HotDocs is document assembly software developed to help attorneys, banks, and corporations create automated document systems. We provide HotDocs online training courses to help you get the most out of your document automation.

HotDocs Training


REAL Automation has been training and automating Attorney’s document since 1998.  Liz Mayberry, who does our training, initially was a trainer/consultant for Capsoft, (now called HotDocs) from 1996 to 1998.

Since forming her own company in 1998 her team has training and consulted for hundreds of Law Firms and Businesses on how to be more effective in HotDocs.

Your Company and Firm can benefit as well from our expertise in programming in HotDocs.  If you are looking for some training on how to program in HotDocs please fill out the information below and we will send you a training video on how to create a text template.

In October 2014 we will be introducing a video series to teach you how to program in HotDocs.


New Version of HotDocs 11 Just Announced – Discounts Available through January 2012

HotDocs announced today the pre-release of their software new version of software HotDocs 11.  HotDocs Resources will be selling new copies and upgrades of HotDocs software at a 25% discount through the end of the year and a 20% discount through the end of January. In order to receive the discount you can or HotDocs Page and select the appropriate product(s). Upon checkout you can enter the below coupon codes depending on when you purchase. The software will be released by December 15th.

If you have any questions please feel free to contact us at 801-766-3183.

December Coupon: HotDocsUpgradeDec

January Coupon: HotDocsUpgradeJan

We are excited about the new features that HotDocs has added to their product. We believe these features will benefit your office by helping you to be more effective.

Here are some of the great new features introduced with HotDocs Developer 11.


  • Author templates and generate documents natively in DOCX format
  • Microsoft Office 2013 and WordPerfect 16 compatibility
  • Introductory support for plain text (including HTML or XML) automation.


  • More powerful scripting tools and techniques to allow for easier generalization, maintenance and sharing of code.
  • New functions that make it easier to do financial, mathematical and text calculations.
  • New web forum allows for finding and sharing reusable computations and scripts with the broader HotDocs community.


  • More comprehensive plugin API. Makes it easy for users to browse, enable and disable plugins directly through the Options screen. Output Plugins make it easier to send assembled documents or other content to 3rd party software or services, directly from the HotDocs desktop interface.


  • Enhanced Ribbon in MS Word makes creating new templates more straightforward.
  • HotDocs Models (formerly Model Documents) are ideal for simple automation projects and collaborative projects where some parties may not have HotDocs installed. HotDocs Models can now be edited and tested via the HotDocs Ribbon in MS Word.
  • Improved help system offers window-level helps for each screen to make it easier to see help functions. Enhanced search functions.
  • Enhanced Outliner tool. Opens in Word, making it easy to navigate the structure of a template to understand where and how variables are used.

About REAL Automation Solutions

REAL Automation Solutions has served the document and practice management needs of law firms since 1998. Liz Mayberry started the company after years of experience as a consultant and trainer for Capsoft Development, creators of HotDocs®.

REAL Automation Solutions provides document assembly Practice Systems based on the law firm’s documents, training on HotDocs and other automation consulting services.

To help meet the needs of many attorneys, REAL has created and This web site provides packaged document systems for law firms of all sizes.

We have served clients in a variety of practice areas, including: banking, elder law, estate planning, estate administration, probate, guardianship, special needs trusts, intellectual property, etc.

Our technical expertise is widespread: we have done projects in Word, WordPerfect, RTF format, HotDocs-specific static content formats, and full conversions of CAPS-based systems to HotDocs.

In all cases, REAL Automation Solutions includes our clients throughout the automation process to ensure that expectations are met. And, as importantly, when there are available options, we lay out the pros and cons, and make our recommendations. Ultimately, of course, the client decides, based on their needs and their practice.

