Assigning a Template to a Quick Documents Group

You give user groups access to templates by assigning them permissions to specific work groups or quick documents groups. You can assign permissions in the Administration pane of HotDocs Advance.

You must have a Site Administrator or Content Administrator role to assign template to a quick documents group.

To assign templates to a work group

1. In the Administration pane, click Manage quick group.
2. From the list of work groups, select the Quick documents group you wish to edit.
3. In the Detail pane, click Edit.
4. Select the Templates tab.
5. Select the template you want to assign to the quick documents group. You can search for a template or select from the list.

By default the list shows only the selected templates. Deselect Show selected only to show all available templates.

6. Click Save Changes.

The permissions of the quick documents group are updated.

Next steps

• Assign access permissions to a work group