webform_hotdocs

The Webform HotDocs module provides a Webform handler to integrate submission data with HotDocs, a service for automated document assembly.

Prerequisites

• The Webform module is required, as this module provides a handler for Webforms.
• The Encrypt module is recommended to encrypt HotDocs credentials. Unencrypted credentials will appear in exported configuration, so warnings will be displayed when credentials are entered if it isn't installed.
• A HotDocs account is needed to provide the API credentials that connect the site to HotDocs.

Usage

In the Webform's overall module configuration, third-party settings are available to provide an API base domain and version, along with your specific HotDocs tenancy moniker, service principal credentials, and workgroup ID. These are set site-wide, and will allow the Webform handler to generate new documents from your HotDocs account's document templates.

In addition to the site-wide third-party settings, each Webform can have one or more HotDocs handlers that sends submission data to HotDocs. The handler first needs a template ID corresponding with a document template created in HotDocs. After saving the template ID, the handler will provide a mapping field to connect each Webform field that allows for a user-generated value with a field from the HotDocs document, allowing the generated document to display data from the Webform submission.