Creating a New Work Item

To download an assembled document, you must first create a work item or choose a quick document template.

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.

If you do not want to store your answer data or documents you should create a quick document.

  1. From the Work groups pane, select a Work group.
  2. In the upper-right corner of the screen, click Create new work item.
  3. Type a new Work item name.
  4. In the Select template list, click a template.
  5. Toggle the privacy settings of your work item.
  6. (Optional) Expand the Additional options menu; the options in this menu enable you to upload an answer file to use as a set of initial answers for the new work item. To upload an answer file:
    1. Click the Upload icon.
    2. Navigate to an answer file on your computer.
    3. Select the answer file.
    4. Click the Open button.
  7. (Optional) Click Launch to open the interview.
    1. Once you have completed the questions in the interview, click Finish.
  8. Click Save.

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