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

Editing a Quick Document Group

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

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

To edit a quick document 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 Quick GroupsManage quick groups
  2. From the list of user groups, select the Quick document group you wish to edit.
  3. In the Details pane, click ResumeEdit.
  4. You can edit the following work group details:
      • Name (required) the work group's name.
      • Description (optional) – a description of the work group.
      • Templates (optional) – select templates to add to the work group.
      • Access permissions (optional) – select the user groups that can access the work group. Users in the selected user groups can assemble the templates selected above.
  5. Click Save Changes.

The details of the work group are now updated.