Manage document groups

Document groups organize related documents under a single group. Create, edit, archive, or unarchive document groups.

Before you begin

The default recipients for documents in a group come from the people assigned to the Teams-module hierarchy node where you create the group. Before you create a document group, set up your Teams hierarchy, move people onto the correct nodes, and click Commit to save the changes.

Create a document group

1. Go to Documents > Manage Documents.

2. Click New.

3. Complete the following fields:

   Field	Description
   Name	Type a descriptive name for the document group.
   Category	Optional. Type a category and hit Enter or select an existing category from the dropdown.
   Description	Optional. Type a description for the document group.

4. Click Continue.

5. Add documents to the document group.

Edit a document group

Update a document group's name, category, or description after you create it.

1. Next to the document group, click the menu ⋮.

2. Select Edit.

3. Update the Name, Category, or Description.

4. Click Save.

Archive or unarchive document groups

1. Next to the document group, click the menu ⋮.

2. Select the option as appropriate:

   1. Archive: Makes all documents within the document group inaccessible to recipients.

   2. Unarchive: Makes all documents within the document group accessible to recipients who were sent documents.