In this article, you will see details on:

  • Add new documents group
  • Edit a documents group
  • Delete a documents group
  • Search a documents group
  • Sort the documents groups list

You can use groups to organize the documents, such as for specific categories, or the document goals, or audience, or any other criteria. Documents groups help everyone in the system to quickly find and refer to a document when they need it.

Different users can create their own documents groups to group the sets of documents for their specific use cases.

Click on Documents in the sidebar.

 

A list of documents appears.

Click on Show Groups, at the top. The documents groups' list appears.

 

Add new documents group

Click on Add to add a new documents group. A new row is added to the list where you can add the new group details.

 

Group Name: Write the name of documents group. As you start writing, the word count limit message shows.

 

Group Note: Write a short note about the purpose of the group.

Image: Upload an image for this group.

Save: Click on Save to save the group.

 

Edit a documents group

You can edit any group in the list.

Click on the Edit icon corresponding to the target documents group. The group details are editable now.

Make changes in the name or in the image, for example as below.

 

Click on Save to save the changes.

 

Delete a documents group

You can delete only those documents groups that you have added to the backend. Locate the group that you want to delete, and click on the Delete icon.

The system asks you to confirm if you want to delete it.

 

Click on Ok to confirm it.

 

Search a documents group

Use the Search Documents Group option to find specific groups by their name. As soon as you start writing the name, the list shows the matching documents groups.

 

Sort the documents groups' list

While using the list, you can sort it and rearrange the documents groups in a particular sequence.

Click on any column header name and the list sorts to show you the groups for that column's properties. For example if you filter it by name, the list shows the groups in the alphabetical order. If you sort it by the the number of times this document is issued, the list sorts accordingly.