Getting Started (HD)
7 Articles
- [START HERE] HotDocs for Salesforce Integration Setup Guide
- Set Up the API Credentials in HotDocs
- Set Up the HotDocs Configuration in Salesforce
- Set Up Permissions for Your Salesforce Users
- How to Extend HotDocs to Standard or Custom Objects
- How to Resume or Open an Interview
- Work Item Cleanup in HotDocs Advance
Release Notes (HD)
1 Article