GHz recommended)
  • 1 GB available RAM (2 GB recommended)
  • 250 MB hard disk space for installation process, 85 MB thereafter
  • 1024 x 768 screen resolution

Warning: If you previously set your Windows display options to a size greater than 150% you may find that some HotDocs dialog boxes do not display properly. You can check your display settings by clicking Start Menu > Settings > System > Display.

Software Requirements

We actively test and create fixes for software that meet our software requirements:

Operating System

  • Windows 7 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)
  • Windows 10 (32-bit and 64-bit)

Word Processor

  • Microsoft Word 2010 SP2, 2013, or 2016 (32-bit and 64-bit)

Internet Browser

  • Microsoft Internet Explorer 11 (IE11) or later
  • In addition to IE11 or later, the following browsers are supported for interviews (latest major release version and the previous major release version of the following):
    • Chrome
    • Edge
    • Firefox
    • Safari

Developer Tools

If your computer does not already have the following developer software installed, during Author installation, you will be prompted to authorize and download:

  • Microsoft .NET Framework 4.6
  • Microsoft SQL Server 2014 Service Pack 2 Express (ENU\x64\SqlLocalDB.msi for 64-bit computers, ENU\x86\SqlLocalDB.msi for 32-bit computers)
  • Visual Studio 2010 Tools for Office Runtime

Caution: If you do not have internet access or otherwise prevented from downloading the software necessary for Author to run properly, you will need to install the software manually (using an external drive, local network, etc.).

Minimum Hardware Requirements

  • 1 GHz processor (2 GHz or faster recommended)‘
  • 1 GB RAM (2 GB, recommended)
  • 250 MB hard disk space for installation process, 85 MB thereafter
  • 1024 x 768 screen resolution

Note: If you previously set your Windows display options to a font size greater than 100% you may find that some HotDocs dialog boxes do not display properly. You can check your font size setting in your Control Panel by clicking Appearance and Personalization > Display.

Recommended Software Requirements

We actively test and create fixes for software that meet our recommended software requirements. As such, we encourage you to use HotDocs with the following software:

Operating System

  • Windows 7 (32-bit and 64-bit)
  • Windows 8.1 (32-bit and 64-bit)
  • Windows 10 (32-bit and 64-bit)

Word Processor

  • Microsoft Word 2003, 2007, 2010, 2013, 2016
  • Corel WordPerfect X3 SP2, X4, X5, X6 or X7 (not X8)

Internet Browser

  • Microsoft Internet Explorer 9, 10, and 11

Legacy Software Environments

The following list represents software that HotDocs is compatible with, but is no longer actively tested, nor do we fix issues specific to these versions.

Operating System

  • Windows XP
  • Windows Vista
  • Windows 8 not updated to Windows 8.1

Internet Browser

  • Microsoft Internet Explorer 8

Database Integration Requirements

If you plan to integrate desktop versions of HotDocs with a database, you must use one of the following databases:

  • Microsoft Access
  • Microsoft SQL Server
  • Oracle 8 and up—It is strongly recommended that you use the Oracle Provider for OLE DB (OraOLEDB) instead of the Microsoft OLE DB Provider for Oracle (MSDAORA)
  • Any ODBC level 1-compliant database (using the Microsoft OLE DB provider for ODBC (MSDASQL))

Note: HotDocs may also function with other OLE DB providers, as long as the following conditions are met: 1) The OLE DB provider must accept plain-text command strings, 2) the OLE DB provider must return rowsets (ADO Recordsets) as the result of commands—not records and/or streams, and 3) the database must reside in a location accessible by HotDocs. OLE DB providers that expose data in individual Rows and/or Fields (but not Rowsets) will not work. Please keep in mind that these are recommended guidelines and meeting these guidelines does not necessarily mean your provider will work with HotDocs.

Additional Minimum Requirements

If you install HotDocs using the MSI installer instead of the EXE installer, you must install the following software items manually:

  • Visual C++ 2010 Redistributable (x86 or x64)
  • Visual Studio 2010 Tools for Office Runtime (x86 or x64)
  • Microsoft .NET Framework 4.0 Client Profile
  • Open XML SDK 2.5
  • MSXML 6.0 (If using Windows XP SP2 only)

Minimum Hardware Requirements

The hardware requirements for your system vary depending upon the type and complexity of the templates assembled. HotDocs Server performance is primarily bound by disk I/O speed, which means you should ensure that the disk system is as fast as possible. Also, additional RAM improves disk I/O speed by allowing the operating system to cache more files in system memory. The basic recommended hardware configuration is as follows:

