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

Viewing a List of Template Versions

You can view a list of a template's versions in the Administration section of HotDocs Advance.

To view the Manage Templates page you must have the Site Administrator, Content Administrator or Author role.

To view a template's versions list

  1. In the Administration section, click Manage TemplatesManage templates.
  2. Select a template from the templates list.
  3. In the Details pane, a list of template versions is displayed.

 Template Version Icons

The live version of a template is the version which template users can assemble. Only one version of a template can be live. The live version of a template might not be the latest version of the template uploaded. HotDocs Advance uses a set of icons to indicate live versions of a template.
In the Templates list, icons beside the template name show the following statuses:

  •  No live versionSolid orange dot – a new template has no live version.
  • New version Orange ring - a template has a new version available that has not been made live.

If there is no icon beside the template name, the latest version of the template is live.