HotDocs Product Questions 1. What is Document Automation? 2. What can HotDocs do for my organisation? 3. What types of documents can I use HotDocs with? 4. Is document automation just for law firms? 5. How technical does a person need to be in order to create a template? 6. How technical does a person need to be to use a template that’s already been created? 7. What word processors does HotDocs support for template automation? 8. What word processors does HotDocs support for document assembly? 9. Can HotDocs be installed on a server? How many people can use it at once? 10. How long can a template be? Is there a page limit? What about a graphical form? 11. What other programs integrate with HotDocs? 12. How can I integrate a software product with HotDocs? 13. What is the difference between HotDocs Player, HotDocs User and HotDocs Professional? 14. What is new in HotDocs Player 6.0? 15. What is new in HotDocs User 6.0? 16. What is new in HotDocs Professional 6.0? 17. Will products that integrate with HotDocs 5 automatically work with HotDocs 6? 18. What products do I need to use a PDF Graphical Form Template? 19. What products do I need to create a PDF Graphical Form Template? 20. Can I automate a graphical form template that is not PDF, for example, an Envoy form? 21. What Is An Envoy form? 22. Is Adobe Acrobat® software required to automate, assemble, or save HotDocs PDF Forms? 23. How technical do I need to be to install HotDocs Online Server? 24. Can I use an existing HotDocs template with HotDocs Online Server? 25. Are all features that are available in the desktop versions of HotDocs available online? 26. Can data be retrieved directly from a database and used in a HotDocs document? 27. Which databases are supported? 28. How does HotDocs work with Automated Forms from other vendors? Technical Questions 1. What are the system requirements? 2. How can I integrate HotDocs with my other workflow tools? 3. Can I use HotDocs with existing forms? 4. What do I need to do to receive upgrade pricing? Training and Consulting Questions 1. How can I get HotDocs training and when is it available? 2. How can I get help on a HotDocs project such as template development or integration? Customer Service and Technical Support 1. What support is provided for HotDocs? 2. What will happen to support for HotDocs 5.4, 5.3, 5.2, 5.1, 5.0a, 5.0, and earlier versions? 3. What are the hours for technical support? What is Document Automation? Document Automation reduces the time you spend on repetitive document creation. Whatever type of activity your organisation engages in, completed documents can be automatically generated based on user input or information stored in your database. More information about Document Automation back to top What can HotDocs do for my organisation? HotDocs can help your organisation in the following ways: • Save time creating documents – Routine forms and documents can be completed automatically, either using interview-style dialogs or database connectivity (available through the optional HotDocs Database Connection product) • Reduce errors – Since HotDocs templates allow you to capture information once and then apply it over and over, it is less likely that you will have errors. And since interviews can validate data and include field-specific help, users will be more likely to provide accurate and appropriate information. • Create better documents while saving the time of your resident experts – Approved staff can quickly create best-in-class completed documents from HotDocs templates. The templates may contain knowledge about the document, including help on how to answer the interview questions. With HotDocs, your collection of forms will quickly become a valuable knowledge base for your organisation. • Simplify document assembly process – With HotDocs, complex forms can be completed in minutes. HotDocs enables the template author to organise questions in a logical order that flows well in an interview -- instead of in the order in which they appear in the document. For example, all information about a client can be gathered together and then placed in the proper places throughout the document. back to top What types of documents can I use HotDocs with? HotDocs can work with most text or graphical forms, including MS Word documents, Corel WordPerfect Documents, and PDF files. HotDocs is particularly useful when applied to routine documents that must be created over and over again. Following are some examples of the types of forms that can be automated using HotDocs: • Human Resources forms • Letters / Fax headers • Official forms • Compliance documents • Audit reports • Proposals • Correspondence • Contracts • Lease agreements • Wills • Trusts • Property documents back to top Is document automation just for law firms? No! Any organisation that routinely generates documentation can benefit from document automation technology. Law firms have been quick to adopt this technology, as it allows expertise to be captured in the automation of each document, reducing the amount of legal expertise required to produce each draft, and ensuring accuracy. These benefits can be enjoyed by any organisation, regardless of market sector. back to top How technical does a person need to be in order to create a template? It is helpful (but not required) that the template author have prior experience building macros or other light-programming experience. Someone with strong word processor and logic skills is a good alternative choice. Capsoft UK offers training programs that can teach you and your staff how to create templates. Our services team can also provide custom template development services. back to top How technical does a person need to be to use a