About Document Groups

A document group is a set of document types that are associated because they share a common subject or similar content. For example, a document group called Financial Reports might contain several document types, such as Weekly Sales, Weekly Purchases and so on. Document groups are a way of organizing related document types so that they can be easily located. A document group can contain numerous document types.

When adding a document group to the system, an administrator assigns document types to it. Document types have index fields (also called keyword types) assigned to them. When you configure a search, you can specify index values (also called keyword values) for these index fields. The index values you specify are the search terms used to retrieve any matching documents from the report warehouse.

Note: Your system administrator decides, which document groups are available to you. When you configure a simple, advanced search or report search, the document groups available to you are listed in the Document Groups list.