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How do I Manage Document Groups?
How Do I Edit Document Group?
1.
Login to your account using the username and password provided.
2.
Hover over the Master tab.
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3.
Click on Document Groups in the drop down.
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4.
Select Client and other section fields.
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5.
Click on VIEW Icon, for the particular group in the grid.
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6.
In new window will be open, click on group that you want to Edit so it becomes highlighted.
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7.
Click on EDIT button.
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8.
Click on SAVE button to save changes that you have made.
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How Do I Delete Document Group?
1.
Login to your account using the username and password provided.
2.
Hover over the Master tab.
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3.
Click on Document Groups in the drop down.
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4.
Select Client and other section fields.
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5.
Click on VIEW Icon, for the particular group in the grid.
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6.
In new window will be open, click on the group that you want to Delete so it becomes highlighted.
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7.
Click on DELETE button.
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8.
A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group.
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How do I show a document group to Main Client Users?
1.
Login to your account using the username and password provided.
2.
Hover over the Master tab.
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3.
Click on Document Groups in the drop down.
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4.
Select Client and other section fields.
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5.
Click on VIEW Icon, for the particular group in the grid.
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6.
In new window will open, then just tick the 'Show Group to Main User'.
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How do I show a document group to Client User?
1.
Login to your account using the username and password provided.
2.
Hover over the Master tab.
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3.
Click on Document Groups in the drop down.
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4.
Select Client and other section fields.
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5.
Click on VIEW Icon, for the particular group in the grid.
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6.
In new window will open, then just tick the 'Show Group To Client User'.
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