  • 2 or more processors (2 GHz or faster) (Single processor machines can work well for development and lower load production environments.)
  • 1GB RAM (2 GB recommended)
  • SCSI or comparable storage subsystem

Minimum Software Requirements

Your system must meet the following software requirements before you can install:

  • Microsoft Windows Server 2008, 2008r2, 2012 and 2012r2
    Note: When deploying on Windows Server 2012, it is recommended that the temporary directory be located on an NTFS partition rather than ReFS.
  • Microsoft .NET Framework 3.5
    Note: On some operating systems, if the HotDocs Server installation program does not detect .NET Framework on your machine, the HotDocs Server installation program installs these elements automatically. On other operating systems, such as Windows Server 2008 and Windows Server 2012, you must manually install the .NET Framework before you install HotDocs Server.
  • Open XML 2.5
  • Microsoft Visual C++ 2008 SP1 Redistributable Package (x86)
  • Microsoft Internet Information Services (IIS) 6 or greater (IIS 7 or greater is required for easy installation of Sample Portal)
    • Common HTTP Features: Static Content, Default Document.
    • Application Development: ASP.NET, .NET Extensibility.
      Note: With Server 2012, you need to manually enable ASP.NET 3.5 and 4.5, as well as .NET Extensibility 3.5 and 4.5
    • Security: Basic Authentication, Request Filtering.
    • Management Tools: IIS Management Console, IIS Management Scripts and Tools
  • Microsoft Silverlight 5 SDK (included in the HotDocs Server install)

Software Requirements for Your End Users

HotDocs server exists to generate documents from templates created in HotDocs Developer. You create a host application to present those templates to your end users in the form of interviews. Your end users use a web browser to provide the data needed to generate a finished document from the interview, and they must then be able to open the finished document.

Your end users must have certain software installed on their computers to complete browser-based interviews or view assembled documents. You should make your end users aware of their software requirements:

  • A Web browser capable of displaying an interview. Examples include Microsoft Internet Explorer 8 or later, or Firefox, Chrome, or Safari. JavaScript interviews are also compatible with mobile Safari on iPads. Silverlight interviews require a desktop browser with the Silverlight 5 runtime engine installed.
  • Any word processor (such as WordPerfect® or Microsoft® Word) that can display, edit, or print an assembled text document.
  • HotDocs® Filler (Windows only) for assembled HFD and HPD form documents.
  • Any PDF viewer (such as Adobe® Reader®) for viewing or printing assembled documents in the PDF format

Port Requirements

HotDocs Server requires certain open ports, which facilitate the remote management of HotDocs Server, as well as clustered server support:

  • Port 9851: Required for all instances of HotDocs Server

HotDocs Server is dependent on Windows Management Instrumentation (WMI), which means you should add some parameters to your firewall rule group.

For Windows Server 2008, you can configure the firewall by opening Windows Firewall with Advanced Security and then going to the Inbound Rules node. From there, you should enable the following rules:

  • Windows Management Instrumentation (Async-In)
  • Windows Management Instrumentation (DCOM-In)
  • Windows Management Instrumentation (WMI-In)

Tip: For more information on these firewall requirements, see https://docs.microsoft.com/en-us/previous-versions/windows/desktop/ics/wmi-dependency

Software Requirements

All Installation Types

  • Windows Server 2008 R2 SP1 or later
  • Internet Information Service (IIS) 7 or later, including the following features:
    • SSL/TLS
    • Feature Delegation
    • ASP.Net Server Role
    • HTTP Redirection
    • URL Rewrite module
  • SQL Server 2012 or later
  • Microsoft .Net Framework 4.6.2 or later
  • Powershell 3.0 or later
  • An SMTP server – used to send e-mails when provisioning user accounts; only for installations that do not use Active Directory
  • Signing Certificate – a security certificate specifically used to sign Hub API requests

Hardware Requirements

  • 2 or more processors (2.5 GHz or faster)
  • 2GB RAM (4GB recommended)

Restrictions

Note: WebDAV extensions must not be installed on the web server on which HotDocs Hub is hosted.

Desktop

HotDocs Hub Users

  • Minimum screen resolution: 1280x800
  • Web browsers:
    • IE11 or later
    • Firefox
    • Chrome

Template Authors

  • Microsoft .Net 4.6.2 – required when installing the Upload Plugin for HotDocs Developer

Template authors require the HotDocs Developer desktop application.



Save time, reduce costs, mitigate risk, and enhance compliance when producing business documentation with HotDocs

Learn More