Sorting the Contents of a Workspace

You can rearrange the HotDocs templates in you workspace to make it easier to find the templates you want to interact with.

To sort the contents of a workspace

1. Open a workspace.
2. Near the top right of the left pane, click the Sort button ().
3. From the drop-down list, select whether you want to sort your templates:
   • by File Name - Sorts the templates by file name alphabetically from the top
   • by Title - Sorts the templates by title alphabetically from the top
   • by Type - Sorts the templates by file type, showing first answer intakes, then DOCX template, and then plain text templates
   • by Status - Brings all files containing errors to the top of the list, otherwise sorts by title

4. After you choose the type of  filter to sort by, choose the type of sort order:

1. • • Natural - Sorts the templates in ascending order (A to Z, or 1 to 10) by file name, title, type, or status.
     • Reverse - Sorts the template in descending order (z to A, or 10 to 1) by file name, title, type, or status.