HotDocs Tips & Tricks

Tips, tricks and solutions with the HotDocs document assembly platform
Thursday, May 28, 2009

Client Facing Data Entry


Have you ever wished that your CLIENTS could enter their own data.  Sure, you wouldn’t want them to “do their own documents”.  But isn’t it a pain taking hand-written questionnaires filled out by clients, and then having to re-enter that data into your HotDocs template system.  There has to be an easier way.  Why not have a secure “data entry form” on your own website where you can direct your clients to answer the questions.  Such system would notify you when a questionnaire was completed.  You could then “download” their information as a HotDocs answer file and use it for your templates. Such a system is in the “Skunk works” phase at Basha Systems.  If you are interested, please give Rose a call at (914) 827-9173.

Posted by Seth

Wednesday, July 26, 2006

HotDocs Tips Site Goes Live


Welcome to the new Basha Systems HotDocs Tips site.  It is run by our blogging software, but will grow to operate much like any information site…

Posted by Admin

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