template that’s already been created? An end-user only needs basic knowledge of how to use their word processor. Answering questions and assembling the document requires no special skills and is a highly intuitive process. back to top What word processors does HotDocs 6 support for template automation? • MS Word® 2002, 2000, 97, 7.0 • Corel® WordPerfect® 10, 9.0, 8.0, 7.0, 6.1, 6.0a What word processors does HotDocs 6.0 support for document assembly? • MS Word® 2002, 2000, 97, 7.0 • Corel® WordPerfect® 10, 9.0, 8.0, 7.0, 6.1, 6.0a, 5.2 back to top Can HotDocs be installed on a server? How many people can use it at once? HotDocs Player, HotDocs User and HotDocs Professional can be installed on a server and accessed by networked client PCs. Concurrent usage limitations are based on the software licence agreement and network access bandwidth restrictions. The HotDocs Online product is a web server-based product which can be installed on a MS IIS 4.0 or greater web server combined with a MS NT 4.0 or greater (sp 5.0+) server. Many users can access HotDocs Online at once. back to top How long can a template be? Is there a page limit? What about a graphical form? There is no limit to the length of HotDocs templates or forms. back to top What other programs integrate with HotDocs? HotDocs integrates with a whole range of third party products. In particular, it has a default integration with the following document management solutions: • iManage • Worldox • DocsOpen • Elite Encompass A full list of software provides who integrate with HotDocs is available on the Capsoft UK web site at the following location: http://www.capsoft.co.uk/quickfind/integrators/index.html back to top How can I integrate a software product with HotDocs? HotDocs has a fully featured COM API, which allows it to be integrated with other applications. The API is documented in the HotDocs Integration Kit. Please contact your sales representative for more information. back to top What is the difference between HotDocs Player, HotDocs User and HotDocs Professional? HotDocs Player is the end-user tool for customers with a HotDocs Enterprise Site Licence agreement, and is used for implementations of 10 users or greater. HotDocs Player allows user to assemble all text based templates and graphical forms created and published using HotDocs Professional. HotDocs User is the end-user tool for implementations of up to 10 users, and does not require a HotDocs Enterprise Site Licence. Like HotDocs Player, HotDocs User can assemble all text-based templates and graphical forms created and published with HotDocs Professional, and also allows the automation of simple word processor documents. HotDocs User requires the HotDocs User PDF Advantage add-on to assemble PDF forms create with HotDocs Professional PDF Advantage. HotDocs Professional includes all of the functionality of HotDocs User, plus the added ability to: • Create graphical form templates • Apply advanced automation features, such as conditional shading of dialog boxes • Publish templates on the Internet or your network for access by many end-users • Use advanced template authoring tools, such as the variable insert bar and Component Explorer, for easy component management across an entire library of templates We recommend HotDocs Professional for authors who are creating templates for users other than themselves, those needing to automate graphical forms, and those who will benefit from the advanced development environment. back to top What is new in HotDocs Player 6.0? There are many new features and enhancements in this new version of HotDocs. New features include: • The ability to assemble PDF Forms and save files to PDF (with HotDocs PDF Advantage) • All-new interview tree that lets you navigate between dialog boxes while assembling a form • All-new assembly interface that lets you quickly and easily view the assembled document, question summary, and answer summary back to top What is new in HotDocs User 6.0? HotDocs User includes all the features listed above for HotDocs Player, plus: • Updated Component Manager that enables you to work in your document template and the Component Manager at the same time, drag-and-drop variables form the Component Manager to your document, and create dialog boxes within the Component Manager. back to top What is new in HotDocs Professional 6.0? HotDocs Professional includes all of the new features of HotDocs User, plus: • The ability to automate PDF forms (with the HotDocs PDF Advantage, Professional Edition) • All-new Component Explorer that lets you more closely manage components across a large number of component files - including removing unused component files, renaming components, and copying and pasting components • Advanced features that enable you to create more intuitive interviews for your end-users back to top Will products that integrate with HotDocs 5 automatically work with HotDocs 6? Any product that currently integrates with HotDocs 5 must be reworked to integrate with HotDocs 6 due to the new COM API. This HotDocs 6 integration process is easier and will provide more integration possibilities than the old HotDocs 5 DLL API. back to top What products do I need to use a PDF Graphical Form Template? You must have HotDocs Player, User or Professional, plus the corresponding version of HotDocs PDF Advantage, to assemble a PDF graphical template. back to top What products do I need to create a PDF Graphical Form Template? To create, assemble, and save your templates as a PDF graphical form, you will need HotDocs Professional 6.0 and HotDocs PDF Advantage Professional. back to top Can I automate a graphical form template that is not PDF (an Envoy form, for example)? Yes! You can continue