Creating a New Work Item

To download an assembled document, you must first create a work item.

When you create a new work item, HotDocs Advance launches an interview for the selected template. When you finish the interview, Advance assembles any documents using your interview answers. Once you have created a work item, you can revisit your work to reopen the interview, access your documents and collaborate with colleagues.

To create a new work item

  1. From the Work groups pane, select a Work group.
  2. In the upper right-hand of the page, click Create new work item.
  3. Type a new Work item name.
  4. In the Select template list, click a template.
  5. Click Launch interview.
  6. Once you have completed the questions in the interview, click Finish.

You are redirected to the Detail pane for the new work item. From the work item detail pane, you can download any documents assembled.

If you navigate away from the interview page without clicking Finish, the work item will be created but you will not be able to download any assembled documents until you open and complete the interview.