File Group - Creating a New File Group


Overview

File Groups give you the ability to organize the files you add to an Order Item in a way that works best for your company.



Creating a New File Group


Step    Action

  1.      Select {Settings} and then select {Order Options} under Dockets.

  2.      Select {File Groups} on the right-hand side of screen to auto scroll to File Groups

          section.

blob1476845381957.png

  3.      Select {New} under File Group. A New File Group modal window will open.

blob1476845461116.png

  4.     Enter new file group name.

  5.     Select {Save}.  A results window will pop-up to indicate the selected file group has

            been saved.

blob1476845831146.png

  6.   Select X to close pop up results window.   





Watch the Video