The webform_hotdocs module integrates Drupal Webform submissions with HotDocs for automated document assembly. It allows you to map Webform fields to HotDocs document templates, enabling the generation of custom documents based on submitted data.
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.