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.

Create a New File Group

• Settings > Dockets > Order Options
• Scroll down to File Groups
• Click New
• Complete the fields
• Save

File Group Name

File Group Name is the name that will appear under the file indicating what type of file it is.

Create Thumbnail

The Create Thumbnail toggle indicates whether or not the system will automatically generate a Thumbnail image when a file is added to the system using this specific File Group. Thumbnails are used in Production Views and on Web 2 Print Order History Pages to provide a visual representation of the order.

Hot Folder

The Hot Folder toggle indicates whether or not the uploaded file has Hot Folder functionality. If you are using Hot Folders a Print File should be toggled to Yes where as a Proof File should be set to No.
Learn more about Hot Folders

Single Use

If the Single Use toggle is set to No, the file will carry over from a quote that is re-quoted and or converted to an order. 

If the Single Use toggle is set to Yes, the file will not carry over and will only be available at the level that it was added.

Color

The Color field allows you to color code File Groups for your ease of use.

Edit a File Group

• Settings > Dockets > Order Options
• Scroll down to File Groups
• Click on an existing File Group Name
• Make necessary edits
• Save

Delete a File Group

• Settings > Dockets > Order Options
• Scroll down to File Groups
• Check the box to the left of the File Group to be deleted
• Click Delete (to the right of New)

Reorder File Groups

• Settings > Dockets > Order Options
• Scroll down to File Groups
• Hover over the Name of a File Group
• To the left of the check box you will see an up/down arrow icon
• Drag and drop the File Group to reorder