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Configuring HotDocs

The following requirements are necessary to generate and work with documents in Suite:

  • HotDocs Developer and Microsoft Word must be installed on each user’s computer that will be creating and publishing templates.
  • A HotDocs Server must be configured to execute the templates. Mitratech provides a hosted HotDocs Server solution. Contact Mitratech Support for more information.
  • A browser is needed to prepare the document in Secretariat and eCounsel.
  • Microsoft Word must be installed on each user’s computer that will be viewing the completed documents, which are generated as Rich Text Format (RTF) files.

To Configure HotDocs:

  1. Contact Mitratech’s Customer Support department to create an account on the hosted HotDocs Server.
  2. Configure Document Assembly.
  3. When your HotDocs server account is created, import the templates from the installation media for Secretariat.
  4. If you have created custom templates and want to use them in Suite, they will need to be published in eCounsel or Secretariat.
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