Our HotDocs training provides users with the skills necessary to their job. Not all training is necessary for all users.
Course Descriptions
Document Assembly (1.5 to 2 hours)
This introductory session teaches users the basics of the HotDocs interface, how to assemble documents from existing templates, and how to manage HotDocs Answer Files.
Basic HotDocs Template Creation (3 Hours)
This three hour session introduces trainees to HotDocs template creation. Topics include document markup, how to create and insert variables, how to format variables, basic commands, and basic dialogs.
Advanced HotDocs Template Creation (Varies)
KPM can create custom HotDocs sessions so that your firm can explore the advanced features of HotDocs template creation at your pace and in ways that specifically relate to your firm. Sessions can cover anything from creating effiective Interviews to HotDocs Scripting to Advanced Dialogs.
HotDocs Basic PDF Forms (2 Hours)
This two hour session covers the creation of basic HotDocs PDF Forms including how to create fillable HotDocs forms from existing PDF files.
HotDocs Advanced PDF Forms (2 Hours)
This two hour session covers the creation of HotDocs PDF Forms and how to fill these forms from a HotDocs interview or existing Answer Files. Please note that portions of this session require skills taught in an Advanced HotDocs Template Creation session.
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