Adding a Document Group
When configuring a document type, you must assign it to a document group. So before configuring the first document type, you need to configure a document group.
NOTE: Adding a document group is one step in the process of archiving reports.
To add a document group to the list
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On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Groups.
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Click
on the Document Groups page. The Document Group page containing the following items appears:-
Document Group Name: Enter a unique name of a new document group.
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Description: Optionally, enter any text to describe the document group.
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Available Document Types: Contains the list of the document types, from which an administrator selects those to be assigned to the current document group. To add a document type, drag it from the left pane to the right pane.
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Assigned Document Types: Displays the document types selected by an administrator for the current document group. To remove a document type, drag it from the right pane to the left pane.
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Filter by: The filters for the Available Document Types list and Assigned Document Types list. Type a document type name (or a part of it), and click Apply to filter the list.
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Save: Saves a new or existing document group.
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Clear: Clears all the boxes.
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Cancel: Cancels the operation.
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NOTE: If you assign a document type to the current document group, the system automatically excludes it from the document group, which contained it before. If you exclude a document type from the document group, it will not be shown in MSClient.
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Fill in the boxes of the page and click Save. The system saves the new document group to the database.
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