Advance WorkflowUpload a template Make template accessible to users Work Items Download assembed documents

Assigning a Template to a Work Group

You give user groups access to templates by assigning them permissions to specific work groups. You can assign permissions in the Administration section of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to assign template to a work group.

To assign templates to a work group

By default the list shows only the selected templates. Deselect Show selected only to show all available templates.

  1. In the Administration section, click Manage work groups Manage work groups.
  2. From the list of work groups, select the Work group you wish to edit.
  3. In the Details pane, click EditEdit.
  4. Select the Templates tab.
  5. Select the template you want to assign to the work group. You can search for a template or select from the list.
  6. Click Save Changes.

The permissions of the work group are updated.

Next steps