Editing a Document Group

Document Groups can be edited via the Document Group page.

To edit a Document Group

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

  2. On the Document Groups page do one of the following:

  • Click the name of the document group you want to change.

  • Select the document group, by clicking anywhere on the row, and then click clip0003.

The Document Group page appears. For details about how to change its items refer to Adding a Document Group.

  1. Make the necessary changes and click Save. The system saves the modified document group to the database and displays the updated Document Groups page, if the operation is completed successfully.

 

 

 

 

 

 

 

 

 

 

 

 

 

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