The Manage templates section of HotDocs Advance enables you to activate, choose a live version and manage versions of your uploaded templates.
In this topic Hide
Subsequent uploads after the first upload of a template to the HotDocs Advance create a new version of the template. Versions are a history of uploaded copies of a template. There is a list of all versions of a template on the Template detail pane.
To allow users to assemble documents, you must choose a version of your template to make live. Templates uploaded to HotDocs Advance by default have no live version.
Using the Manage templates feature of Advance, you can:
You must have the Site Administrator, Content Administrator or Author role to manage templates
The live version of a template is the version which template users can assemble. Only one version of a template can be live. The live version of a template might not be the latest version of the template uploaded. HotDocs Advance uses a set of icons to indicate live versions of a template.
In the Templates list, icons beside the template name show the following statuses:
If there is no icon beside the template name, the latest version of the template is live.
Among others, the template management feature enables you to perform the following common tasks:
You upload your template and choose a live version. You then assign the template to a work group. If you upload a new version of your template, older versions are stored as a reference.
If you need to stop using the template, you can deactivate it.