Order Options - 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.



Watch Adding a File Group



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.

  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.

  4.      Make required changes.

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

            saved.



Watch Editing a File Group



Deleting 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.

  3.      Select entries under File Group to be deleted by checking boxes on the left-hand side.

           All entries can be deleted by checking box to left of {New} under File Group.

  4.     Select {Delete}. A window will pop-up to confirm selected items to be deleted.  

  5.     Select {OK} to delete selected items. A results window will pop-up to indicate
          the selected file groups have been deleted.
 



Watch Deleting a File Group