In addition to our individual clients, REAL Automation Solutions has been integral to in the development of commercialty produced HotDocs document assembly products published and marketed nationwide: “Practical Planning System” formally know as the “Essential Estate Planning Document System (EEPDS),” REAL Probate System for New Jersey, and the REAL Probate System for Utah.  We provide product development and support services for the PPS, and probate systems.. Our experience has given us invaluable insights into what works best in a template-driven Practice System.

To learn more about REAL Automation Solutions visit our website at

What is HotDocs

HotDocs is document assembly software developed to help attorneys, banks, and corporations create automated document systems. Automated document systems are used to simplify the repetitive aspect of preparing legal documents and forms.

Versions Available:

Introduction to Document Assembly

There are three kinds of HotDocs templates: document templates, form templates, and interview templates. Document templates create word processor document files (like wills or trusts). Assembled document templates are sent in your word processor. You can edit any section of the text. Form templates are created from static text and filled in using HotDocs Automator. Users cannot modify the underlying text, but can fill in and modify answers. Interview templates gather common information and save the answers for use in other documents but do not assemble a document themselves.

In your library, the template is type is represented by the icon next to the template name. The document template has a “piece of paper” icon with blue lines; the form template has a “piece of paper” icon with yellow rectangles; the third type of template, the Interview Template, uses an icon that looks like a card, with a blue line across the top.

How Templates Are Created

Document Template – A Word or WordPerfect file, which is turned into a template, and then automated to with HotDocs variables and Script to allow customized user entry. (The extensions will be .rtf, .wpt, or .dot.)

Form Template – A Word, WordPerfect, PDF, or other file format, that can be automated in HotDocs Automator. Non-pdf forms must first be printed with the HotDocs driver to create Envoy-based static content before they can be automated. (The extensions will be .hft, hpt.)

Interview Template – A component file designed to gather common and store the answers for future document assembly. Special instructions are given to control the order that questions are asked. There is no resulting document – they can only generate an answer file. (The extension is .cmp.)

Variable Types

There are 7 main types of variables:

  • Text
  • Number
  • Date
  • True/False
  • Multiple-choice
  • Computation
  • Dialog

Text Variable – You can enter any text string in this type of variable, including letters, numbers and symbols. Text variables include items such as names and address. Telephone numbers, SSNs, or other “numbers” which should not be used to add, subtract, multiply, etc. are created as text variables

Number Variable – Numbers can be formatted to restrict maximum or a minimum values, as currencies, or set to show a certain number of decimal places. Typically numbers are used to represent text that will be used in a calculation. Because social security and telephone numbers are never used in calculations and typically require a specific format, they are considered Text variables not numbers.

Date Variable – You can use the popup calendar to enter a date, or enter in as 14 Nov 2003, 11 14 2003, or November 14, 2003. Unless you change your options, it will require a 4-digit year.

True/False Variable – You can select from either check boxes or radio buttons. They can be grouped together, so they resemble a multiple choice, or can require a “Yes” or “No” answer.

Multiple Choice Variable – This type of variable allows you to select from a list of options, and often included an “Other” choice where you can enter in additional information. Depending on the variable, you can choose one, or multiple selections. This type of variable can appear as a drop down list [CLIENT STATE] or as a list, with [SALUTATION] or without [MARITAL STATUS] columns.

HINT: Single selection multiple-choice variables are radio (circle) buttons and multiple choice variables have square buttons.

Computation – You can use a Computation variable to calculate number, date, true/false, and text values based on answers a user enters. The computed value can then be merged into the assembled document. Computation variables can also be used to group several instructions or expressions for insertion into a template, which results in quicker assembly.

Dialog – By default, when HotDocs displays variables in a HotDocs interview, each variable is shown in a dialog by itself. While this approach may be sufficient for some, you may want to group related variables and present them in a custom dialog.

About Us

REAL Automation Solutions has been training people on how to program in HotDocs since 1998.  We offer a variatey of training options, including online HotDocs training, one-on-one HotDocs training and on-site HotDocs training.  Call us at 801-766-3183.