How To Topic

Setting the Default Answers for a Work Group

You use the default answer set to enter data that applies to work items across a work group. You may need to update the default answer set when, for example, you hire a new attorney or change the office telephone number.

Prerequisites

• An administrator must select a default answers template for the work group before you can set the default answers.

Unlike work items, any member of a work group can set and update the default answer set.

To set the default answers for a work group

1. In the work group page, select the work group menu.
2. From the drop down menu, select Edit default answers.
3. A HotDocs interview opens, showing any existing answers.
4. Enter or edit the answers as you require.
5. Click Save.

The default answer set is saved.

Updating the default answer set for a work group does not update existing work items that were created using previous versions of the default answer set. To update these, you need to refresh the default answers.

To delete the default answers for a work group

1. In the work group page, select the work group menu.
2. From the drop down menu, select Delete default answers.
3. Click OK.

The default answer set is deleted.