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.

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

  4.      Enter new file group name.

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

           been saved.







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