Editing a Template Group

Editing a template group enables you to change its name, description, and allocated templates.

To edit a template group

  1. Open the HotDocs Hub UI.
  2. Click Template Groups.
  3. Click a group in the groups list.
  4. (Optional) Edit the text in the Group Name field.
  5. (Optional) Edit the text in the Description field.
  6. (Optional) Select the templates In the Assign template to this group list you want to assign to the group.
  7. (Optional) Select the groups in the Assign child groups list you want to assign this group.
  8. (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.
  9. Click Update Group.

 

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