Assigning Access Permissions to a Quick Documents Group

You give user groups access to templates by assigning them permissions to specific quick document groups. You can assign permissions in the Administration pane of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to assign permissions to a quick documents group.

To assign permissions to a work group

  1. In the Administration pane, click Manage quick groups
  2. From the list of work groups, select the Quick documents group you wish to edit.
  3. In the Detail pane, click Edit.
  4. Select the Access permissions tab.
  5. Select the user group you want to assign to the work group. You can search for a user group or select from the list.

    6. By default the list shows only the selected user groups. Deselect Show selected only to show all available user groups.

  6. Click Save Changes.

The permissions of the work group are updated.