Our customers made these suggestions for improving HotDocs. Suggestions for improving HotDocs.
Add "Other" option to single choice and multichoice variables/lists
Allow use to choose "other" which would create a text box for them to type in their response. So if a list of options is A/B/C/D/Other and user chooses A, C and ...
Planned
Ability to have different font color to interview questions
Under consideration
Show interview and preview at the same time
It would be great if you could edit the interview and at the same time see the changes in the document preview (split screen).
Under consideration
Allow more than one use to work within the interview at the same time
Allow more than one use (ie a team) to work within the Interview concurrently - one user might be setting up section A, while another is detailing section C etc.
Under consideration
Dynamic image fields in templates and interview
Allow a user to upload images during the interview that will be inserted into the assembled document and allow image placeholders (INSERT IMAGE) to specify exact ...
Done
Document Preview for multiple output documents
Ability to Document Preview all documents that would be outputted from either an answer intake or where there may be subsequent ASSEMBLE instructions used.
Under consideration
Document preview from work items in Advance
Allow a user to preview documents from within the Advance work item user interface after the documents have been assembled
Planned
Ability to download answer files with documents
Thanks for allowing an upload of answer files into Advance. The related improvement would be to also allow the download of answer files. Could these be automatically ...
Done
Rich text formatting of answers in interview and document
Allow a user to apply formatting to text answers given in the interview e.g. italics, bold, underline etc.
Under consideration
Ability to create a script that runs whenever the value of a variable is changed
For example, if a user changes a date, I would like re-run some parts of a script. This tends to arise in situations when it's necessary to validate a combination of ...
Under consideration
Remember the state at which a user exits an interview so the user can re-join at the same place
Consider an interview where the user might have to take a break to go away and find out more info. It would be useful for the user to break the interview and be able ...
Under consideration
Allow creating a template based on another template (cloning)
The workspace currently does not seem to allow simply creating a new template from another hotdocs template (i.e. cloning with another name). There are workarounds ...
Done
External access for clients
Allow a user’s client to access interviews for specified templates within Advance, so their answers can be used to assemble documents
Allow a user’s client to ...
Done
Provide guidance on how to use the new table features
The new table features look awesome, but it's not clear how to use them. In particular, I assume they are intended to be able to be used similar to a database, where ...
Planned
Find and Replace that Works with HotDocs Fields
In Hotdocs Advance, you can't use word's built in find and replace tool to replace text inside a hotdocs field without breaking the content control. Can we get a ...
Under consideration
Set document output metadata
Allow template author and custom logic to control metadata (output file names, “Title”, “Author”, “Subject”, "Filename"etc.) of assembled documents
Under consideration
Filter All Unused Components
In the Component Studio, under Components, please add an option for "All unused components". That option should filter every variable and element for which the Info ...
Under consideration
Selective component sharing
Selectively reuse/share common components across multiple templates
Under consideration
Convert Multiple Choice to Single-Select or Multiple-Select
Allow insertion of existing multiple-choice variables or provide a way to convert a multiple-choice variable into a single-select or a multiple-select variable.
Planned
Able to see available options from multi-select variables within scripting by using CTRL-space
This feature in developer is very useful and would speed up development in Author
Under consideration
Usage statistics
Would like Advance to have usage statistics, such as number of sessions per user, number of completed interviews, and various other productivity indicators. Also ...
Done
Answer summary to print friendly
Allow the Answer summary to print as displayed with Author templates. Currently the print captures only part of the answer summary.
Done
Simple document approval
Allow assembled documents to be approved by other HotDocs Advance users, via a simple document approval workflow, before they are made available to the end user
Planned
Add an AI to write code
I assume that the planned microsoft copilot will not work for HotDocs code because of the field functions. Plus it would be nice to have such help also for ...
Planned
Fixed Table
I have a fixed table component where I store all valuer details (name, email, telephone numbers etc.)
When I have to make updates, I have to manually delete each ...
