Attaching Multiple Templates to a Work Item

A work item represents a single matter and its associated answer set in HotDocs Advance. When multi-template work items are enabled, you can attach more than one template to the same work item and reuse a shared answer set across documents.

API 1.1 doesn't support or return multi-template work items; use API 2.0 instead.
Multi-template work items don't yet support iManage integration, public interviews, action links or versions.
More features are being added. About this preview.

A Site Administrator must have configured Advance for multi-template work items before you can attach multiple templates to a work item.

When multi-template work items are enabled in a work group, the new UI preview automatically displays.

For the best results, ensure that:

  • all templates intended for the same work item use shared variable names wherever possible.
  • you understand the current preview limitations of multi-template work items, as listed above.

To attach multiple templates to a work item

You can attach templates when creating the work item or any time afterwards.

  1. Open the work item.
  2. Go to the Templates tab.
  3. Select  Add icon Add.
  4. Choose one or more templates from the list.
  5. Select Save.

The templates appear in the order in which they are presented to the user.

Reordering templates

You can change the template order to match your preferred workflow or document sequence.

  1. In the work item detail pane, select  Edit icon Edit.
  2. From the drop-down menu, select Add/remove templates.
  3. Use one of the following options to reorder:
    • Option 1: Drag and drop
      • Select the Drag handle icondrag handle next to a template.
      • Drag the template to its new position in the list.
    • Option 2: Move up/move down buttons
      • Select the Up arrow up arrow to move the template one row higher, or the Down arrow icon down arrow to move it one row lower.
      • Repeat until the templates appear in the desired order.
  4. Select Save.

The updated order is saved with the work item and controls the order in which templates are listed.

Removing templates

You can remove templates you no longer require. A work item must have at least one template.

  1. In the work item detail pane, select  Edit icon Edit.
  2. From the drop-down menu, select Add/remove templates.
  3. Uncheck any templates you no longer require.

Unselected templates no longer appear in the work item. Documents assembled from removed templates are also removed from the work item.

Previously assembled documents do not update automatically when templates are added, removed or reordered. Reassemble documents to reflect changes.