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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 section 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

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

  1. In the Administration section, click Manage Quick GroupsManage quick group.
  2. From the list of work groups, select the Quick documents group you wish to edit.
  3. In the Details pane, click ResumeEdit.
  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.
  6. Click Save Changes.

The permissions of the quick documents group are updated.

Next steps