Template Management Overview
The Manage templates section of HotDocs Advance enables you to activate templates, select a live version and manage version history for uploaded templates.
Overview
Each time you upload a template to HotDocs Advance after the initial upload, a new version is created. These versions form a historical record of the template's evolution and are listed in the template details pane.
To enable users to assemble documents, a template must be activated and have a live version.
Using the Manage templates feature of Advance, you can:
- Activate and deactivate templates
- Make a template version live
- View a history of template versions
You must have the Site Administrator, Content Administrator or Author role to manage templates
Template Approval and Test Work Groups
By default, uploaded templates are made live automatically. However, if your Site Administrator has activated Template Approval this behavior changes: only administrators can make a template version live once approval is required.
To support testing during development or review, test work groups allow users to work with non-live template versions. You can upload a new version of a template and assign it to a test work group. Any work item created within that group will generate an interview based on the latest uploaded version of the template, even if that version has not been made live.
Work Item Usage Count
In the templates list, the work items column shows the total number of work items that use each template.
Common Tasks
Among others, the template management feature enables you to perform the following common tasks:
- Viewing the templates list
- Make a template version live
- Deactivate a template
- View a template's version history
Workflow
Begin by uploading your template to HotDocs Advance. If template approval is enabled, set the version you want users to assemble documents from as the live version. Assign the template to a work group or quick group to allow the correct set of users to access it - or to a test work group for internal testing before publishing to other users. When you upload a new version, Advance automatically retains earlier versions for reference. If the template is no longer needed, deactivate it to remove it from use while keeping its version history intact.
Related Common Tasks