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

Editing a Work Group

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

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

To edit a work group

By default the Templates and Access Permissions lists show only the selected items. Deselect Show selected only to show all available items.

  1. In the Administration section, click Manage Work GroupsManage work groups
  2. From the list of work groups, select the work group you wish to edit.
  3. In the Details pane, click ResumeEdit.
  4. You can edit the following work group details:
    • (Required) Name  the work group's name.
    • (Optional) Description — a description of 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.
    • (Optional) Set default answers template — select a template to use as the default answer set interview in the work group.
    • Standard users can edit default answers — select the Standard users can edit default answers checkbox to allow standard users to edit default answers on the work group; standard users cannot edit default answers (default).
    • 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).
  5. Click Save Changes.

The details of the work group are now updated.