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

Downloading an Assembled Document

Once you create a work item and complete the interview, you can download the work item's assembled documents from its work item details pane.

To download an assembled document

  1. Select a Work group from the Work groups section.
  2. In the Work items list, click the work item you want to view.
  3. In the work item Details pane, click the document you want to download.

The assembled document is downloaded to your computer.

To download all assembled documents

If your work item assembles multiple documents, you can download all documents as a single zip file

  1. Select a Work group from the Work groups section.
  2. In the Work items list, click the work item you want to view.
  3. In the work item Details pane, click Download All Documents.

All assembled documents are downloaded to your computer as a single zip file.