Document groups

You can create, edit, and remove document groups.

StepsCreating a document group

  1. Click Document Management.

  2. Click Document Groups.

  3. Click Create.

  4. Enter a name to uniquely identify the document group.

  5. Select the document stores that you want to include in the document group from the Document Store Non-Members and click Add.

  6. Click Create.

StepsEditing a document group

  1. From the Document Groups page, select the document group that you want to edit and click Edit.

  2. Make the changes.

  3. Click Save Changes.

StepsRemoving a document group

  1. From the Document Groups page, select the document group that you want to remove.

  2. Click Remove.

  3. Click Yes to confirm the removal.