Creating a Work Group

You can create a new work group in the Administration pane of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to create a new work group.

To create a work group

  1. In the Administration pane, click Manage work groups.
  2. In the upper right-hand corner of the screen, click Create new work group.
  3. Enter the following work group details:
    • (Required) Name – the work group's name.
    • (Optional) Description – a description of the work group.
    • (Optional) Templates – assign templates to the work group.
    • (Optional) Access permissions – assign user groups access to the work group. Users in the selected user groups can assemble the templates selected above.
  4. Click Create.

The new group appears in the Work groups list.

Next steps