Access to templates in HotDocs Advance is controlled through a system of work groups and user groups. For example, if you have two different types of HotDocs template, used by two different departments, you could organize the templates into two separate work groups representing the two departments.
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Work groups enable you to organize templates uploaded to HotDocs Advance into groups. This enables you to give your uploaded templates a logical organizational structure within Advance, reflecting how the templates are used within your organization. For example, you could use work groups to organize template by department, topic area, or use-case. You also use work groups to control user access permissions to templates. Template users can only access templates in work groups to which their user groups are assigned.
You must have a Site Administrator or Content Administrator role to manage work groups
You will typically create a work group before you upload templates to HotDocs Advance. Once templates are uploaded to Advance, you can assign templates to appropriate template groups. You can assign user groups to work groups, giving users access to the templates.