Template Groups

Template Groups allow administrators to organize Templates uploaded to the HotDocs Hub. From the Template Groups page you can:

• View the list of Template Groups
• Assign or remove Templates from a Group
• Assign or remove Child Groups from a Group

A Child Group is the name for a group that you have assigned to a Parent Group. You can use Child Groups to organize templates into sub-groups within a larger group.

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View the Template Groups List

To view the Template Groups available to you:

1. Open the HotDocs Hub
2. Click Template Groups

Create a Template Group

To create a new Template Group:

1. Navigate to the Template Groups section of the HotDocs Hub
2. Click Create Group
3. Type in a Group Name (required)
4. Type in a Group Description (required)
5. In the Assign template to this group list, check the boxes next to any templates you want to assign to the group
6. In the Assign child groups list, check the boxes next to any groups you want to assign to this group as child groups
7. Click Save Group

Edit a Template Group

Editing a Template Group allows you to:

• Edit the Group Name
• Edit the Group Description
• Assign Templates to the Group
• Assign Child Groups to the Group

To edit a Template Group:

1. Navigate to the Template Groups section of the HotDocs Hub
2. Click a Group in the list
3. Edit the text in the Group Name and Description fields
4. In the Assign template to this group list, check/uncheck the boxes next to any templates you want to assign to/remove from the group
5. In the Assign child groups list, check/uncheck the boxes next to any groups you want to assign to/remove from this group as child groups
6. Optional: In the Permissions to the Template Group section, check the required User Groups; Users in the selected Groups may access the current Template Group
7. Click Update Group
8. To return to the Template Groups List, click Template Groups in the navigation bar

Add a Child Template Group

Child Template Groups are Template Groups added to another Template Group (the "parent" Template Group) to form a sub-group. Any Template Group may be added as a child Template Group to another Template Group.

To add a child Template Group to a Template Group:

1. Navigate to the Template Groups section of the HotDocs Hub
2. Click a Group in the list
3. Select the required Template Groups from the Assign Child Groups list
4. Click Save Group

The selected Template Groups are now added to the parent Template Group as child Template Groups.

Delete a Template Group

To delete a Template Group:

1. Navigate to the Template Groups section of the HotDocs Hub
2. Check the Template Groups to remove in the Template Groups list
3. Click Remove Template Group(s)

 The selected Template Groups are permanently removed from HotDocs Hub. The Templates within the Template Group are not deleted and may be reassigned to other Template Groups.