Basha Systems has been a HotDocs Consultant and HotDocs reseller, building document assembly solutions for its clients for well over a decade. We have worked with and reviewed over a hundred 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 Developer, HotDocs User, HotDocs Document Services and HotDocs Marketplace.
HotDocs 11.2 is the current release of HotDocs. It ensures compatibility with the latest version of Microsoft Office (2016) and with HotDocs Document Services. Based entirely on XML, the new version is more stable and can support virtually unlimited component file size. It is also standard to use .DOCX format for Word, eliminating the conversion issues when saving to and converting from RTF or rich text formatted documents.
What sets HotDocs 11 apart from other products is an enhanced of computations and dialog scripting. Both now support local variables (more on this elsewhere) and the computation allow usage of parameter variables. The results is a multi-fold increase in the programming ability of the software. There are opportunities for a HotDocs consultant to streamline your system, adding power and flexibility.
HotDocs Innovations by Basha Systems Consultants
Basha Systems is one of the leading HotDocs consultants. 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, as a long-time HotDocs Developer, 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.