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

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

2. 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.

• Description: Optionally, enter any text to describe the document group.

• 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.

• 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.

• 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.

• Save: Saves a new or existing document group.

• Clear: Clears all the boxes.

• Cancel: Cancels the operation.

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.

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