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

To add a document group to the list

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Groups.

  2. Click clip0002 on the Document Groups page. The Document Group page containing the following items appears:

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.

  1. Fill in the boxes of the page and click Save. The system saves the new document group to the database.