Creating a New Work Item

When you create a new work item, HotDocs Hub launches an interview for the selected template.  When you finish the interview, Hub assembles any documents using your interview answers.

To create a new work item

  1. From the navigation bar or the home page, click Work items.
  2. Click Create new work item.
  3. Type a new Work item name.
  4. In the Select template list, click a template.
  5. Click Launch interview.
  6. Once you have completed the questions in the interview, click Finish.

You are redirected to the details page for the new work item. From the work item details page, you can downloading any documents assembled by completing the interview.

 

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