Under consideration
Move Additional Information (Resource Pane) to Bottom Instead of Side
It would be an improvement if the Additional Information pane could move to the bottom rather than the side. It is harder to read text in a narrow vertical column, ...
Under consideration
Ability to save answers mid-way through an interview in Advance Hub
It would be helpful if the user could save their answers mid-way through an interview in Advance Hub. If there are mandatory questions and they don't know the ...
Done
Allow users to delete their own work items
Would be useful if the work item owner had necessary permissions to delete work items they created.
Under consideration
Manage clients should be not visible for every user
The admin area for managing clients is visible for non admins. Non admins can also delete clients that are not related to them. It would be great if you could control ...
Planned
Client Interviews - Allow Notification of Submission to Several People
When an interview is generated, the E-Mail “From” field is the E-Mail address associated with the user that is logged in to HotDocs Advance and generates the ...
Under consideration
Provide a mechanism for mass conversion of multiple choice variables
Right now you have to convert multiple choice variables one at a time, which is time consuming (if you select more than one such variable, the "Convert" button ...
Under consideration
Suppress Unanswered Warning for “Client Interview” in HD Advance
DETAILS:
This feature exists for HotDocs 11. It is invoked using the /sw flag in the url. Please implement this feature in HotDocs Advance.
We have an interview ...
Under consideration
Ability to add template "comments" field, accessible at all times (not just during upload)
Request you add an accessible "template comments" field so you can add, view or modify comments whenever necessary. The only way to comment a template currently is at ...
Under consideration
Ability to download answer files from Advance Hub, along with the documents
If the user could also download their answer file that would be helpful. HotDocs does not, and cannot, guarantee the storage of that data and so the ability to back ...
Done
Have system do an auto-save or allow user to 'save and continue'
It would be nice if the system would auto-save or allow the user to 'save and continue' working. Currently, you have to 'save and return to work item' which is ...
Under consideration
Client Interview Link Expiration
The client interview link expires after 96 hours. Our clients are not able to complete their questionnaires in this amount of time. It would be most helpful if we had ...
Planned
Template Manager
Need to bring back template manger (from HD classic) for the following reasons:
1) Ability to sort by used, unused and missing.
2) Ability to see which templates ...
Under consideration
Optimize code to better handle large templates
Working on converting a 400+ page templates with 19,000 fields. HotDocs Author runs pretty slow due. Please adjust to improve dev environment for larger templates
Planned
Approval for templates before making live in Advance
Allow business owners to approve templates (and new versions of templates) before they are made live – template lifecycle work-flow
Under consideration
Ability to modify specific components at the same time in multiple component files
In HotDocs Developer there was a template manager feature, that allowed you to copy updated components (Like say for a prompt change or to update script of a dialog) ...
Under consideration
Ability to retain repeat context when using ASSEMBLE instruction within interview component
While it is possible to assemble multiple instances of the same template using an ASSEMBLE instruction within another Word template (and setting the repeating ...
Under consideration
Allow use of Field Editor for the URL in a Web Link Dialog element
We would like to create a web link dialog element with a dynamic web address, depending on the answer to certain fields in the interview. Currently, the URL field is ...
Under consideration
Dark Mode
Would love a dark mode for the Author software, something like Darcula maybe?
Under consideration
Field within Text Box
Please add the functionality to add fields within a text box in Microsoft Word.
Not planned
Ability to upload external HotDocs answer file within Advance Hub
It would be helpful if a user could upload an external answer file into Advance Hub. It is not always possible, or practical, to rely on the work items within ...
Done
Sharing a Work Item with a single user
Sharing a Work Item with a specific user is not possible when creating a work item (it is only possible later when the Work Item is already created).
It would be ...
Under consideration
Assign AD groups to HotDocs Cloud User Groups when using SSO
As we want to use SSO for our HotDocs Cloud instance, we no longer have the ability to assign Active Directory groups to a User Group. This puts a huge overhead on ...
Planned