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

Creating a Work Group

You can create a new work group in the Administration section of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to create a new work group.

To create a work group

  1. In the Administration section, click Manage Work GroupsManage work groups.
  2. In the upper-right corner of the screen, click Create new work groupCreate new work group.
  3. Enter the following work group details:
    • (Required) Name  the work group's name.
    • (Optional) Description — a description of the work group.
    • (Optional) Set default answers template — select a template to use as the default answer set interview in the work group.
    • Work group active status — select the Work group active checkbox to set the status to active (default); users cannot access inactive work groups.
    • Work group contains all templates status — select the Work group contains all templates checkbox to include all templates in the work group (default); deselect the checkbox to include only selected templates in the work group using the Templates tab.
    • (Optional) Templates — select templates to include in the work group; you cannot select templates if you select the checkbox for the Work group contains all templates status.
    • (Optional) Access permissions — assign user groups access to the work group. Users in the selected user groups can assemble the templates selected above.
    • Work items use a workflow — select the Work items use a workflow checkbox to enable work group's use of workflows on work items; work items do not use a workflow when this option is disabled (default).
  4. Click Create.

The new group appears in the Work groups list.

Next steps