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

Collaborating on a Work Item

Once you create a work item, you or colleagues within the same work group can open a work item interview, update answers and generate new assembled documents. If you do not want other members of your work group to collaborate on your work item, you can choose not to share the work item.

You can only rename or change the sharing settings of a work item if you are the owner of the work item or an administrator.

If you open an interview and then navigate away from the interview page before clicking Finish, Advance saves any edits you make to your answers. In this case, the action bar displays a message alerting you to the unfinished interview in the work item. You can then choose to resume the interview and continue editing, or to abandon the changes and revert to the last assembled version of the documents.

Client Interviews

To collaborate with individuals outside of your organization you can send a client interview.