HotDocs - Document Assembly Software

Basha Systems has been building document assembly solutions for its clients for well over a decade and worked with and reviewed dozens of document assembly solutions. In this period, by the far the strongest and most consistent performer has been HotDocs. HotDocs has done more than just win awards for popularity. It has consistently supported its user community and improved the feature set of HotDocs Professional and HotDocs Automator.

HotDocs 2009

With the release of HotDocs 2009, LexisNexis did more than just rebrand HotDocs. It changed the entire look and feel of the product, making it possible to support robust applications, like Wealth Transfer Planning and the New York Grand Jury System designed by Basha Systems.

HotDocs 2009 included automation and scripting features which allowed, for the first time, the simulation of object oriented programming. We encourage you to browse our document assembly tours to see illustrations of what can be done with this product.

New HotDocs Resources Subdomain

As the Basha web presence grows, we increasingly need to split up our free content to keep it organised intelligently.  The majority of this section has been moved to the new HotDocs Product Subdomain - http://hotdocs.bashasys.com.  This is so that all our information on HotDocs is in one place that is all about HotDocs and nothing else.  The remainder of this page will deal with what we bring to HotDocs - our design methodology, approach and innovations utilizing the HotDocs document assembly platform.

Basha Systems will give you the best Return on Investment

The real benefit that we see of a HotDocs solution, and the one that gives you the best return on investment, comes where you work with a consultant to build the initial application, and then apply your internal resources to maintaining and modifying the system, with backup from a consultant. On one level, HotDocs is a document automation software environment that has a very simple metaphor - Template and Component file. But in a well implemented system, there can be a myriad of templates, subtemplates, databases and component files. In such a "web" changes to scripts and codes can have unintended side effects in not properly managed

Whether creating simple forms or complex transactional documents, Basha Systems can build the right system for you. We offer both HotDocs Developer and HotDocs End User training.On these pages, you will find information on the HotDocs feature set so that you may better understand the product and what it can do for you and your documents.

HotDocs Innovations by Basha

Basha Systems is one of the leading HotDocs developers. Systems developed by Basha Systems have garnered its clients millions of dollars in "found revenue" - whether in new money transactions, or in economies from automation. In bringing this ROI to its clients with HotDocs, Basha Systems has introduced a number of innovations which have showcased the hidden power of HotDocs document automation software, as well as driven the developer to innovate and improve the product. Some of the innovations are listed below.

• Integration of a master parties list to centralize all "persons" data, with populators to import complete contact data throughout the system, for trustees, executors, beneficiaries, witnesses etc.
• Interactive on-dialog, dynamic drafting tips, and fully integrated HTML help text for every field on every dialog which can be printed out as a drafting aid.
• Standard and custom inserts that can be revised on an otherwise "locked" application to handle customization of letterhead, title pages, signature blocks, notary and self-proving affidavits.
• Dynamic styling toolbars in both Word and WordPerfect that can with a single click change font, spacing, and numbering sequences to match user preferences.
• Widespread use of functions and data objects for more efficient and readable HotDocs code.
• Replacement of the HotDocs library with a single integrated template that runs a consolidated interview and launches the designated templates.
• Use of indexed repeats to allocate one or many defendants to prosecutorial documents, including details about each defendant, as well as the particular charges against them, and any specific priors.
• Use of programmable dialogs to allow "previews" of selected charges as they would appear in the indictment.
• Use of pseudo-code in the database that is interpreted by HotDocs at runtime, to both determine the relevant variables and to replace the pseudo-code with values derived from those HotDocs variables.
• Post-assembly macros that name and save documents based on HotDocs variables.
• Support for combined Mortgage and Credit line transactions with constraints to ensure consistency between the optional provisions for each transaction when such documents form part of a single larger transaction.
• Use of a custom interface, launched from a single HotDocs interview, that allows the user to assemble a single master document (for draft purposes) and then to produce individual documents by merely changing an option in the interview.
• Reusable multipurpose insert templates for signatures, cover pages, ancillary documents using indexed variables whose values are set by scripts prior to their insertion.

For more information visit our video tours.

HotDocs Resources

First and foremost, check out our subdomain for HotDocs - http://hotdocs.bashasys.com.

If you are looking for "general" document asembly assistance and information, you may wish to visit our Document Assembly portal which contains a wealth of information regarding common terms, approaches to document assembly, helpful articles and more.

Alternatively, you may wish to visit our HotDocs Resources page, or our document assembly videos section.