to use HotDocs Professional to automate Envoy forms and HotDocs Player and User to assemble Envoy forms. back to top What Is An Envoy form? Prior to HotDocs 6, HotDocs used the Envoy file format as its graphical form format. HotDocs forms created in HotDocs v3, v4 & v5 use the Envoy file format. back to top Is Adobe Acrobat® software required to automate, assemble, or save HotDocs PDF Forms? No. Neither Adobe Acrobat nor other third-party software is required to automate, assemble, save, or view HotDocs PDF Templates. HotDocs PDF Templates can be saved to PDF format before or after assembly and the form can be viewed in Adobe Acrobat Reader, Adobe's free PDF viewing software. You can also save almost any file as a PDF file using any edition of HotDocs PDF Advantage. back to top How technical do I need to be to install HotDocs Online Server? HotDocs Online Server installation requires someone with technical expertise. Please contact your Capsoft UK sales representative for more detailed information regarding HotDocs Online Server installation. If you require on site assistance with HotDocs Online, Capsoft UK's Services Team can provide an installation and customisation service. back to top Can I use an existing HotDocs template with HotDocs Online Server? You can use an existing template without modification, as long as it is in RTF or WordPerfect format. If your template is not saved as the correct format, you need only to convert your template to RTF or WordPerfect format in order to make it compatible with HotDocs Online. You will also need to be careful to use only features that are supported in HotDocs Online. back to top Are all features that are available in the desktop versions of HotDocs available online? There are some features that are not available online. Please speak to your Capsoft UK sales representative to discuss your specific needs and how HotDocs Online can meet those needs. back to top Can data be retrieved directly from a database and used in a HotDocs document? Yes! This requires the HotDocs Database Connection, which is purchased separately. Custom integration can also be created using the HotDocs COM API. back to top Which databases are supported? Any 32-bit database with an ODBC driver can be accessed with the HotDocs Database Connection, including Oracle, Informix, SQL server, DB2, and many more. You can also use the HotDocs Database Connection to retrieve data from most Personal Information Managers (PIMs), Practice Management Systems, Case Management Systems, and most Time and Billing Systems. back to top How does HotDocs work with Automated Forms from other vendors? Several publishing companies use the HotDocs Automation Engine. These companies create and sell document and form template sets. HotDocs Player is shipped with these template sets and allows users to assemble documents from these sets. HotDocs publishers include: • Croner • Everyform • Sweet & Maxwell • Lexis Nexis Butterworths back to top Technical Questions What are the system requirements? HotDocs Player, HotDocs Player PDF Advantage, HotDocs User, HotDocs User PDF Advantage: IBM Compatible PC, Pentium 233 MHZ or higher processor 64 MB RAM, 30 MB hard disk storage Microsoft Windows 95, 98, ME, NT, 2000 or XP Microsoft Internet Explorer 4.0+ Microsoft Word® 97, 2000 or XP or Corel® WordPerfect® 10.0, 9.0 or 8.0 Recommended: Pentium 500 MHz or higher processor, 128 MB RAM HotDocs Professional, HotDocs Professional PDF Advantage: IBM Compatible PC, Pentium 233 MHZ or higher processor 64 MB RAM, 30 MB hard disk storage Microsoft Windows 95, 98, ME, NT, 2000 or XP Microsoft Internet Explorer 4.0+ Microsoft Word® 97, 2000 or XP or Corel® WordPerfect® 10.0, 9.0 or 8.0 Recommended: Pentium 500 MHz or higher processor, 256 MB RAM back to top How can I integrate HotDocs with my other workflow tools? The HotDocs Integration Kit documents the API calls for individuals or companies who wish to integrate HotDocs with personal databases or other software programs. This integration kit provides example code and documentation for working with the HotDocs API. back to top Can I use HotDocs with existing forms? Yes! You can use HotDocs to automate any existing graphical or text-based form. back to top What do I need to do to receive upgrade pricing? To upgrade to HotDocs 6.0 at the upgrade price, you will need to provide proof of HotDocs 5 or a HotDocs 4 license. You can call your HotDocs Representative to order a HotDocs 6.0 license at the upgrade price. HotDocs 6.0 will install on a computer that has HotDocs 4 or 5 installed and both versions will work. back to top Training and Consulting Questions How can I get HotDocs training and when is it available? Capsoft UK can provide HotDocs training courses at your site. These training courses can be customised to meet your requirements. For more information, please contact your Capsoft UK sales representative. back to top How can I get help on a HotDocs project such as
template development or integration? Customer Service and Technical Support What support is provided for HotDocs? A free technical support knowledge base can be accessed from this web site. In addition to this, a comprehensive telephone and e-mail technical support service is available to customers who have purchased a maintenance and support contract with their software. To all other customers, telephone and e-mail support is available on a "fee per incident" basis. Support is available between 9.00 am and 5.00 pm British Standard Time, Monday to Friday, excluding statutory public holidays in England & Wales. back to top What will happen to support for HotDocs 5.4, 5.3,
5.2, 5.1, 5.0a, 5.0, and earlier versions? What are the hours for technical support? |