How To Topic

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 groups
2. From the list of quick groups, select the Quick document group you wish to edit.
3. In the Details pane, click  Edit.
4. You can edit the following quick group details:
   • (Required) Name – the quick document group's name.
   • (Optional) Description – a description of the quick document group.
   • Quick group active status - select the Quick group active checkbox to set the state to active (default); template users cannot access inactive quick groups.
   • (Optional) Templates – assign templates to the quick document group.
   • (Optional) Access permissions – assign user groups access to the quick document group. Users in the selected user groups can assemble the templates selected above.
5. Click Save Changes.

The details of the quick group are now updated.