HotDocs Advance WorkflowUpload a template Manage user access to templates Work items Download assembled documents

Changing the Owner of a Work Item

Once you create a work item, you become the owner of the work item. This enables you to edit, rename and set the privacy status of the work item. The owner or a Site Administrator can change the owner of a work item if, for example, a colleague leaves the team. The owner of a work item is displayed in the details pane.

The new owner of the work item must be a member of the same work group.

To change the owner of a work item

  1. Select a Work group from the Work groups section.
  2. In the Work Items list, select the Work item you want to reassign.
  3. In the Details pane, click EditEdit.
  4. In the Owner field, use the drop-down menu to select the new owner.
  5. Click Save changes.

The work item's owner updates to the new user.