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Page last modified 15:39, 4 Feb 2012 by Cathy Glatiotis
econveyance Wiki > For Users > Using the Software in BC > Document Manager > Creating and using Document Groups
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Creating and using Document Groups

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Document groups are designed to simplify the document generation process. On many of your files, you most likely generate the same documents. Under these circumstances it would be quicker to locate and generate the documents if they were grouped together. There are two ways to create your own document groups.
 
Save As Group
 

 

A group of documents can be created quickly and easily from documents you have chosen to generate.
  1. With documents in the Selected Documents table, click the Save As Group icon.
  2. Enter a name for the group in the Group Name box that appears and click Create.
  3. A confirmation message box will appear. Click OK.
  4. The group you just created will appear in the My Groups drop down.

 

New Group
 
 
Use the New Group icon to create your own new group or to copy a group from another user at your firm.
 
  1. On the Select Tab, click the New Group icon.
  2. Select the Create New Group radio button.
    1. Enter a name for the group in the Group Name box.
    2. The Documents Filter drop down box contains several predefined groups that you can use as templates for creating your own groups
    3. Select one of the groups from the drop down and the contents of that group will be displayed in the Available Documents list.
    4. Move the documents to the Documents in Group table by selecting documents at random and clicking the single arrow, or by moving all documents using the double arrow.
  3. Select the Copy a Group From Other User radio button
    1. From the Select User drop down, select a user whose group you wish to copy
    2. From the User Group drop down, select a group you wish to copy
    3. The Group Name field will populate and all documents in the group will appear in the Documents in Group table. You can customize the group by editing the Group Name as well as adding or removing documents from the Documents in Group.
  4. Click Save and your group is created.

 

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