HotDocs Advance WorkflowUpload a template Manage user access to templates Work items Download assembled documents

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. If you want to gather data from an external user, you should create a client interview.

When you create a work item you can choose to upload an answer file to use as a set of initial answers. There are two types of answer files: answer files and answer packages. Only answer packages support image values. If you create a work items using an answer file, any image variables will show as unanswered.

To create a new work item

  1. From the Work groups section, select a Work group.
  2. In the upper-right corner of the screen, click Create new work itemCreate new work item.
  3. Type a new Work item name
  4. In the Select template list, click a template.
  5. Select the sharing settings of your work item:
    • Do not share this work item
    • Share this work item with all users of this work group
  6. Select the Initial answer file setting of your work item, the options in this list enable you to upload an answer file to use as a set of initial answers for the new work item:
    • No initial answer file
    • Upload an initial answer file or answer package
    • Retrieve answer file from iManage
  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 Details pane for the new work item where you will see the message Your interview is currently being processed. Following the completion of document assembly, you can download any assembled documents.

If you navigate away from the interview page without clicking Finish, the work item will be created but you will not be able to download any assembled documents until you open and complete the interview.

You can also create a work item through the Advance API. These work items will be flagged with a "new" icon to alert the end user.