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.

3.

Click on Document Groups in the drop down.

4.

Select Client and other section fields.

5.

Click on VIEW Icon, for the particular group in the grid.

6.

In new window will be open, click on group that you want to Edit so it becomes highlighted.

7.

Click on EDIT button.

8.

Click on SAVE button to save changes that you have made.

How Do I Delete Document Group?

1.

Login to your account using the username and password provided.

 

2.

Hover over the Master tab.

3.

Click on Document Groups in the drop down.

4.

Select Client and other section fields.

5.

Click on VIEW Icon, for the particular group in the grid.

6.

In new window will be open, click on the group that you want to Delete so it becomes highlighted.

7.

Click on DELETE button.

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.

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.

3.

Click on Document Groups in the drop down.

4.

Select Client and other section fields.

5.

Click on VIEW Icon, for the particular group in the grid.

6.

In new window will open, then just tick the 'Show Group to Main User'.

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.

3.

Click on Document Groups in the drop down.

4.

Select Client and other section fields.

5.

Click on VIEW Icon, for the particular group in the grid.

6.

In new window will open, then just tick the 'Show Group To Client User'.