File Group - Editing a 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.


 

Editing a File Group

  

Step    Action

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

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

          section.

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   3.     Hover mouse over the name of File Group to be edited. A pencil icon will appear on the

          right-hand side of the name. Select the pencil icon. A modal Edit File Group window

          will open.

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  4.      Make required changes. 

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

             saved.

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  6.      Select X to close pop up results window.